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| Section | Weight | Objectives |
|---|
| Topic 1: Analytics & Insights | 10% | - Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Forecasting configuration
- 3. Einstein Analytics basics
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Topic 2: Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
- Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure lead scoring
- 3. Configure Einstein Activity Capture
- Implement automation
- 1. Process Builder
- 2. Approval processes
- 3. Flow Builder
|
| Topic 3: Planning & Solution Design | 25% | - Define data model requirements
- 1. Custom objects design
- 2. Field-level security
- 3. Record types and page layouts
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design account and contact management
- 3. Design lead management process
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
|
| Topic 4: Migration & Data Management | 10% | - Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Topic 5: Customer Discovery | 15% | - Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Understand sales methodology
- 3. Capture success criteria
- Determine the scope and business objectives
- 1. Define business requirements
- 2. Assess current business processes
- 3. Identify key stakeholders
|
| Topic 6: Integration & Optimization | 15% | - Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q10-Q15):
NEW QUESTION # 10
Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle.
Which two actions should a consultant recommend to meet these requirements?
Choose 2 answers
- A. Implement sales processes that map to each Opportunity record type.
- B. Create Opportunity record types for each product line.
Answer: A,B
Explanation:
* Implementing sales processes that map to each Opportunity record type and creating Opportunity record types for each product line are the two actions that can meet these requirements. A sales process is a set of stages that represent the steps in your sales cycle for a specific product line or business unit. An Opportunity record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating Opportunity record types for each product line and mapping them to different sales processes, sales reps can follow the product-specific sales cycle once they qualify a prospect.
NEW QUESTION # 11
In order to increase and promote adoption, sales management at Cloud Kicks wants sales representatives to follow Opportunities they create. Which two actions should the Consultant recommend to create a solution?
Choose 2 answers
- A. Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.
- B. Turn on the Chatter feed settings that enable users to automatically follow records that they create.
- C. Turn on the Chatter feed settings that enables stage notifications to opportunity owners.
- D. Create a report with newly created Opportunities and have sales management subscribe to the report.
Answer: B,D
NEW QUESTION # 12
How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?
- A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
- B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
- C. All contacts associated with campaigns will be added to the campaign influence related list.
- D. All campaigns created within the last 60 days will be added to the campaign influence related list.
Answer: A
Explanation:
Explanation
NEW QUESTION # 13
Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with ...opportunities are missing Contacts.
Which feature should a consultant recommend to build this report?
- A. Cross filter
- B. Joined report
- C. Custom report type
- D. Custom filter
Answer: A
NEW QUESTION # 14
Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an account by comparing the amount of emails that are exchanged in a month.
What should the consultant recommend?
- A. Activity Report
- B. Einstein Activity Capture
- C. Salesforce Inbox
Answer: B
Explanation:
To track and measure the health of an account by monitoring email exchanges, Einstein Activity Capture is the recommended tool. It automatically logs emails and meetings from a rep's email and calendar directly into Salesforce, providing insights into customer engagement without manual data entry.
* Automatic Data Capture: Einstein Activity Capture captures email interactions in real-time, providing an accurate and ongoing measure of account activity levels.
* Insights into Account Health: By analyzing the volume of interactions captured each month, Cloud Kicks can assess engagement levels and proactively manage account relationships.
Option A (Salesforce Inbox) enhances email productivity but does not provide automated data capture for analysis, and Option B (Activity Report) requires manual logging of data for it to be effective. For more on Einstein Activity Capture, see Salesforce Einstein Activity Capture documentation.
NEW QUESTION # 15
......
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