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| Section | Weight | Objectives |
|---|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Assess current business processes
- 2. Identify key stakeholders
- 3. Define business requirements
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Document pain points and challenges
- 3. Capture success criteria
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Integration requirements
- 1. Third-party integrations
- 2. Email integration
- 3. Calendar integration
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data mapping
- 2. Data validation rules
- 3. Data loader configuration
- Data quality management
- 1. Matching rules
- 2. Duplicate rules
|
| Salesforce Configuration | 25% | - 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
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Forecasting configuration
- 3. Einstein Analytics basics
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- 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
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q54-Q59):
NEW QUESTION # 54
UC uses an approval process on Opportunity to streamline approvals. Sales management needs to analyse the
numbers of opportunities at each step in the approval Process. What Solution will support this request?
- A. Create an opportunity with approvals report and filter by approval step.
- B. Create an approval process report and group by opportunity and approval step.
- C. Use a field update to capture the approval step on the opportunities for reporting.
- D. Add a roll-up summary field for approvals related to opportunities for reporting.
Answer: B
NEW QUESTION # 55
A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting.
What should the consultant use to gather requirements using an Agile methodology?
- A. User stories
- B. Forecast hierarchy
- C. Linear process
- D. Quip spreadsheet
Answer: A
Explanation:
User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user's perspective, using simple and clear language. User stories can help the consultant understand the customer's needs and priorities, and deliver value in small and frequent increments. Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)
https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories
NEW QUESTION # 56
Cloud Kicks' sales representatives need help to remove obstacles when working on high-value sales deals. The sales management team wants to monitor and empower collaboration with cross-functional teams.
Which two solutions should a consultant recommend to meet these requirements? Choose 2 answers
- A. Allow global team selling on Accounts.
- B. Enable Big Deal Alerts
- C. Enable mobile alerts for Einstein Engagement.
- D. Enable the Chatter feed on similar Opportunities.
- E. Enable Chatter feed tracking on Opportunities.
Answer: D
NEW QUESTION # 57
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities.
Based on this information, the owner of the ABC Corporation account record has the rights to take which actions?
- A. View, edit and delete related contacts and opportunities owned by other users
- B. Share the account with other users through manual sharing and account teams
- C. View, edit, and delete activities owned by other users directly related to the account
- D. Transfer ownership of related contacts and opportunities owned by other users
Answer: B
NEW QUESTION # 58
Universal Containers to plans implement to implement lead management functionality for channel sales
representative who needs to push pre-qualified leads to their partner. Partners need the ability to access and
update the lead assigned to them. What solution should a consultant recommend for the scenario?
- A. Add the leads tab to the Partner Community and configure partner profile to access leads
- B. Create a task for the partner where a new lead is created and assign it to partner in the Partner '-'
Community. - C. Create a customized site where partners can self-register and access their leads.
- D. Configure a separate lead record type and page layout for the partner community.
Answer: A
NEW QUESTION # 59
......
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