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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Integration & Optimization15%- Integration requirements
  • 1. Calendar integration
  • 2. Third-party integrations
  • 3. Email integration
- Performance optimization
  • 1. Salesforce Mobile app configuration
  • 2. Lightning Experience optimization
- Ongoing support and maintenance
  • 1. User adoption monitoring
  • 2. Release management
Topic 2: Migration & Data Management10%- Data migration strategy
  • 1. Data mapping
  • 2. Data validation rules
  • 3. Data loader configuration
- Data quality management
  • 1. Matching rules
  • 2. Duplicate rules
Topic 3: Customer Discovery15%- Conduct discovery sessions
  • 1. Understand sales methodology
  • 2. Capture success criteria
  • 3. Document pain points and challenges
- Determine the scope and business objectives
  • 1. Identify key stakeholders
  • 2. Define business requirements
  • 3. Assess current business processes
Topic 4: Planning & Solution Design25%- Design user adoption strategy
  • 1. Change management
  • 2. Training requirements
- Define data model requirements
  • 1. Custom objects design
  • 2. Record types and page layouts
  • 3. Field-level security
- Design Sales Cloud solution
  • 1. Design lead management process
  • 2. Design account and contact management
  • 3. Design opportunity management
Topic 5: Salesforce Configuration25%- 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
- Configure reporting and dashboards
  • 1. Dashboard components
  • 2. Custom report types
  • 3. Standard and custom reports
Topic 6: Analytics & Insights10%- KPI measurement
  • 1. Report on business outcomes
  • 2. Define success metrics
- Configure analytics features
  • 1. Einstein Analytics basics
  • 2. Sales Cloud Einstein features
  • 3. Forecasting configuration

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q99-Q104):

NEW QUESTION # 99
Which best describes the Salesforce Automation feature "Contact Roles" ?

Answer: A


NEW QUESTION # 100
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?

Answer: D


NEW QUESTION # 101
The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and wants to merge them.
What should the consultant explain to the team about merging Person Accounts?

Answer: C

Explanation:
In Salesforce, Person Accounts are designed to represent individual customers rather than businesses. When it comes to managing duplicates, Person Accounts can only be merged with other Person Accounts. This is because Person Accounts have a unique structure that combines attributes of both Accounts and Contacts into a single record, making them incompatible for merging with standard Business Accounts or Contact records directly.
Here's a breakdown:
* Merge Process for Person Accounts: Salesforce provides a native merging feature specifically for Person Accounts. This process allows duplicate Person Accounts to be combined, with the primary account retaining essential data while duplicates are consolidated.
* Limitations: Person Accounts cannot be merged with standard Business Accounts or standalone Contacts due to differences in record structure and usage.
For further guidance on merging Person Accounts, Salesforce provides instructions in the Merging Accounts documentation, which outlines how to use the merge feature specifically for Person Accounts.


NEW QUESTION # 102
CORRECT TEXT
Anorganizationwants to keep separate systems as 'system of record'. How would you ensure data integrity in this scenario?

Answer:

Explanation:
Use
integration to access data from various systems or keep it 'correct' based on updates driven through Salesforce.com


NEW QUESTION # 103
Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
Which two tools should a consultant recommend to meet the requirement?
Choose 2 answers

Answer: A,B


NEW QUESTION # 104
......

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