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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

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

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最新的 Salesforce Cloud Consultant Sales-Cloud-Consultant 免費考試真題 (Q119-Q124):

問題 #119
Cloud Kicks implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics.
How can the Consultant meet this requirement?

答案：D


問題 #120
Universal Containers runs a support operation with multiple call centers. The Support Manager wants to measure first-call resolution by call center location, agent, and calendar month.
Which reporting solutionshould the Consultant recommend?

答案：A


問題 #121
The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.
What should the consultant consider when evaluating Person Accounts?

答案：A

解題說明：
Person Accounts in Salesforce are a specialized account type that represents individual customers rather than businesses. A critical consideration is that enabling Person Accounts is irreversible; once activated, this setting cannot be turned off. Therefore, it's essential to carefully evaluate and understand the implications before enabling Person Accounts, as it permanently impacts data model configurations and potentially other features within the org.
For more details on the considerations for enabling Person Accounts, see: Person Accounts Overview and Considerations.


問題 #122
UC processes its orders through a separate system from Salesforce but would like to integrate the order history data into Salesforce. This would give sales representatives a view of all past orders by account. Which solution should a consultant recommend?

答案：C


問題 #123
If you work with the same account team regularly, can you set up defaults to manage reusable settings?

答案：

解題說明：
Yes. You can set up a default account team. Your default account team will include the users that you normally work with on your accounts. You then have the option to automatically add your default account team to all of your accounts.


問題 #124
......

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