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| Section | Weight | Objectives |
|---|
| Topic 1: Analytics & Insights | 10% | - Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Topic 2: Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data loader configuration
- 2. Data mapping
- 3. Data validation rules
|
| Topic 3: Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Dashboard components
- 2. Custom report types
- 3. Standard and custom reports
- Implement automation
- 1. Approval processes
- 2. Process Builder
- 3. Flow Builder
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Set up Salesforce Engage
- 3. Configure lead scoring
|
| Topic 4: Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
- Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Capture success criteria
- 3. Understand sales methodology
|
| Topic 5: Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design lead management process
- 3. Design account and contact management
- Define data model requirements
- 1. Custom objects design
- 2. Field-level security
- 3. Record types and page layouts
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
|
| Topic 6: Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
|
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Sales-Cloud-Consultant Cert Exam - Free PDF 2026 Sales-Cloud-Consultant: Salesforce Certified Sales Cloud Consultant First-grade Certification Test Answers
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q96-Q101):
NEW QUESTION # 96
Customizable Forecasting must be enabled by salesforce.com support.
Answer: B
NEW QUESTION # 97
Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year, What are two aspects a consultant should consider for this migration?
Choose 2 answers
- A. Access to a territory model is controlled through profiles or permission sets.
- B. Territories can inherit assignment rules from other territories higher in the model.
- C. Territory user assignments are migrated to the new model.
- D. Only one territory model can be active at any given time.
Answer: A,D
NEW QUESTION # 98
Does a deactivated user count against your organization's available user licenses?
Answer:
Explanation:
No. A deactivated user doesn't count against your organization's available user licenses.
NEW QUESTION # 99
Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?
- A. Create a trigger to add the sales engineers to their sales representative account and opportunity teams
- B. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers
- C. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers
- D. Enable account and opportunity teams selling and have each sales representative configure their default teams
Answer: D
NEW QUESTION # 100
A consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in
4 months.
What should the consultant recommend to meet the requirement?
- A. Deploy the Salesforce mobile app to the team prior to the event.
- B. Reschedule the event to ensure functionality is complete.
- C. Set obtainable metrics, goals, and milestones for the deadline.
- D. Implement additional features to make the team more productive-
Answer: C
Explanation:
* Setting obtainable metrics, goals, and milestones for the deadline is the best way to meet the requirement of tracking accounts, contacts, and opportunities before the global conference in 4 months.
Metrics are measures of performance or progress that can be quantified and tracked. Goals are desired outcomes or results that can be achieved by following a plan or strategy. Milestones are significant events or stages that mark the completion of a part of a project or a goal. By setting obtainable metrics, goals, and milestones for the deadline, the consultant can ensure that the Sales Cloud implementation is realistic, manageable, and aligned with the client's expectations and needs.
NEW QUESTION # 101
......
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