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Salesforce Sales Cloud Consultant Exam Questions
- Topic 1: 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.
- Topic 2: 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.
- Topic 3: 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.
- Topic 4: 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.
- Topic 5: 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.
Free Salesforce Sales Cloud Consultant Exam Actual Questions
Note: Premium Questions for Sales Cloud Consultant were last updated On Dec. 09, 2024 (see below)
Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model.
What will a user without access to the Amount field on the Opportunity object observe?
In Einstein Opportunity Scoring, if a user lacks access to a field (such as the Amount field) that is used as a contributing factor, that field is omitted from the scoring details that the user sees. Salesforce respects field-level security settings, so users without permission to view certain fields will not see those fields in the contributing factors section. Instead, the scoring model will still display, but without the restricted fields in the breakdown of contributing factors.
The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.
Which guideline should a consultant consider when cloning an order with products?
When cloning an order with products, Salesforce enforces guidelines to ensure the cloned order's dates are valid relative to the contract it is associated with. Specifically, the cloned order's start date must be within the contract's start and end dates. This ensures that the cloned order remains aligned with the terms of the contract and is valid for fulfillment under the existing contract constraints. This rule maintains consistency and accuracy in order and contract management.
For more on order and contract management, review Salesforce's Order Guidelines.
During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?
In the Discovery phase of a Sales Cloud implementation, it is essential to define the sales processes that will be supported in Salesforce. This step involves understanding the specific stages and steps within the organization's sales cycle and ensures that Salesforce will be configured to align with these processes. Defining sales processes is foundational for creating a solution that meets business needs and is aligned with user expectations, as it impacts subsequent configuration, training, and adoption efforts.
Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK Is Executive Sponsor. Account Team members with the Executive Sponsor rote need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?
To meet the requirement of granting Read/Write access to child Opportunities for Account Team members with the Executive Sponsor role, an Opportunity sharing rule should be created. Sharing rules in Salesforce allow you to automatically extend access to users based on their roles or other criteria. In this case, the sharing rule would be configured to provide Read/Write access to Opportunities for those in the Executive Sponsor role on the Account Team.
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.
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