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| Section | Weight | Objectives |
|---|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Custom report types
- 2. Standard and custom reports
- 3. Dashboard components
- Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure lead scoring
- 3. Configure Einstein Activity Capture
- Implement automation
- 1. Process Builder
- 2. Approval processes
- 3. Flow Builder
|
| Integration & Optimization | 15% | - Integration requirements
- 1. Calendar integration
- 2. Email integration
- 3. Third-party integrations
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Understand sales methodology
- 2. Capture success criteria
- 3. Document pain points and challenges
- Determine the scope and business objectives
- 1. Assess current business processes
- 2. Identify key stakeholders
- 3. Define business requirements
|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Forecasting configuration
- 2. Sales Cloud Einstein features
- 3. Einstein Analytics basics
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Training requirements
- 2. Change management
- Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design lead management process
- 3. Design opportunity management
- Define data model requirements
- 1. Field-level security
- 2. Custom objects design
- 3. Record types and page layouts
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q189-Q194):
NEW QUESTION # 189
A Campaign Call-Down report justifies the spend on programs; helps to know who to target for future campaigns; shows the relations to sales data, lead data, and analysis of campaigns; and reflects how customer community interacts and how it affects sales. Who would benefit most from the idea that this report shows the relations tosales data, lead data, and analysis of campaigns?
- A. Campaign Manager
- B. BI/Analytics
- C. VP Marketing
- D. Marketing Executive
Answer: B
NEW QUESTION # 190
Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month in comparison to the same time last year. The VP of Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the Consultant take to create a solution? (Choose two.)
- A. Create a dashboard component; schedule the dashboard to refresh monthly.
- B. Schedule an analytic snapshot of the Opportunity object to run monthly.
- C. Create a report based on the Opportunity snapshot.
- D. Schedule an analytic snapshot of the Opportunity history object to run monthly.
- E. Create a custom Opportunity report using custom formula fields for the stage closed/won.
Answer: B,C
NEW QUESTION # 191
The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.
Which three prerequisites must be met before the consultant can enable Person Accounts?
Choose 3 answers
- A. User Profiles with Read access to Accounts must also have Read access to Contacts.
- B. The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.
- C. The CK customer portal must be disabled to allow Person Account self-registration in the future.
- D. At least one Record Type should be created for Accounts.
- E. The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.
Answer: A,B,D
Explanation:
These are the prerequisites for enabling Person Accounts in a Salesforce org, as stated in the documentation.
Person Accounts are a special type of account that combines account and contact data into a single record.
They are useful for B2C scenarios where individuals are customers rather than organizations.
NEW QUESTION # 192
Cloud Kicks wants the sales operations team to be able to process customer credit card payments within Salesforce.
Which approach should the consultant recommend to meet this requirement?
Answer:
Explanation:
Utilize an application from the AppExchange.
NEW QUESTION # 193
Universal publications are a publishing house that sells online subscriptions for its leading magazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals. What should a consultant recommend to meet this requirement?
- A. Use assets with a lookup to opportunity object.
- B. Enable schedules on opportunity object.
- C. Enable schedules on product object.
- D. Use contracts with a lookup to opportunity object.
Answer: C
NEW QUESTION # 194
......
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