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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Salesforce Configuration	25%	- Configure reporting and dashboards 1. Dashboard components 2. Standard and custom reports 3. Custom report types - Implement automation 1. Process Builder 2. Flow Builder 3. Approval processes - Set up Sales Cloud features 1. Configure lead scoring 2. Set up Salesforce Engage 3. Configure Einstein Activity Capture
Topic 2: Planning & Solution Design	25%	- Design Sales Cloud solution 1. Design opportunity management 2. Design account and contact management 3. Design lead management process - Design user adoption strategy 1. Change management 2. Training requirements - Define data model requirements 1. Record types and page layouts 2. Field-level security 3. Custom objects design
Topic 3: Analytics & Insights	10%	- Configure analytics features 1. Sales Cloud Einstein features 2. Forecasting configuration 3. Einstein Analytics basics - KPI measurement 1. Report on business outcomes 2. Define success metrics
Topic 4: 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. Third-party integrations 2. Calendar integration 3. Email integration
Topic 5: Migration & Data Management	10%	- Data quality management 1. Matching rules 2. Duplicate rules - Data migration strategy 1. Data mapping 2. Data validation rules 3. Data loader configuration
Topic 6: Customer Discovery	15%	- Conduct discovery sessions 1. Understand sales methodology 2. Capture success criteria 3. Document pain points and challenges - Determine the scope and business objectives 1. Identify key stakeholders 2. Define business requirements 3. Assess current business processes

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q153-Q158):

NEW QUESTION # 153
Which of the following are the main challenges that affect Sales Rep productivity? (Select all that apply)

A. Having to create reports manually
B. Not enough leads from marketing
C. Difficulty in keeping client data current
D. Lack of motivation
E. Tedious data entry process
F. Difficulty in finding information

Answer: A,C,E,F

NEW QUESTION # 154
Why are profiles important when managing security of records? (Select all that apply)

A. When custom applications are installed or created, you can manage access at the profile level.
B. Profiles manage data visibility based on where users are placed
C. Profiles allow users Read permission only. Toallow Create, Edit, or Delete permissions, an admin must change the default setting.
D. Profiles define auser's permission to perform different functions within Salesforce.

Answer: A,D

NEW QUESTION # 155
What is a consideration when implementing Advanced Currency Management? Choose 3 answers

A. Advanced currency management can be enabled or disabled in the organization under the company profile if needed.
B. Advanced currency management dated exchange rates are automatically updated on a monthly basis
C. Currency roll-up summary fields from opportunities to an account use the static conversion rate
D. Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate
E. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.

Answer: A,D,E

NEW QUESTION # 156
Universal Containers has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement?

A. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a accounts when it reaches closed/won stage.
B. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
C. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
D. Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.

Answer: C

NEW QUESTION # 157
Sales Rep Phil Smith has an opportunity for $50,000 in the Commit stage. Which aggregates on Phil's forecast
will include this amount? (Select all that apply)

A. Commit
B. Closed
C. Best Case
D. Pipeline

Answer: A,C,D

NEW QUESTION # 158
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