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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
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Capture success criteria
- 3. Understand sales methodology
- Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Define business requirements
- 3. Assess current business processes
|
| Integration & Optimization | 15% | - Integration requirements
- 1. Calendar integration
- 2. Email integration
- 3. Third-party integrations
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- Implement automation
- 1. Approval processes
- 2. Flow Builder
- 3. Process Builder
- Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure Einstein Activity Capture
- 3. Configure lead scoring
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Define data model requirements
- 1. Field-level security
- 2. Custom objects design
- 3. Record types and page layouts
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
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Salesforce Sales-Cloud-Consultant is a certification exam to test IT expertise and skills. If you find a job in the IT industry, many human resource managers in the interview will reference what Salesforce related certification you have. If you have Salesforce Sales-Cloud-Consultant Certification, apparently, it can improve your competitiveness.
Salesforce Certified Sales Cloud Consultant Sample Questions (Q98-Q103):
NEW QUESTION # 98
Universal Containers requires that each of its products is sold with 12 months of product maintenance. This is
enter... a separate opportunity product line item on the opportunity. Once an opportunity is closed/won and the
order has been shipped to the customer, the service manager manually records the maintenance line item in the
assets object and sends an alert 90 days prior to the expiration date. What should a consultant recommend to
streamline this process?
- A. Create a trigger on the asset object once an opportunity is closed/won, and add a button to the '-'
opportunity layout. - B. Request the sync order to asset feature from salesforce to create an asset record once an opportunity is
'-' closed/won. - C. Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is
closed/won. - D. Install an AppExchange app or create a trigger to automatically create an asset record once an '-'
opportunity is closed/won.
Answer: D
NEW QUESTION # 99
Cloud Kicks requires sales associates to record all activities within Sales force. Which sales metric can be derived from these activities?
- A. Marketing Influence
- B. Forecast Accuracy
- C. Close Rate
- D. Rate of Contact
Answer: D
NEW QUESTION # 100
Universal Containers would like to associate some contacts with more than one Account (e.g., a contact is an employee of one account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement?
- A. Associate the contact to other account using lookup field.
- B. Clone the contact record and add to the 2nd account.
- C. Enable Contact to multiple Accounts feature
- D. Add the contacts to the partner related list on the second Account.
Answer: C
NEW QUESTION # 101
Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users.
What should a consultant consider when rolling out forecast?
- A. Single Category or Cumulative Forecast Rollup should be defined.
- B. Opportunity Splits must be enabled at the same time.
- C. Multiple Forecast Types must be created and activated.
Answer: A
Explanation:
When deploying Collaborative Forecasts with varied sales stages across product lines, creating and activating multiple Forecast Types is essential. Here's why:
* Multiple Forecast Types for Different Product Lines: With different sales stages across product lines, each product line may require a unique forecast type to reflect its distinct stages. Salesforce allows the creation of multiple forecast types, which can be configured to cater to specific sales processes.
* Accurate Forecasting: By setting up multiple forecast types, Cloud Kicks can ensure that forecasts align with the unique sales processes for each product line, enabling accurate and actionable forecasting.
* Salesforce Best Practices: Salesforce recommends defining multiple forecast types when organizations have varied sales stages, as this allows for customized forecast management that aligns with business requirements.
* References: Salesforce's documentation on Collaborative Forecasts outlines the process of configuring multiple forecast types and how to manage them.
In summary, creating and activating multiple Forecast Types (Option B) is necessary to accurately roll out forecasts across varied product lines at Cloud Kicks.
NEW QUESTION # 102
Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly.
Which solution should the consultant recommend to meet the requirement?
- A. Activate schedules on the Opportunity object.
- B. Enable schedules on the Product object.
- C. Implement contracts with a lookup to the Opportunity object.
- D. Configure assets with a lookup to the Opportunity object.
Answer: B
NEW QUESTION # 103
......
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