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| Section | Weight | Objectives |
|---|
| Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Integration requirements
- 1. Calendar integration
- 2. Email integration
- 3. Third-party integrations
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Capture success criteria
- 2. Document pain points and challenges
- 3. Understand sales methodology
- Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- 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
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design opportunity management
- 3. Design lead management process
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Define data model requirements
- 1. Record types and page layouts
- 2. Custom objects design
- 3. Field-level security
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q165-Q170):
NEW QUESTION # 165
Where are Dated Exchange rates not used?
Answer:
Explanation:
Dated exchange rates are not used in forecasting, currency fields in other objects, or currency fields in other types of reports.
NEW QUESTION # 166
Universal Containers has a large amount of data that currently lives in a system outside of Sales Cloud. Users need to see a subset of this data.
Which consideration should the consultant take into account?
- A. Salesforce Connect allows real-time access to current data.
- B. Salesforce Connect External Objects count against the limit of custom objects.
- C. Salesforce Connect should be used with on-premises data systems.
Answer: A
Explanation:
Salesforce Connect is designed to provide real-time access to data stored outside of Salesforce, allowing users to view and interact with external data as if it were native within Salesforce. This is ideal for Universal Containers since they only need access to a subset of the external data rather than migrating it entirely into Sales Cloud.
* Real-Time Data Access: Salesforce Connect provides users with access to up-to-date information from external systems, which is especially useful for large datasets that don't need full integration.
* Efficiency in Data Management: This approach avoids data duplication and maintains external system performance by only referencing the necessary records.
Option A (external objects counting against custom object limits) is incorrect, as external objects have their own limits separate from custom objects. Option B (using with on-premises systems) is incorrect, as Salesforce Connect can work with both cloud and on-premises data sources. For more, see the Salesforce Connect Overview.
NEW QUESTION # 167
Northern Trail Outfitters' European and Asia specific sales team have different business requirements on how to create new opportunities. The team must configure a set of geographically-specific fields relevant only to their team as well as common fields that both teams will utilize. Additionally, each team should NOT be able to report on the other's region specific-fields.
- A. Build a custom object with private sharing to capture the additional fields as a separate record.
- B. Utilize Visualforce to build an opportunity page that dynamically checks the user's region to determine which fields to display.
- C. Implement field-level security to allow access to fields for the respective regional sales team.
- D. Create a separate page layouts and record types for each of the regional sales team.
Answer: C
NEW QUESTION # 168
Which of the following descriptions best describe Content?
- A. A collaboration tool
- B. A toolfor extending pricing proposals to customers
- C. A content management tool for users who seek information
- D. A library that allows access to documents
- E. A data enrichment tool that maintains updated data
Answer: D
NEW QUESTION # 169
A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management.
What should the consultant utilize to present the information?
- A. System Landscape Diagram
- B. Business Process Map
- C. Entity Relationship Diagram
- D. Sales Architecture Map
Answer: B
Explanation:
Explanation
The best way for the consultant to present the information about how sales reps use Salesforce to work a deal is to utilize a Business Process Map. This map will provide an overview of the process, and can be used to explain how each step of the process works. Additionally, a Business Process Map can also be used to identify areas of optimization and improvement, as well as to document any changes that need to be made. A Sales Architecture Map, System Landscape Diagram, and Entity Relationship Diagram are not suitable for this purpose.
NEW QUESTION # 170
......
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