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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|
| Topic 1: Integration & Optimization | 15% | - Integration requirements
- 1. Third-party integrations
- 2. Calendar integration
- 3. Email integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| Topic 2: Migration & Data Management | 10% | - Data migration strategy
- 1. Data loader configuration
- 2. Data mapping
- 3. Data validation rules
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Topic 3: Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Einstein Analytics basics
- 3. Forecasting configuration
|
| Topic 4: Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Dashboard components
- 2. Standard and custom reports
- 3. Custom report types
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Set up Salesforce Engage
- 3. Configure Einstein Activity Capture
- Implement automation
- 1. Process Builder
- 2. Flow Builder
- 3. Approval processes
|
| Topic 5: Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design account and contact management
- 3. Design lead management process
- Define data model requirements
- 1. Record types and page layouts
- 2. Custom objects design
- 3. Field-level security
|
| Topic 6: Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Assess current business processes
- 2. Define business requirements
- 3. Identify key stakeholders
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Document pain points and challenges
- 3. Capture success criteria
|
>> Sales-Cloud-Consultant認定資格試験問題集 <<
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間違ったトピックは複雑で規則性がない傾向があり、Sales-Cloud-Consultantトレント準備は、ユーザーが間違った質問のあらゆる論理的な構造を形成するのに役立ちます。誘導と照合、およびSales-Cloud-Consultantの調査問題は、次のステップに進み、間違ったトピックの詳細な分析を行い、ナレッジモジュールに存在するユーザーに、Sales-Cloud-Consultant試験問題のユーザーにどのように補うかを伝えます。自身の知識の抜け穴は、そのような間違いが二度と起こらないように、そのような質問に対処する方法を要約しています。
Salesforce Certified Sales Cloud Consultant 認定 Sales-Cloud-Consultant 試験問題 (Q100-Q105):
質問 # 100
Competitor is beating us out of deals. Where to track competitor product info?
- A. Opportunity product
- B. Opportunity
- C. Product
- D. Asset
正解:C
質問 # 101
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
What should the consultant recommend meeting the requirement?
- A. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.
- B. Use Revenue Schedules to capture instalment payment plan details for each Product.
- C. Create a Process Builder to create an Order for each instalment payment.
- D. Add a custom field to the Quotes object to capture the number of instalments.
正解:B
解説:
Revenue Schedules allow you to recognize revenue from a product over a period of time, rather than at the time of sale. You can create revenue schedules for products that are paid in instalments, and specify the amount and date of each instalment. This can help the finance department forecast the revenue more accurately and easily. Verified References:
* https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 15)
* https://help.salesforce.com/s/articleView?id=sf.forecasts3_revenue_schedule.htm&type=5
質問 # 102
Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.
How should the consultant meet this requirement?
- A. Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager
- B. Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.
- C. Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.
- D. Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.
正解:B
解説:
This solution will meet the requirement by allowing Universal Containers to divide the revenue of the closed Opportunities between sales reps that worked on the deal and credit technical sales managers for their support.
Enabling Opportunity splits will allow sales reps to share credit for an Opportunity with other team members based on their contribution or involvement in closing a deal. Revenue splits will allow sales reps to divide a percentage of an Opportunity's amount among team members who helped generate revenue for that Opportunity. Overlay splits will allow sales reps to give credit to team members who provided assistance or support for that Opportunity without generating revenue directly.
質問 # 103
Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of Sales needs one place to find reports for all the regions and still wants to retain visibility of the reports in each folder. What should the Consultant recommend to meet this requirement?
- A. Create subfolders, keeping the top region folder sharing settings and limiting the sharing settings for the subfolders for each region.
- B. Create all new regional folders and move the reports to the respective region folder with viewer access.
- C. Create all new regional folders and move the reports to the respective region folder with subscribe access.
- D. Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders for each region.
正解:B
質問 # 104
The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.
Which three actions should a consultant recommend to meet this requirement?
Choose 3 answers
- A. Create Status picklist values specific to each lead type.
- B. Create distributor and retailer lead record types.
- C. Create a new profile and only assign one lead record type to it.
- D. Add leads to different campaigns based on lead type.
- E. Create retailer and distributor lead processes.
正解:A、B、E
質問 # 105
......
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