Industry Knowledge: |
7% |
- Explain the factors that influence sales metrics, KPIs, and business challenges.
- Describe common sales processes and key implementation considerations.
- Describe the common marketing processes and key implementation considerations.
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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% |
- 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, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
- Given a scenario, identify an appropriate approach when designing the lead conversion process.
- Describe the implementation considerations when designing a sales process. (validation rules, automation, record types, page layouts, and triggers).
- Given a scenario, determine when it is appropriate to include custom application development or third-party applications.
- Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
- Explain the capabilities, use cases, and design considerations for Territory Management.
- Explain the capabilities, use cases, and design considerations when implementing Orders.
- Explain the capabilities, use cases, and design considerations of the Salesforce mobile app pertinent to the sales process.
- Explain the capabilities and use cases for Sales Cloud Einstein as it relates to the sales process.
|
Marketing and Leads: |
8% |
- Explain how marketing capabilities support the sales process.
- Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.
- 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 how the ownership of Account and Contact records drive visibility of related sales information such as Opportunities, Activities, etc.
- Explain the various methods for establishing relationships between Accounts and Contacts.
- Given a scenario, explain the impact of having an account hierarchy (visibility, maintainability, reporting).
- 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.
|
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 scenario, determine the relationships between Opportunities, Products, Product Schedules, Price, Books, Quotes, and Contracts.
- Given a set of requirements, design forecasting to meet the business need.
- Describe the implementation considerations of multi-currency and advanced currency management on Opportunities.
|
Sales Productivity: |
9% |
- Given a scenario, determine the key features that help to enable and measure sales productivity and adoption.
- Identify use cases and considerations for using email and productivity tools.
- Given a scenario, identify the appropriate mobile solution to improve sales productivity.
- Describe the use cases and best practices for using Chatter.
|
Sales Cloud Analytics: |
9% |
- Given a set of desired metrics, determine the appropriate report, dashboard, or reporting snapshot solution.
- Describe the implementation considerations of multi-currency and advanced currency management on reports and dashboards.
- Given a scenario, determine permissions and access to Reports and Dashboards.
|
Integration and Data Management: |
8% |
- Explain the use cases and considerations for common Sales Cloud integrations
- Explain the use cases and considerations for data migration in Sales Cloud.
- Given a scenario, analyze the implications and design considerations of large data volumes.
- Explain how integration facilitates the exchange of data between Salesforce organizations.
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Official Information |
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https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide |