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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Sales Productivity Features12%- Collaboration and Productivity Tools
  • 1. Email Integration and Activity Management
    Topic 2: Sales Process Automation20%- Sales Processes and Record Types
    • 1. Approval Processes
      • 2. Sales Path and Guidance
        Topic 3: Lead Management12%- Lead Assignment and Routing
        • 1. Lead Scoring and Conversion Rules
          Topic 4: Data Management and Integration15%- Data Quality and Import Tools
          • 1. Data Loader and Import Wizard
            • 2. Duplicate Management
              Topic 5: Sales Cloud Data Model and Configuration15%- Standard and Custom Objects
              • 1. Lead Conversion Process
                • 2. Account and Contact Relationships
                  Topic 6: Sales Analytics and Reporting12%- Reports and Dashboards
                  • 1. Sales Performance Metrics
                    Topic 7: Opportunity Management14%- Opportunity Lifecycle
                    • 1. Stages and Forecasting
                      • 2. Products and Price Books

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                        Salesforce Certified Sales Cloud Consultant 認定 Sales-Cloud-Consultant 試験問題 (Q26-Q31):

                        質問 # 26
                        CORRECT TEXT
                        If you work with the same account team regularly, can you set updefaults to manage reusable settings?

                        正解：

                        解説：
                        Yes
                        . You can set up a default account team. Your default account team will include the users that you normally work with on your accounts. You then have the option to automatically add your default account team to all of your accounts.


                        質問 # 27
                        The Cloud Kicks global sales team has asked for a simpler way to view and manage its Opportunity pipeline.
                        The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The account executive has suggested using the Kanban view. What are three considerations? Choose 3 answers

                        正解：A、C、E


                        質問 # 28
                        Universal Containers plans to deploy the new Service Cloud consoleto its support team. Which steps should be considered in deployment? (There are three correct answers.)

                        正解：A、B、E


                        質問 # 29
                        Access to Opportunities at Cloud Kicks should be restricted.
                        Sales users should only have access to two categories of Opportunities:
                        * Opportunities they own
                        * Opportunities that are tied to accounts they own
                        Which action should a consultant take to meet the requirement?

                        正解：A

                        解説：
                        To restrict access to opportunities such that sales users can only access:
                        * Opportunities they own
                        * Opportunities tied to accounts they own
                        The consultant should set the Opportunity access on the role hierarchy to "View All Opportunities associated with the accounts they own." Key Points:
                        * Organization-Wide Defaults (OWD): Setting OWD for Accounts and Opportunities to Private ensures that users cannot access records they don't own unless granted through sharing rules or role hierarchy.
                        * Role Hierarchy Settings: Adjusting the role hierarchy allows users to access opportunities associated with accounts they own, even if they don't own the opportunity records themselves.
                        * Opportunity Access on Roles:
                        * Navigate to Setup > Roles.
                        * Edit the relevant sales roles.
                        * In the "Opportunity Access" section, select "Users in this role can view all opportunities associated with accounts they own."
                        * Controlled Access: This configuration ensures that users see only the opportunities they own and those tied to their accounts, aligning with the requirement.
                        Salesforce Sales Cloud References:
                        * Role Hierarchy and Sharing Settings: Set Your Organization-Wide Sharing Defaults
                        * Opportunity Access via Roles: Define Access to Opportunities
                        * Grant Access Using Hierarchies: Roles and Internal Access
                        Why Options A and B are Incorrect:
                        * Option A: While setting OWD to Private is necessary, it doesn't by itself grant access to opportunities tied to accounts the user owns.
                        * Option B: Setting OWD to Public Read-Only would allow users to see all accounts and opportunities, which contradicts the requirement to restrict access.
                        By setting Opportunity access on the role to view all opportunities associated with the owner's accounts, Cloud Kicks ensures that sales users have appropriate access, fulfilling the specified access requirements.


                        質問 # 30
                        CORRECT TEXT
                        Can you email a dashboard to a non- Salesforce user, and will theybe able to access it?

                        正解：

                        解説：
                        No
                        . Only Salesforce users can access dashboards.


                        質問 # 31
                        ......

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