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Salesforce Consultant – Sales Cloud Consultant
The Salesforce Certified Sales Cloud Consultant exam is designed for consultants who have experience implementing Sales Cloud solutions in a customer-facing role. The Salesforce Certified Sales Cloud Consultant is able to successfully design and implement Sales Cloud solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success. Some examples of concepts the successful candidate should understand include:
Design Sales and Marketing solutions to meet business requirements.Design applications and integrations that maximize user productivity.
Course Key Learnings
Solid understanding of consulting processExperience with the full project lifecycle of Sales Cloud implementations
Strong analytical and problem-solving skills
Deep knowledge of Sales Cloud features and functions
Solid understanding of data management and database concepts
Experience scoping projects
Understanding the discovery process, including gathering and documenting requirements.
Course Outline
Application of Product Knowledge (18%)
The largest section on this exam (with over 10 questions) is testing the candidate’s way of applying product knowledge in the Salesforce ecosystem. The question topics are sure to cover everything from the Lead stage of the process all the way through to Opportunity management, quoting, and fulfilling the order.
On top of the above, this is the section where out-of-the-box Salesforce features will be covered. Think Enterprise Territory Management or Advanced Currency Management, as well as the appropriate situations for using AppExchange managed packages.
Implementation Strategies (13%)
All questions in this section will be scenario-based, and will test your knowledge, not only on the platform, but also on your understanding and translating business requirements into a solution.
Here is where the consulting experience – for the candidates who have it – comes into play. From gathering requirements through to the production deployment, you should be familiar with (and comfortable applying concepts) that make a consulting engagement successful as well as measurable.
Account and Contact Management (11%)
Although you should find Accounts and Contacts a relatively simple concept by the time you decide to take this exam, there are a lot of features surrounding them which extend the functionality for more specific requirements. These include (but are not limited to) Account Hierarchies, Related Contacts, Person Accounts, and Events.
In addition, you will be expected to determine how ownership on Accounts and Contacts can drive visibility of records such as Opportunities, Cases, and Activities.
Sales Practices (11%)
One of the key sections of this exam, here is where your knowledge pertaining to Sales Cloud and related products (such as Einstein products or Salesforce Inbox) will be evaluated, all using – once again – scenario-based questions.
You also need to be familiar with the implementation considerations, along with sales and marketing specific processes as well as KPI measurement and solving business challenges.
Opportunity Management (10%)
This section will cover a wide range of topics, specifically the relationships between a few interconnected features such as Sales Stages, Sales Processes, Forecasts, and Pipeline. Questions will also include the relationships between:
Opportunities to assetsProduct line items and schedules
Price books
Quotes
Contracts
Campaigns
About the Exam
Read on for details about the Salesforce Certified Sales Cloud Consultant exam.
Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions*Time allotted to complete the exam: 105 minutes (time allows for unscored questions)
Passing score: 68%
Registration fee: USD 200, plus applicable taxes as required per local law
Retake fee: USD 100, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: Salesforce Administrator credential
Note: When evaluating questions and answers, please consider all currently available features including those available in either Lightning Experience or Salesforce Classic.
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