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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Migration & Data Management10%- Data migration strategy
  • 1. Data loader configuration
  • 2. Data mapping
  • 3. Data validation rules
- Data quality management
  • 1. Matching rules
  • 2. Duplicate rules
Topic 2: 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 3: Salesforce Configuration25%- Implement automation
  • 1. Flow Builder
  • 2. Approval processes
  • 3. Process Builder
- Set up Sales Cloud features
  • 1. Configure Einstein Activity Capture
  • 2. Set up Salesforce Engage
  • 3. Configure lead scoring
- Configure reporting and dashboards
  • 1. Dashboard components
  • 2. Standard and custom reports
  • 3. Custom report types
Topic 4: Analytics & Insights10%- 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
Topic 5: Planning & Solution Design25%- 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
Topic 6: Integration & Optimization15%- Ongoing support and maintenance
  • 1. Release management
  • 2. User adoption monitoring
- Integration requirements
  • 1. Third-party integrations
  • 2. Calendar integration
  • 3. Email integration
- Performance optimization
  • 1. Salesforce Mobile app configuration
  • 2. Lightning Experience optimization

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q137-Q142):

NEW QUESTION # 137
The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?
Choose 2 answers

Answer: A,C


NEW QUESTION # 138
Universal Containers uses a web-to-lead form to collect leads from its corporate website. Sales representatives want to prioritize their time on high-quality leads.
Which option should the consultant recommend?

Answer: C


NEW QUESTION # 139
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 wants to see the total value of open opportunities for all accounts in the hierarchy.
Which solution should a consultant recommend to meet this requirement?

Answer: A

Explanation:
Explanation/Reference:


NEW QUESTION # 140
What are the benefits of enabling territory management?
Choose 3 answers

Answer: B,D


NEW QUESTION # 141
Universal Containers' customer service technicians need to access the following information while at a customer site complete the service call: - Customer order history - Level of contracted support - List of replaceable parts Which system can Salesforce integrate with to retrieve this information and makes it available to technicians in the field?

Answer: C


NEW QUESTION # 142
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