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| Section | Weight | Objectives |
|---|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Define data model requirements
- 1. Record types and page layouts
- 2. Field-level security
- 3. Custom objects design
|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Salesforce Configuration | 25% | - Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Configure Einstein Activity Capture
- 3. Set up Salesforce Engage
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Integration requirements
- 1. Calendar integration
- 2. Email integration
- 3. Third-party integrations
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Define business requirements
- 2. Identify key stakeholders
- 3. Assess current business processes
- Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Capture success criteria
- 3. Understand sales methodology
|
| Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data validation rules
- 2. Data loader configuration
- 3. Data mapping
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q136-Q141):
NEW QUESTION # 136
Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process.What solution should a consultant recommend to meet these requirements? Choose 2 answers
- A. Configure opportunity record types for each sales process.
- B. Define the default opportunity teams for each opportunity record type.
- C. Create sales stages that align with opportunity record type.
- D. Define sales process to map to each opportunity record type.
Answer: C,D
NEW QUESTION # 137
Cloud Kicks has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?
- A. Opportunity should be set to Public Read/Write first.
- B. The Opportunity's Account will be implicitly Read for the team.
- C. The Opportunity will be implicitly Write for the team,
- D. Account should be set to Public Read first.
Answer: B
Explanation:
* The Opportunity's Account will be implicitly Read for the team is something that the consultant should consider when rolling out Opportunity Teams with Private Account organization-wide defaults. An Opportunity Team is a group of users who work together on an Opportunity, such as sales reps, sales engineers, managers, etc. Each Opportunity Team member has a role and a level of access to the Opportunity and its related records, such as Products, Quotes, Activities, etc. Organization-wide defaults are the baseline level of access that users have to records they do not own or share. Private organization-wide defaults mean that only the record owner and users above them in the role hierarchy can view and edit the records. Implicit sharing is a type of sharing that grants additional access to records based on relationships between objects or users. Implicit Read means that users can view but not edit a record.
* By rolling out Opportunity Teams with Private Account organization-wide defaults, the consultant should consider that the Opportunity Team members will have implicit Read access to the Opportunity's Account, meaning that they can view but not edit the Account record related to the Opportunity they are working on.
NEW QUESTION # 138
Northern Trail Outfitters (NTO) has over 20,000 Accounts and 75,000 Contacts. NTO wants to ensure the customer data is accurate and that the customers are still currently at their respective companies.
How can this be confirmed?
- A. Use a data enrichment tool to verify account and contact data is up-to-date.
- B. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.
- C. Create a workflow rule for the account and contact owner to confirm contact data.
- D. Create a workflow rule to mass email the contacts and capture any email bounces.
Answer: B
NEW QUESTION # 139
Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement?
Choose 2 answers
- A. Set Territory Management to grant Read access to opportunities owned by others.
- B. Set opportunity access on the role to view all opportunities associated with their accounts.
- C. Set organization-wide defaults for opportunities to Public Read-Only.
- D. Set organization-wide defaults for opportunities to Private.
Answer: B,D
Explanation:
These are the actions that can meet the requirement of restricting access to opportunities based on ownership and account association. Setting opportunity access on the role allows users to see opportunities owned by users below them in the role hierarchy, as well as opportunities associated with accounts they can access.
Setting organization-wide defaults for opportunities to Private means that users can only access opportunities they own, unless they are granted access by other means, such as sharing rules or manual sharing.
NEW QUESTION # 140
The Consultant at Cloud Kicks has successfully implemented the Einstein lead Scoring feature and now wants to measure the effectiveness and track lead conversation rates. Which three standard dashboards are available?
Choose 3 answers
- A. Conversion Rate by Lead Source
- B. Average Lead Score by Lead Source
- C. Lead Scores by Created Date
- D. Conversion Rate by Lead Score
- E. Lead score Distribution
Answer: E
NEW QUESTION # 141
......
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