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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

Section	Weight	Objectives
Analytics & Insights	10%	- KPI measurement 1. Define success metrics 2. Report on business outcomes - Configure analytics features 1. Einstein Analytics basics 2. Forecasting configuration 3. Sales Cloud Einstein features
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 opportunity management 3. Design lead management process - Define data model requirements 1. Record types and page layouts 2. Field-level security 3. Custom objects design
Salesforce Configuration	25%	- Configure reporting and dashboards 1. Dashboard components 2. Custom report types 3. Standard and custom reports - Implement automation 1. Approval processes 2. Flow Builder 3. Process Builder - Set up Sales Cloud features 1. Configure Einstein Activity Capture 2. Configure lead scoring 3. Set up Salesforce Engage
Integration & Optimization	15%	- 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. Email integration 2. Third-party integrations 3. Calendar integration
Customer Discovery	15%	- Determine the scope and business objectives 1. Identify key stakeholders 2. Assess current business processes 3. Define business requirements - Conduct discovery sessions 1. Understand sales methodology 2. Capture success criteria 3. Document pain points and challenges
Migration & Data Management	10%	- Data quality management 1. Matching rules 2. Duplicate rules - Data migration strategy 1. Data loader configuration 2. Data validation rules 3. Data mapping

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q82-Q87):

NEW QUESTION # 82
Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities?

A. All campaigns created within the last 60 days will be added to the campaign influence related list.
B. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
C. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
D. All contacts associated with campaigns will be added to the campaign influence related list.

Answer: B

NEW QUESTION # 83
The Cloud Kicks pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are already closed/won. The VP of Sales wants visibility on how often the sales representatives are creating opportunities like this. Which two solutions should the Consultant recommend?
Choose 2 answers

A. Configure a report that displays Opportunities that have a closed date less than, or equal to, the created date.
B. Utilize a process builder to send an email to sales management when the Opportunity is created in the closed/won stage.
C. Run the Opportunity pipeline standard report to view the upcoming Opportunities by stage.
D. Enable High Velocity Sales so that the VP of Sales can get a global view of quick closed Opportunities.
E. Implement a process builder that automatically updates the Opportunity to the first stage in the sales process.

Answer: A,B

NEW QUESTION # 84
If you activate Salesforce to Salesforce is it reversible?

Answer:

Explanation:
Enabling Salesforce to Salesforce is not reversible, however, you control the information you share and the connections you share with. You can stop sharing or modify sharing settings at any time.

NEW QUESTION # 85
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time.
What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?

A. Tell reps to use the list view to move opportunities between stages.
B. Modify multiple opportunities at one time in the Forecast page.
C. Use in-line editing to update the forecast amount for records.

Answer: B

Explanation:
The Forecasts page in Salesforce allows sales managers and reps to view and manage forecast data in real- time. By using the "Forecasts" page, managers can efficiently modify multiple opportunities at once without needing to navigate between individual records. This capability is particularly useful during pipeline meetings as it enables real-time updates to forecasted amounts, streamlining the process and making meetings more efficient.
Salesforce's Forecasts functionality includes the ability to quickly adjust forecast amounts, manage opportunity splits, and commit forecast figures, all within the same interface. This is ideal for pipeline meetings where sales managers need to make quick adjustments based on real-time discussions.
While in-line editing can be helpful, it's limited to updating individual records rather than making bulk changes. Using list views for moving opportunities between stages might help reps manage their pipeline, but it doesn't offer the direct forecasting adjustments required to streamline forecast meetings.
Salesforce Documentation References:
Collaborative Forecasts Overview
Forecasts Page Features

NEW QUESTION # 86
Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.
What should the consultant recommend to the account executives?

A. Share Opportunities with specific users by granting Read access to Opportunities in their portfolio
B. Add specific users as Opportunity team members with a role that grants Read/Write access
C. Share Accounts with specific users and their respective teams.
D. Add specific users as Account team members with a role that grants Modify All access.

Answer: B

Explanation:
* Adding specific users as Opportunity team members with a role that grants Read/Write access allows
* account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.

NEW QUESTION # 87
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