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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

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

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q167-Q172):

NEW QUESTION # 167
The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?

Answer: C

Explanation:
The Lightning Usage App in Salesforce provides detailed insights into how users are engaging with the Lightning Experience, including specific apps like the Lightning Sales Console. It includes metrics on login frequency, page views, and device usage, which can help admins and consultants analyze user adoption and engagement effectively.
According to Salesforce documentation, the Lightning Usage App is the recommended tool for understanding how end users are interacting with Lightning Experience and other Salesforce apps. This app presents adoption data in a user-friendly interface, helping to identify trends, such as which users are frequently logging in, and which users may need additional support or training.
While tools like Salesforce Optimizer can provide insights into overall system health and recommendations for improvements, it is not specifically tailored for tracking usage metrics. Similarly, a custom report could be created, but it would require more effort and customization to replicate the comprehensive adoption data that the Lightning Usage App provides out of the box.
Salesforce Documentation References:
* Lightning Usage App Overview
* Salesforce Optimizer


NEW QUESTION # 168
How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?

Answer: C

Explanation:
During the Discovery phase, observing end users helps consultants understand how users interact with the current system, identify pain points, and determine which capabilities of a Sales Cloud implementation are required. By directly observing the workflow and usage patterns, consultants can gather valuable insights into user needs and requirements, ensuring that the implementation aligns with actual business processes.
References:
* Discovery Phase Best Practices
* Understanding User Needs through Observation


NEW QUESTION # 169
Northern Trail Outfitters' sales manager noticed the lead conversion ratio styled the same for the healthcare industry even though the lead creation increased. Which reporting tool should resolve the issue?

Answer: B


NEW QUESTION # 170
Which of the following statements are true about the Opportunity field, "Stage"? (Select all that apply)

Answer: B,C


NEW QUESTION # 171
Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers

Answer: B,C


NEW QUESTION # 172
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