Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:
| Topic | Details |
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| Topic 1 | - Implementation Strategies: Consultants assess user experience, communication plans, and metrics for success pre-implementation. During implementation, strategies focus on deployment considerations. Post-implementation, this topic emphasizes adapting to evolving requirements and fostering ongoing system improvements.
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| Topic 2 | - Practical Application of Sales Cloud Expertise: This section develops expertise in creating comprehensive sales processes from Lead to Close. Consultants evaluate when to use declarative versus custom development and assess third-party tools like Slack and Salesforce Mobile. Security considerations like role hierarchy and sharing rules are covered. Additionally, it discusses implementing Opportunity Products, Price Books, and multi-currency while addressing Campaign capabilities and business process variations for Leads and Opportunities.
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| Topic 3 | - Sales Lifecycle: This topic empowers internal and external consultants to align business requirements, KPIs, and challenges with optimal Sales Cloud solutions. It delves into sales and marketing processes, ensuring understanding of implementation nuances. Consultants learn to leverage features like Sales Engagement, Enterprise Territory Management, and generative AI to anticipate needs. Furthermore, the topic equips professionals to convert business objectives into actionable reports and dashboards, enhancing data-driven decision-making.
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| Topic 4 | - Data Management: This topic emphasizes use cases for data migrations, integrations, and scalable solutions in Salesforce. Consultants explore strategies for ensuring data quality and handling implications of scaling. Comprehensive approaches for managing sales data integrity are also covered here.
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| Topic 5 | - Consulting Practices: Focusing on the project management lifecycle, this section ensures consultants deliver on time and within budget. It trains on facilitating successful engagements through discovery workshops, requirement analysis, and prioritization.
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Reference: https://trailheadacademy.salesforce.com/certificate/exam-sales-consultant---Sales-Con-201
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Sales-Cloud-Consultant Exam topics
Candidates must know the exam topics before they start of preparation. Because it will really help them in hitting the core. Our Salesforce Sales-Cloud-Consultant exam dumps will include the following topics:
Industry Knowledge: 7%
- Describe common sales processes and key implementation considerations.
- Explain the factors that influence sales metrics, KPIs, and business challenges.
- Describe the common marketing processes and key implementation considerations.
Implementation Strategies: 12%
- Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, deploy and document).
- Given a scenario, determine appropriate sales deployment considerations.
- Given a scenario, measure the success of a Sales Cloud implementation project.
Sales Cloud Solution Design: 21%
- Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
- Given a set of requirements, design an end-to-end sales process from Lead to Opportunity to Quote to Close to Order.
- Given a scenario, determine when it is appropriate to include custom application development or - third-party applications.
- Given a scenario, identify an appropriate approach when designing the lead conversion process.
- Explain the capabilities, use cases, and design considerations of the Salesforce Mobile app pertinent to the sales process.
- Explain the capabilities, use cases, and design considerations for Enterprise Territory Management.
- Describe the implementation considerations when designing a sales process. (validation rules,automation, record types, page layouts, and triggers).
- Explain the capabilities, use cases, and design considerations when implementing Orders.
- Given a scenario, analyze customer requirements to determine an appropriate solution design - considering capabilities, limitations, and design trade-offs.
- Explain the capabilities and use cases for Sales Cloud Einstein as it relates to the sales process.
Marketing and Leads: 8%
- Given a scenaio, recommend appropriate methods for lead scoring and criteria for lead qualification.
- Explain how marketing capabilities support the sales process.
- Explain the best practices for managing lead data quality.
- Describe the best practices for using lead automation tools and campaign management.
Account and Contact Management: 13%
- Given a scenario, explain the use cases and implications for implementing person accounts.
- Given a scenario, explain when to use third-party data enrichment tools.
- Given a scenario, explain the impact of having an account hierarchy (visibility, maintainability, - reporting).
- Explain the various methods for establishing relationships between Accounts and Contacts.
- Given a scenario, explain how the ownership of Account and Contact records drive visibility of related sales information such as Opportunities, Activities, etc.
Opportunity Management: 13%
- Given a set of requirements, determine how to support different sales process scenarios for an - Opportunity.
- Given a scenario, determine the relationships between sales stages, forecast, and pipeline.
- Given a set of requirements, determine the appropriate forecasting solution.
- Describe the implementation considerations of multi-currency and advanced currency management on - Opportunities.
- Given a scenario, determine the relationships between Opportunities, Products, Product Schedules, - Price, Books, Quotes, and Contracts.
Sales Productivity: 9%
- Describe the use cases and best practices for using Chatter.
- Given a scenario, identify the appropriate mobile solution to improve sales productivity.
- Identify use cases and considerations for using email and productivity tools.
- Given a scenario, determine the key features that help to enable and measure sales productivity and adoption.
Sales Cloud Analytics: 9%
- Given a scenario, determine permissions and access to Reports and Dashboards.
- Describe the implementation considerations of multi-currency and advanced currency management on - reports and dashboards.
- Given a set of desired metrics, determine the appropriate report, dashboard, or reporting snapshot solution.
Integration and Data Management: 8%
- Explain how integration facilitates the exchange of data between Salesforce organizations.
- Explain the use cases and considerations for data migration in Sales Cloud.
- Given a scenario, analyze the implications and design considerations of large data and transaction volumes.
- Explain the use cases and considerations for common Sales Cloud integrations.
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What is the duration of the Sales-Cloud-Consultant Exam
- Number of Questions: 60
- Format: Multiple choices, multiple answers
- Length of Examination: 105 minutes
- Passing Score: 62%