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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Migration & Data Management10%- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules
- Data migration strategy
  • 1. Data mapping
  • 2. Data validation rules
  • 3. Data loader configuration
Topic 2: Integration & Optimization15%- Integration requirements
  • 1. Third-party integrations
  • 2. Email integration
  • 3. Calendar integration
- Ongoing support and maintenance
  • 1. Release management
  • 2. User adoption monitoring
- Performance optimization
  • 1. Lightning Experience optimization
  • 2. Salesforce Mobile app configuration
Topic 3: Customer Discovery15%- Determine the scope and business objectives
  • 1. Identify key stakeholders
  • 2. Define business requirements
  • 3. Assess current business processes
- Conduct discovery sessions
  • 1. Capture success criteria
  • 2. Understand sales methodology
  • 3. Document pain points and challenges
Topic 4: Analytics & Insights10%- KPI measurement
  • 1. Define success metrics
  • 2. Report on business outcomes
- Configure analytics features
  • 1. Sales Cloud Einstein features
  • 2. Einstein Analytics basics
  • 3. Forecasting configuration
Topic 5: Planning & Solution Design25%- Define data model requirements
  • 1. Custom objects design
  • 2. Record types and page layouts
  • 3. Field-level security
- Design Sales Cloud solution
  • 1. Design lead management process
  • 2. Design opportunity management
  • 3. Design account and contact management
- Design user adoption strategy
  • 1. Change management
  • 2. Training requirements
Topic 6: Salesforce Configuration25%- Configure reporting and dashboards
  • 1. Standard and custom reports
  • 2. Custom report types
  • 3. Dashboard components
- Set up Sales Cloud features
  • 1. Configure lead scoring
  • 2. Configure Einstein Activity Capture
  • 3. Set up Salesforce Engage
- Implement automation
  • 1. Process Builder
  • 2. Flow Builder
  • 3. Approval processes

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q147-Q152):

NEW QUESTION # 147
UniversalTelco sells and supports a line of smart phones. The company offers support via phone, email-to-case, web-to-case, and a customer portal. The call center manager is incented to drive support through customer self-service. Which report should be included onthe manager's dashboard? Choose 3 answers:

Answer: A,B,E


NEW QUESTION # 148
As part of Enterprise Territory management implementation, Cloud Kicks wants the user to manually search for territory in an active territory model and assign to Opportunities. Which approach should the Consultant suggest to meet this requirement?

Answer: D


NEW QUESTION # 149
Which two processes should minimize changes in project scope during the design and build phases, post sign-off, when using a traditional project methodology? Choose 2 answers

Answer: A,B


NEW QUESTION # 150
Northern Trail Outfitters uses Products in Salesforce and has a private security model.
What should a consultant recommend to allow product management employees the ability track the performance of a newly launched products if they do NOT have access to all opportunities?

Answer: D


NEW QUESTION # 151
Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.
What should the consultant recommend to the account executives?

Answer: C

Explanation:
* Adding specific users as Opportunity team members with a role that grants Read/Write access allows account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.


NEW QUESTION # 152
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