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| Section | Weight | Objectives |
|---|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Einstein Analytics basics
- 3. Forecasting configuration
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
- Define data model requirements
- 1. Field-level security
- 2. Record types and page layouts
- 3. Custom objects design
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Understand sales methodology
- 3. Capture success criteria
- Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Integration requirements
- 1. Email integration
- 2. Calendar integration
- 3. Third-party integrations
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
- Data quality management
- 1. Matching rules
- 2. Duplicate rules
|
| Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Configure lead scoring
- 3. Set up Salesforce Engage
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
- Implement automation
- 1. Approval processes
- 2. Process Builder
- 3. Flow Builder
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q190-Q195):
NEW QUESTION # 190
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?
- A. All newly closed opportunities will use the new conversion rate.
- B. All opportunities with conversion rates will use the new rate.
- C. New opportunities will use the new conversion rate and old opportunities will remain the same.
- D. Opportunities created this month will use the new conversion rate and old opportunities will remain the same.
Answer: C
NEW QUESTION # 191
Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.
Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?
Choose 2 answers
- A. Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.
- B. Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-
- C. Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.
- D. Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.
Answer: B,D
Explanation:
Using a validation rule on Opportunity Products can prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge. The validation rule can check the value of a custom field on the Product object that indicates whether the myTrailhead badge is required, and compare it with a custom field on the User object that tracks whether the sales rep has completed the badge. If the validation rule evaluates to true, it can display an error message and block the addition of the Product.
Using a separate price book for the Products requiring the myTrailhead badge and only sharing the price book with sales reps who have completed the badge can also validate that sales reps have completed the myTrailhead badge. The price book can contain only the Products that require the badge, and it can be shared with sales reps who have a custom field on their User record that indicates they have completed the badge.
This way, only those sales reps can access and add those Products to their Opportunities.
NEW QUESTION # 192
Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page.
Which option should a consultant recommend to meet this requirement?
- A. Einstein Discovery
- B. Sales Engagement
- C. Salesforce Data Pipelines
Answer: A
Explanation:
Salesforce Data Pipelines can aggregate, transform, and load data from various internal and external sources into Salesforce. To display lifetime spend data on the Account detail page, Data Pipelines can be used to gather and visualize this data directly within the Salesforce interface. This option is particularly effective for integrating diverse data sources and presenting comprehensive insights on each Account.
NEW QUESTION # 193
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?
- A. Create a roll-up summary field on the parent account showing the total value of open opportunities from
'-' the child accounts. - B. Define a workflow rule to update the custom field on the parent account with the total value of open '-' opportunities from the child accounts.
- C. Use apex to update a custom field on the parent account with the total value of open opportunities from
'-' the child accounts. - D. Create a link on the account that opens a report showing the total value of open opportunities for all the
'-' accounts in the hierarchy.
Answer: C
NEW QUESTION # 194
How can end users sync their data from Outlook (using Salesforce for Outlook)? (Select all that apply)
- A. Setting up sync schedule in Salesforce
- B. Allowing sync to runregularly in the background
- C. Using the sync system try icon and clicking sync now
- D. Setting up sync schedule inOutlook
Answer: B,C
NEW QUESTION # 195
......
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