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| Section | Weight | Objectives |
|---|
| Analytics & Insights | 10% | - KPI measurement
- 1. Define success metrics
- 2. Report on business outcomes
- Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
|
| Salesforce Configuration | 25% | - Implement automation
- 1. Approval processes
- 2. Process Builder
- 3. Flow Builder
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Configure Einstein Activity Capture
- 3. Set up Salesforce Engage
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
|
| Planning & Solution Design | 25% | - Define data model requirements
- 1. Field-level security
- 2. Record types and page layouts
- 3. Custom objects design
- Design Sales Cloud solution
- 1. Design lead management process
- 2. Design account and contact management
- 3. Design opportunity management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Assess current business processes
- 2. Define business requirements
- 3. Identify key stakeholders
- Conduct discovery sessions
- 1. Document pain points and challenges
- 2. Capture success criteria
- 3. Understand sales methodology
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
|
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Latest Salesforce Sales-Cloud-Consultant Exam Questions | Latest Sales-Cloud-Consultant Version
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q62-Q67):
NEW QUESTION # 62
Currently at Cloud Kicks, the Lead Source field is used to track what event a lead originated from. The Marketing Director requested a report that shows every event a lead has attended. Which standard Salesforce functionality can a Consultant recommend?
- A. Implement Campaigns to track events and define a Campaign Management process
- B. Configure a custom Events object and relate it to the Load object
- C. Create a custom field to track the second event a Lead attends
- D. Update the Lead Source field to the most recent event a lead has attended using process builder
Answer: A
NEW QUESTION # 63
Universal Containers is using Salesforce and has set up a private sharing model. Sam is a sales executive who
reports to John, a sales manager. Sam has ownership of the ABC Company account record and has created an
opportunity for ABC Company. There is a sharing rule that allows the finance team to see all accounts and
opportunities. Which statement is about data visibility is true?
- A. John can see all of Sam's data
- B. John and Sam can see all of the same data
Answer: A
NEW QUESTION # 64
Reps only entering opportunities after the closed/won stage - how to change this behavior (choose 2 answers:)
- A. Remove stages& fields that are not critical
- B. User adoption dashboard
- C. Workflow rule to alert sales manager when opportunity stage changes
- D. Create opportunity stage report
Answer: A,B
NEW QUESTION # 65
How would you describe a quota?
Answer:
Explanation:
A benchmark of how much revenue and/or units you should sell within a time frame.
NEW QUESTION # 66
What are the main challenges that Marketing faces when trying to drive more business? (Select all that apply)
- A. Reporting: Must create reports manually, which slows down lead generation
- B. Campaign M
- C. Website integration: Lack of website integration, which delays entry of leads into CRM
- D. Search Marketing: No reportable relationship between search words and closed sales
- E. Email Marketing: Difficult to track and report on effectiveness of emails that were sent
Answer: B,C,D,E
NEW QUESTION # 67
......
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