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| Section | Weight | Objectives |
|---|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Define business requirements
- 3. Assess current business processes
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Document pain points and challenges
- 3. Capture success criteria
|
| Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data mapping
- 2. Data loader configuration
- 3. Data validation rules
|
| Integration & Optimization | 15% | - Integration requirements
- 1. Calendar integration
- 2. Email integration
- 3. Third-party integrations
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design lead management process
- 3. Design opportunity management
- Define data model requirements
- 1. Record types and page layouts
- 2. Custom objects design
- 3. Field-level security
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Define success metrics
- 2. Report on business outcomes
- Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
|
| Salesforce Configuration | 25% | - Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Configure Einstein Activity Capture
- 3. Set up Salesforce Engage
- Configure reporting and dashboards
- 1. Dashboard components
- 2. Standard and custom reports
- 3. Custom report types
|
>> Sales-Cloud-Consultant Exam Question <<
Sales-Cloud-Consultant Exam Question & Latest Salesforce Certification Training - Salesforce Salesforce Certified Sales Cloud Consultant
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q69-Q74):
NEW QUESTION # 69
Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
- A. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed U daily.
- B. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to u VP of sales.
- C. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
- D. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be L-' emailed daily to the VP of Sales.
Answer: B
NEW QUESTION # 70
CORRECT TEXT
What prerequisites must you meet before territory management can be enabled?
Answer:
Explanation:
Your
organization must be using customizable forecasting in order to enable territory management.
NEW QUESTION # 71
Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?
Choose 2 answers
- A. Terms and Conditions
- B. Scope
- C. Background
- D. Approach
Answer: B,D
NEW QUESTION # 72
The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.
What should be recommended?
- A. Schedule a custom forecast report to run daily and store the results in a custom report folder.
- B. Create a reporting snapshot to run daily and store the results in a custom object.
- C. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
- D. Create a reporting snapshot to run weekly and store the results in a custom object.
Answer: D
NEW QUESTION # 73
Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.
A consultant is assessing how CK can divide its forecasts by footwear line.
Which solution should the consultant recommend to improve CK's forecasts?
- A. Configure a new Forecast Type on Opportunity grouped by Product Family.
- B. Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.
- C. Configure a new Forecast Type on Opportunity Product grouped by Product Family.
- D. Make separate stages and sales processes for each Product Family.
Answer: C
Explanation:
Configuring a new Forecast Type on Opportunity Product grouped by Product Family can improve CK's forecasts by dividing them by footwear line. A Forecast Type is a set of settings that define how forecasts are calculated and displayed for a specific business scenario, such as product line, territory, or revenue type. A Forecast Type can use either standard or custom opportunity fields to group and filter forecast data, such as Type, Product Family, or Territory. By grouping forecast data by Product Family, CK can see how much revenue they expect to close for each footwear line, such as Formal or Athletic.
NEW QUESTION # 74
......
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