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Salesforce Certified Sales Cloud Consultant certification is an internationally-recognized validation that identifies persons who earn it as possessing skilled as a Salesforce Certified Sales Cloud Consultant. If a candidate wants significant improvement in career growth needs enhanced knowledge, skills, and talents. The Salesforce Sales-Cloud-Consultant Exam provides proof of this advanced knowledge and skill. If a candidate has knowledge of associated technologies and skills that are required to pass the Salesforce Sales-Cloud-Consultant Exam then he should take this exam.

Reference: https://trailheadacademy.salesforce.com/certificate/exam-sales-consultant---Sales-Con-201

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Sales-Cloud-Consultant Exam topics

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Industry Knowledge: 7%

  • Describe the common marketing processes and key implementation considerations.
  • Describe common sales processes and key implementation considerations.
  • Explain the factors that influence sales metrics, KPIs, and business challenges.

Implementation Strategies: 12%

  • Given a scenario, measure the success of a Sales Cloud implementation project.
  • 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.

Sales Cloud Solution Design: 21%

  • Given a scenario, analyze customer requirements to determine an appropriate solution design - considering capabilities, limitations, and design trade-offs.
  • Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
  • Given a scenario, identify an appropriate approach when designing the lead conversion process.
  • 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.
  • 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.
  • Explain the capabilities, use cases, and design considerations when implementing Orders.
  • Explain the capabilities and use cases for Sales Cloud Einstein as it relates to the sales process.
  • Describe the implementation considerations when designing a sales process. (validation rules,automation, record types, page layouts, and triggers).

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 how the ownership of Account and Contact records drive visibility of related sales information such as Opportunities, Activities, etc.
  • 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.

Opportunity Management: 13%

  • Given a set of requirements, determine the appropriate forecasting solution.
  • 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.
  • Describe the implementation considerations of multi-currency and advanced currency management on - Opportunities.

Sales Productivity: 9%

  • Given a scenario, identify the appropriate mobile solution to improve sales productivity.
  • Identify use cases and considerations for using email and productivity tools.
  • Describe the use cases and best practices for using Chatter.
  • Given a scenario, determine the key features that help to enable and measure sales productivity and adoption.

Sales Cloud Analytics: 9%

  • 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.
  • Given a set of desired metrics, determine the appropriate report, dashboard, or reporting snapshot solution.

Integration and Data Management: 8%

  • 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.
  • Explain the use cases and considerations for data migration in Sales Cloud.
  • Explain how integration facilitates the exchange of data between Salesforce organizations.

Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Sales Analytics and Reporting12%- Reports and Dashboards
  • 1. Sales Performance Metrics
    Topic 2: Lead Management12%- Lead Assignment and Routing
    • 1. Lead Scoring and Conversion Rules
      Topic 3: Sales Cloud Data Model and Configuration15%- Standard and Custom Objects
      • 1. Lead Conversion Process
        • 2. Account and Contact Relationships
          Topic 4: Data Management and Integration15%- Data Quality and Import Tools
          • 1. Data Loader and Import Wizard
            • 2. Duplicate Management
              Topic 5: Opportunity Management14%- Opportunity Lifecycle
              • 1. Stages and Forecasting
                • 2. Products and Price Books
                  Topic 6: Sales Productivity Features12%- Collaboration and Productivity Tools
                  • 1. Email Integration and Activity Management
                    Topic 7: Sales Process Automation20%- Sales Processes and Record Types
                    • 1. Approval Processes
                      • 2. Sales Path and Guidance

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