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| Section | Weight | Objectives |
|---|
| Topic 1: Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data mapping
- 2. Data validation rules
- 3. Data loader configuration
|
| Topic 2: Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Define business requirements
- 2. Assess current business processes
- 3. Identify key stakeholders
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Capture success criteria
- 3. Document pain points and challenges
|
| Topic 3: Planning & Solution Design | 25% | - Define data model requirements
- 1. Field-level security
- 2. Record types and page layouts
- 3. Custom objects design
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design opportunity management
- 3. Design lead management process
|
| Topic 4: 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. Process Builder
- 3. Flow Builder
- Configure reporting and dashboards
- 1. Dashboard components
- 2. Custom report types
- 3. Standard and custom reports
|
| Topic 5: Analytics & Insights | 10% | - Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Topic 6: Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Integration requirements
- 1. Email integration
- 2. Calendar integration
- 3. Third-party integrations
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q151-Q156):
NEW QUESTION # 151
The Marketing Director at Cloud Kicks has requested that a form be added to the company website to capture new lead contact information and the Primary Product they are interested in. Once submitted, a lead should receive an email tailored to the Primary Product they selected. The lead record should also be assigned to the correct owner for that Primary Product. Which three steps are required to create an efficient solution? Choose
3 answers
- A. Configure lead assignment rules to route leads to the correct owner.
- B. Create a lead owner field on the product record to use for assignment.
- C. Create a Visualforce page that includes both standard and custom fields.
- D. Generate a web-to-lead form that includes both standard and custom fields.
- E. Create email templates for each Primary Product with corresponding email response rules.
- F. Leverage a Lightning Component that collects the information and routes it.
Answer: A,D,E
NEW QUESTION # 152
Management at Northern Trail Outfitters want to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements?
Choose 2 answers
- A. Implement Collaborative Forecasting with product family.
- B. Build a custom forecast report showing product groups
- C. Build a forecast list view by product family groups
- D. Implement Collaborative Forecasting with quota attainment.
Answer: A,D
NEW QUESTION # 153
Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage.
Which option should a consultant recommend to meet this requirement?
- A. Analyze the Setup Audit Trail to determine the number of logins per day.
- B. Create and subscribe to a custom report of active users by role.
- C. Install the Salesforce Adoption Dashboard from AppExchange.
Answer: C
Explanation:
For organizations like Northern Trail Outfitters looking to gain insight into user adoption, the Salesforce Adoption Dashboard from the AppExchange provides a comprehensive and customizable solution. This dashboard offers key metrics, such as login frequency, feature usage, and data quality indicators, allowing stakeholders to monitor and analyze how users are interacting with Salesforce.
The dashboard offers visual insights into adoption trends and user behavior across different roles and regions, enabling administrators to identify areas where additional training or support might be needed. By tracking usage metrics, Northern Trail Outfitters can proactively address any challenges in user adoption and ensure that users are effectively leveraging Salesforce for their daily operations.
References: Salesforce AppExchange offers various adoption dashboards that are pre-configured for tracking key metrics, making it easier for organizations to assess and enhance user engagement with the platform.
NEW QUESTION # 154
CORRECT TEXT
What is Partner Portal and what does it provide?
Answer:
Explanation:
A
partner portal allows partner users to log in to Salesforce througha separate website than your non-partner users. Partner users canonly see the data that you have made available to them. Furthermore, partner users can only manipulate data if you give them the appropriate user permissions.
NEW QUESTION # 155
Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs Salesforce to allocate credit to each sales rep to track against a sales quota.
Which Salesforce feature should the consultant use to meet this requirement?
- A. Collaborative Forecasting
- B. Sales Analytics
- C. Opportunity Splits
- D. Custom Metadata
Answer: C
Explanation:
Opportunity Splits is a Salesforce feature that allows users to allocate credit to multiple sales reps who collaborate on an opportunity. Users can define different types of splits, such as revenue splits or overlay splits, and assign percentages or amounts to each team member. Opportunity Splits can help track individual and team performance against sales quotas and goals. Verified Reference: [Opportunity Splits]
NEW QUESTION # 156
......
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