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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Integration & Optimization15%- Performance optimization
  • 1. Lightning Experience optimization
  • 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
  • 1. Release management
  • 2. User adoption monitoring
- Integration requirements
  • 1. Third-party integrations
  • 2. Calendar integration
  • 3. Email integration
Topic 2: Salesforce Configuration25%- Configure reporting and dashboards
  • 1. Dashboard components
  • 2. Custom report types
  • 3. Standard and custom reports
- Set up Sales Cloud features
  • 1. Set up Salesforce Engage
  • 2. Configure lead scoring
  • 3. Configure Einstein Activity Capture
- Implement automation
  • 1. Approval processes
  • 2. Flow Builder
  • 3. Process Builder
Topic 3: Migration & Data Management10%- Data quality management
  • 1. Matching rules
  • 2. Duplicate rules
- Data migration strategy
  • 1. Data loader configuration
  • 2. Data validation rules
  • 3. Data mapping
Topic 4: Analytics & Insights10%- 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
Topic 5: Customer Discovery15%- Determine the scope and business objectives
  • 1. Define business requirements
  • 2. Assess current business processes
  • 3. Identify key stakeholders
- Conduct discovery sessions
  • 1. Capture success criteria
  • 2. Understand sales methodology
  • 3. Document pain points and challenges
Topic 6: Planning & Solution Design25%- Define data model requirements
  • 1. Record types and page layouts
  • 2. Field-level security
  • 3. Custom objects design
- Design user adoption strategy
  • 1. Training requirements
  • 2. Change management
- Design Sales Cloud solution
  • 1. Design lead management process
  • 2. Design account and contact management
  • 3. Design opportunity management

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q106-Q111):

NEW QUESTION # 106
Cloud Kicks manages prospects for lead generation in a marketing application.
To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?

Answer: C

Explanation:
To ensure data quality when migrating prospects from a marketing application to lead records in Salesforce, it is best to migrate only qualified prospects. Qualified prospects are those that have met certain criteria indicating they have a higher likelihood of becoming customers. This approach reduces the volume of data that needs to be managed and focuses the sales team's efforts on leads with the highest potential. Salesforce's best practices for data migration emphasize the importance of migrating clean, relevant, and high-quality data to maintain system efficiency and effectiveness.


NEW QUESTION # 107
How are opportunity amounts displayed in reports?

Answer:

Explanation:
Standard reporting displays an amount in its original currency, however you can change this to display in any active currency.


NEW QUESTION # 108
CORRECT TEXT
How would you enforce a lead to enter their phone number via web-to-lead?

Answer:

Explanation:
Use
Java Script on the web to lead form to enforce entry of this data.


NEW QUESTION # 109
The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?

Answer: A


NEW QUESTION # 110
The Cloud Kicks CEO needs to run reports from the sales team's reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.
How should the consultant meet the requirement?

Answer: B


NEW QUESTION # 111
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