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| Section | Weight | Objectives |
|---|
| 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. Understand sales methodology
- 2. Capture success criteria
- 3. Document pain points and challenges
|
| Integration & Optimization | 15% | - Integration requirements
- 1. Third-party integrations
- 2. Email integration
- 3. Calendar integration
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
|
| Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Configure lead scoring
- 3. Set up Salesforce Engage
- Implement automation
- 1. Approval processes
- 2. Process Builder
- 3. Flow Builder
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design account and contact management
- 3. Design lead management process
- Define data model requirements
- 1. Custom objects design
- 2. Field-level security
- 3. Record types and page layouts
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q17-Q22):
NEW QUESTION # 17
Universal publications are a publishing house that sells online subscriptions for its leading magazine.
Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications
wants to use opportunities to track and report on these subscription deals. What should a consultant
recommend to meet this requirement?
- A. Enable schedules on product object.
- B. Use contracts with a lookup to opportunity object.
- C. Use assets with a lookup to opportunity object.
- D. Enable schedules on opportunity object.
Answer: C
NEW QUESTION # 18
A system administrator has been asked to create a report for the executive leadership team to share the status of the call center. Which two chart types should be used to graphically display how long a case has been open?
Choose 2 answers
- A. Gauge Chart
- B. Bar chart
- C. Line chart
- D. Funnel chart
- E. Donut chart
Answer: B
NEW QUESTION # 19
Universal Containers is growing its international business.
Domestic sales reps believe that the standard price book has too many records reflecting different currencies and country-specific product variations.
What should the consultant recommend to improve usability for sales reps?
- A. Use custom price books for domestic and International customers.
- B. Use separate product catalogs for domestic and international customers.
- C. Update the product naming conventions to Include the currency In the product name.
Answer: A
Explanation:
To improve usability for sales reps and address concerns about the standard price book having too many entries, custom price books tailored for specific markets, such as domestic and international, can streamline the product selection process. Custom price books allow sales reps to view only relevant products and prices based on customer location, reducing complexity and enhancing usability.
* Custom Price Books for Targeted Markets: By creating separate price books, Universal Containers can manage pricing variations by currency or product variations specific to each market, reducing clutter for sales reps.
* Improved Efficiency in Sales Processes: Sales reps can select the appropriate price book for their customer's location, ensuring that only applicable products and prices are displayed, which simplifies product selection and pricing accuracy.
Option A (updating product naming conventions) may not sufficiently address the issue, and Option B (separate product catalogs) would require managing multiple product datasets rather than simply filtering via price books. For more information, see the Salesforce Price Book documentation.
NEW QUESTION # 20
CORRECT TEXT
Company A is bought by a larger company and needs to provide information on a monthly basis to the new parent company (B) to help predict sales. What data/report should company A provide for review?
Answer:
Explanation:
Opportunity
pipeline report grouped by month.
NEW QUESTION # 21
The Cloud Kicks IT team wants to enable person Accounts in its Salesforce org.
Which three prerequisites must be met before the Consultant can enable person Accounts?
Choose 3 answers
- A. The Cloud Kicks Salesforce Community has been disabled to allow person Account self-registration in the future.
- B. User profiles with read access to Accounts also have read access to Contacts.
- C. The Organization-wide Default for both Accounts and Contacts have been set to Public Read/Write.
- D. The Organization-wide Default for Contacts has been set to Controlled by Parent.
- E. At least one record type has been created for Accounts.
Answer: B,D,E
NEW QUESTION # 22
......
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