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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

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

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q74-Q79):

NEW QUESTION # 74
Your sole focus, when working with a client on data management, should be on initial data migration.

Answer: A


NEW QUESTION # 75
Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.
How can the documents be shared efficiently and securely?

Answer: B


NEW QUESTION # 76
Northern Trail Outfitters (NTO) currently uses the customizable forecasting feature. A sales representative at NTO has four opportunities for the current quarter that are detailed below: * $3,500 opportunity in the Best Case forecast category * $2,000 opportunity in the Commit forecast category * $1,000 opportunity that has been dosed/won * $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current quarter?

Answer: A


NEW QUESTION # 77
UC need to see customers purchasing activity on Accounts, contacts and contracts detailed pages, how could this be done?

Answer: B


NEW QUESTION # 78
Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of them.
What should the consultant recommend to fill in the missing franchises?

Answer: B

Explanation:
A data enrichment package from AppExchange can help identify and fill in missing data, such as unlisted franchises, by integrating external data sources to supplement Salesforce records. These packages typically use third-party data services to provide additional account information, ensuring that sales reps have a more complete view of account hierarchies.
This approach aligns with Salesforce's recommendations for managing account data and enhancing the quality of CRM records, as data enrichment tools can automatically update and add missing entries.


NEW QUESTION # 79
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