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| Section | Weight | Objectives |
|---|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Training requirements
- 2. Change management
- Define data model requirements
- 1. Field-level security
- 2. Custom objects design
- 3. Record types and page layouts
- Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
|
| Integration & Optimization | 15% | - Integration requirements
- 1. Email integration
- 2. Calendar integration
- 3. Third-party integrations
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Forecasting configuration
- 3. Einstein Analytics basics
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
- Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Capture success criteria
- 3. Understand sales methodology
|
| Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure lead scoring
- 3. Configure Einstein Activity Capture
- Implement automation
- 1. Approval processes
- 2. Flow Builder
- 3. Process Builder
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
|
| Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data mapping
- 2. Data validation rules
- 3. Data loader configuration
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q167-Q172):
NEW QUESTION # 167
Cloud Kicks wants to implement a methodology to determine wich current Leads have the most in common with Leads that have successfully been converted in the past. How can Cloud Kicks support this requirement?
- A. Use Einstein Lead Scoring.
- B. Use Lead Conversation Reporting.
- C. Create a Joined report.
- D. Create a lead Rollup Summary Field.
Answer: A
NEW QUESTION # 168
A sales representative at Universal Containers frequently has multiple quotes related to an opportunity. Which solution should a consultant recommend to manage the quotes?
- A. Click the Start Sync button on an opportunity to link it to a quote for an automatic synchronization.
- B. Click the Start Sync button on a quote to link it to the opportunity for automatic synchronization.
- C. Create workflow rules on opportunity product and quote line items to keep them synchronization.
- D. Update the quote line item when a change is made to the opportunity product line items.
Answer: B
NEW QUESTION # 169
Universal Containers to plans implement to implement lead management functionality for channel sales
representative who needs to push pre-qualified leads to their partner. Partners need the ability to access and
update the lead assigned to them. What solution should a consultant recommend for the scenario?
- A. Create a customized site where partners can self-register and access their leads.
- B. Create a task for the partner where a new lead is created and assign it to partner in the Partner '-'
Community. - C. Configure a separate lead record type and page layout for the partner community.
- D. Add the leads tab to the Partner Community and configure partner profile to access leads
Answer: D
NEW QUESTION # 170
Northern Trail Outfitters (NTO) is moving their legacy Customer Relationship Management (CRM) system to salesforce sales cloud. What should the consultant recommend to ensure a successful implementation?
- A. Review the current system with all levels of users to understand their requirements
- B. Review the current system with IT management to understand their requirement
- C. Review the current system with and configure sales cloud to work in the same way
- D. Review the current system with executive management to understand their requirement
Answer: D
NEW QUESTION # 171
Northern Trail Outfitters (NTO) needs to quickly look up contacts, accounts, and opportunities and easily log calls. The team wants to access to customer information even without an Internet connection because of limited coverage in certain geographic areas. Which mobile solution should NTO use?
- A. Salesforce App
- B. Custom hybrid App
- C. Salesforce Mobile App
- D. Salesforce Touch App
Answer: C
NEW QUESTION # 172
......
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