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| Section | Weight | Objectives |
|---|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
|
| 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. Assess current business processes
- 3. Define business requirements
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Define data model requirements
- 1. Custom objects design
- 2. Record types and page layouts
- 3. Field-level security
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Set up Salesforce Engage
- 3. Configure lead scoring
- Implement automation
- 1. Approval processes
- 2. Flow Builder
- 3. Process Builder
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q156-Q161):
NEW QUESTION # 156
Universal Containers currently uses the customizable forecasting feature. A sales representative at Universal Containers has four opportunities for the current quarter that are detailed below:
* $3,500 opportunity in the Best Case forecast category
* $2,000 opportunity in the Commit forecast category
* $1,000 opportunity that has been closed/won
* $1,000 opportunity that has been lost
What are the sales representatives Best Case forecast for the current quarter?
- A. $5,500
- B. $6,500
- C. $3,500
- D. $2,000
Answer: B
NEW QUESTION # 157
The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.
Which three actions should a consultant recommend to meet this requirement?
Choose 3 answers
- A. Create Status picklist values specific to each lead type.
- B. Create a new profile and only assign one lead record type to it.
- C. Create retailer and distributor lead processes.
- D. Add leads to different campaigns based on lead type.
- E. Create distributor and retailer lead record types.
Answer: A,C,E
Explanation:
Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.
NEW QUESTION # 158
Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic.
Which option should a consultant recommend to meet this requirement?
- A. Create a custom report based on Lightning Exit By Page Metrics.
- B. Create a custom report based on Lightning Usage By Browser Metrics.
- C. Install the Salesforce Adoption Dashboards package from AppExchange.
Answer: C
Explanation:
To understand which pages receive the highest traffic, installing the Salesforce Adoption Dashboards package from AppExchange is recommended. Here's why:
* Pre-Built Insights: The Adoption Dashboards package provides pre-built reports and dashboards that track user engagement, including page views, logins, and feature usage, which helps admins quickly identify which pages are most frequently accessed.
* Efficiency and Ease of Use: This package eliminates the need for custom report building and offers insights into user behavior right out of the box, making it easier for admins to monitor adoption and engagement.
* Salesforce Best Practices: Salesforce recommends using adoption dashboards to measure user engagement and optimize usage. The package is specifically designed to track and improve Salesforce adoption effectively.
* References: Information on Salesforce Adoption Dashboards can be found in the Salesforce AppExchange and related documentation, which details installation and usage.
In summary, installing the Salesforce Adoption Dashboards package from AppExchange (Option A) provides Cloud Kicks with comprehensive, easy-to-use tools for tracking page traffic and user engagement.
NEW QUESTION # 159
During end-to-end testing, the test users log issues stating that the solution is not working according to what they expected. The stakeholders have signed off on the solution.
What should a Consultant do to remedy this?
- A. Contact key stakeholders to determine if a change to the requirements is necessary.
- B. Set up a meeting with test users and do a requirements workshop.
- C. Address these issues during the sign-off stage.
- D. Revise the solution to meet the needs of the test users and develop training materials for the full team.
Answer: A
NEW QUESTION # 160
Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements. What action should a consultant take to minimize changes in scope during the design and build phases? Choose 2 answers
- A. Obtain customer sign-off on the solution design
- B. Map solution design documents to system test scripts
- C. Update requirements based on feedback from key stakeholders
- D. Map business requirements to the solution design
Answer: A,D
NEW QUESTION # 161
......
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