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Salesforce Sales-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Management | 15% | - Manage data governance and maintenance - Data migration and integration considerations - Ensure data quality and scalability |
| Topic 2: Predictive and Generative AI | 13% | - Apply Trusted AI Principles and ethical guidelines - Use AI tools in Sales Cloud and Agentforce for Sales |
| Topic 3: Practical Application of Sales Cloud Expertise | 33% | - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Leverage Campaigns and integration tools - Build end-to-end sales processes from Lead to Close - Configure Products, Price Books, Quotes, and multi-currency settings |
| Topic 4: Consulting Practices | 14% | - Discovery, requirement analysis, and solution design - Project management and delivery lifecycle - Facilitate successful engagements and adoption |
| Topic 5: Sales Lifecycle | 23% | - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI - Analyze sales and marketing processes - Design reports and dashboards based on KPIs |
| Topic 6: Implementation Strategies | 15% | - Align sales processes with organizational goals - Translate business requirements and KPIs into Sales Cloud solutions - Plan deployment and post-implementation improvements |
Salesforce Certified Sales Cloud Consultant Sample Questions:
1. The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their customers. The service team also wants to view this information.
What should the consultant do to meet this requirement?
A) Create a custom object related to the Account and Lead objects to store the retail locations.
B) Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.
C) Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
2. Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?
A) Add the user to a separate role at the lowest level of the role hierarchy.
B) Assign the Modify All Data permission to the user.
C) Place the user in 4 separate role at the highest level! of the role hierarchy.
3. Cloud Kicks has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?
A) Opportunity should be set to Public Read/Write first.
B) The Opportunity will be implicitly Write for the team.
C) The Opportunity's Account will be implicitly Read for the team.
4. Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward.
Which tool should a consultant recommend to meet the requirement?
A) Salesforce Inbox
B) Enhanced Email
C) Einstein Activity Capture
5. Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time.
What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
A) Use in-line editing to update the forecast amount for records.
B) Tell reps to use the list view to move opportunities between stages.
C) Modify multiple opportunities at one time in the Forecast page.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: A | Question # 5 Answer: A |
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