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| Section | Weight | Objectives |
|---|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Dashboard components
- 2. Custom report types
- 3. Standard and custom reports
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Configure lead scoring
- 3. Set up Salesforce Engage
- Implement automation
- 1. Approval processes
- 2. Process Builder
- 3. Flow Builder
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Third-party integrations
- 2. Email integration
- 3. Calendar integration
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
|
| Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design lead management process
- 3. Design opportunity management
- Define data model requirements
- 1. Record types and page layouts
- 2. Custom objects design
- 3. Field-level security
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Define business requirements
- 3. Assess current business processes
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Capture success criteria
- 3. Document pain points and challenges
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Define success metrics
- 2. Report on business outcomes
- Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q138-Q143):
NEW QUESTION # 138
Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?
- A. Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.
- B. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
- C. use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
- D. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.
Answer: B
NEW QUESTION # 139
Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.
Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to track and report on these subscription deals.
What should a consultant recommend to meet this requirement?
Answer:
Explanation:
Enable schedules on the Product object.
NEW QUESTION # 140
Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.
Which section of a SOW should the consultant discuss with CK to meet the requirement?
- A. Terms and Conditions
- B. Background
- C. Scope
Answer: B
Explanation:
The Scope section of the Statement of Work (SOW) typically includes details on the services and deliverables provided, which would encompass user training on new features and the method of delivery. The consultant should discuss this section with Cloud Kicks to clarify responsibilities and expectations related to user training, ensuring that the SOW addresses CK's requirements for effective user adoption and training outcomes.
NEW QUESTION # 141
In an organization with a private sharing model, Sam is a sales exec that reports to John, a Sales Manager. Sam has ownership of the ABC Company account record, and also has created an opportunity for ABC Co. Can Sam see John's data?
Answer:
Explanation:
No. John, as the manager in the hierarchy can see Sam's data, but not the other way around.
NEW QUESTION # 142
UC uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The
first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the
forecast. What should a consultant recommend for this scenario? Choose 2 answers
- A. Assign 0% probability to the first sales stage.
- B. Instruct sales users to enter $0 for the opportunity amount.
- C. Override the forecast to be $0 for first stage opportunities.
- D. Configure the first stage with the omitted forecast category.
Answer: A,D
NEW QUESTION # 143
......
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