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| Section | Weight | Objectives |
|---|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Capture success criteria
- 2. Understand sales methodology
- 3. Document pain points and challenges
- 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. Calendar integration
- 2. Third-party integrations
- 3. Email integration
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| 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
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data mapping
- 2. Data loader configuration
- 3. Data validation rules
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Planning & Solution Design | 25% | - Define data model requirements
- 1. Custom objects design
- 2. Record types and page layouts
- 3. Field-level security
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design lead management process
- 3. Design account and contact management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Salesforce Configuration | 25% | - Implement automation
- 1. Process Builder
- 2. Approval processes
- 3. Flow Builder
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Configure Einstein Activity Capture
- 3. Set up Salesforce Engage
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q181-Q186):
NEW QUESTION # 181
There are four steps to managing Products and Price Books. Can you put the steps in order?
- A. Create Product
- B. Set List Price
- C. Defined Standard Price
- D. Create Custom Price Book
Answer: B,C,D
NEW QUESTION # 182
A contact center manager wants to measure improvements to operations after the implementation of a new
workforce management system.
Which two metrics can be used to assess the success of the new workforce management system? Choose 2
answers
- A. Schedule adherence
- B. Agent utilization
- C. Quality monitoring score
- D. Number of calls offered
Answer: A,B
NEW QUESTION # 183
The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.
Which two steps should the consultant recommend?
Choose 2 answers
- A. Enable Mobile SDK.
- B. Download the Salesforce mobile app.
- C. Enable Salesforce Inbox.
- D. Enable caching and Offline Edit.
Answer: B,D
NEW QUESTION # 184
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection.
Which mobile solution is appropriate for the Universal Containers' sales team?
- A. Salesforce Mobile App
- B. Custom hybrid App
- C. Salesforce A App
- D. Salesforce Touch App
Answer: A
NEW QUESTION # 185
Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company's product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement?
Choose 2 answers
- A. Enable Default Account Teams for each product line.
- B. Create criteria-based opportunity sharing rules for each product line.
- C. Enable Default Opportunity Teams for the Opportunity.
- D. Manually assign a product-specific role to each product engineer.
Answer: B,D
Explanation:
A). Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group of users. For example, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it.
B). Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the product engineer to the Opportunity when it is created. This is useful when you need to assign a specific user to multiple Opportunities.
NEW QUESTION # 186
......
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