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| Section | Weight | Objectives |
|---|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Einstein Analytics basics
- 3. Forecasting configuration
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data loader configuration
- 2. Data mapping
- 3. Data validation rules
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Set up Salesforce Engage
- 3. Configure lead scoring
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Capture success criteria
- 3. Understand sales methodology
- Determine the scope and business objectives
- 1. Define business requirements
- 2. Assess current business processes
- 3. Identify key stakeholders
|
| 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. Custom objects design
- 2. Record types and page layouts
- 3. Field-level security
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Integration requirements
- 1. Third-party integrations
- 2. Email integration
- 3. Calendar integration
|
>> Valid Sales-Cloud-Consultant Test Papers <<
Salesforce Sales-Cloud-Consultant Questions Pdf - Sales-Cloud-Consultant Simulation Questions
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q19-Q24):
NEW QUESTION # 19
Arrange the steps to set a pass code, in the correct order (using Salesforce Classic).
- A. Enter your pass code when prompted to create a pass code
- B. Enter your pass code again for confirmation
- C. Ensure that the Salesforce Classic application is installed and all your Sales force records are
downloaded to your device
Answer: A,B,C
NEW QUESTION # 20
Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?
- A. use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
- B. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
- C. Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.
- D. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.
Answer: A
Explanation:
Using the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page is the best way to meet the requirement of viewing all contracts for the Account on the Opportunity record. A Related List - Single component is a Lightning component that shows a single related list of records from another object on a record page. A Contract is a record that represents an agreement between an Account and an organization for products or services sold or delivered by an organization. By using the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page, sales reps can easily see all contracts for the Account related to an Opportunity without having to navigate to another page or create another lookup field.
NEW QUESTION # 21
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption, What should the consultant recommend?
- A. Conduct a requirements workshop to gather user stories.
- B. Create a report to track the login rate over the last 7 days.
- C. Add an Approvals process to the Opportunity object to enforce data standards.
- D. Create a Slack channel to gather and discuss feedback from users.
Answer: B
NEW QUESTION # 22
Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship. Which two potential solutions can the Consultant recommend? Choose 2:
- A. Add an Influencing Contact multi-select picklist field on the Account.
- B. Implement the Account Contact Role feature.
- C. Add a Lookup field to Contacts to indicate Influential Contacts.
- D. Track time invested in a custom field for each contact
Answer: A,B
NEW QUESTION # 23
Northern Trail Outfitters has organization-wide defaults set to private. Sales representatives own the accounts and want to collaborate with relevant people from other departments ( E. g. marketing and finance). Collaborating team members must be able to access and report on relevant dat a. Which two solutions should be recommended?
- A. Use Opportunity team to share records to relevant people
- B. Use Chatter to share records with relevant people
- C. Use manual sharing on account to share specific record.
- D. Use account team to share records with relevant people
Answer: A,D
NEW QUESTION # 24
......
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