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| Section | Weight | Objectives |
|---|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| 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. Document pain points and challenges
- 2. Understand sales methodology
- 3. Capture success criteria
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Define data model requirements
- 1. Custom objects design
- 2. Record types and page layouts
- 3. Field-level security
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design account and contact management
- 3. Design lead management process
|
| Salesforce Configuration | 25% | - Implement automation
- 1. Flow Builder
- 2. Approval processes
- 3. Process Builder
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Set up Salesforce Engage
- 3. Configure Einstein Activity Capture
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
|
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Sales-Cloud-Consultant Test Questions Vce & Simulation Sales-Cloud-Consultant Questions
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q126-Q131):
NEW QUESTION # 126
A company has created a newonboarding process. An Agent must create ten open activities that align to a step of this onboarding experience. Creating these activities can take up to 20 minutes each to complete.
What should the Agent recommend to minimize costs?
- A. Add an object-specific custom quick action to create new activities.
- B. Hire a certified developer to write an apextrigger that creates each new activity.
- C. Assign a single agent to create the activities on all new onboarding cases.
- D. Provide a macro that will automatically create the activities when executed.
Answer: D
NEW QUESTION # 127
Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. What could be done to prevent a sales representatives from adding these products to opportunities if they are not certified to sell them? Choose 2 answers
- A. Use a separate price book for the products requiring certification and only share the price book to users
1-' who are certified. - B. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified
- C. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.
- D. Use a validation rule on opportunity products to prevent them from adding products mrked as requiring certification if they are not certified.
Answer: A,D
NEW QUESTION # 128
Forecast Category "Best Case" can be summarized as:
- A. Closed + Commit + Best Case
- B. Closed + Commit
- C. Commit + Best Case + Pipeline
- D. Closed
Answer: A
NEW QUESTION # 129
Universal containers has configured a private sharing model with Opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?
- A. My collaborative opportunities
- B. My team selling and my opportunities
- C. My Team selling shared opportunities
- D. My Team's Opportunities - not 100% sure due to incomplete question.
Answer: B,D
NEW QUESTION # 130
As part of a new Salesforce Knowledge implementation, Universal Containers would like to migrate articles from their current database. Which factor should a Consultant consider as part of the migration strategy?
- A. Convert any articles containing HTML into plain text before importing because HTML is NOT support in any article field types
- B. Verify that each article type has field-level security on all fields set to read-only prior to import, in order to prevent any loss of data
- C. Ensure that each existing article type has a corresponding Salesforce Knowledge article type that matches it structure and content
- D. Prepare a single .csv file that can be used to migrate all article types at once and include a properties file in a .zip for import
Answer: C
NEW QUESTION # 131
......
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