This study guide covers all of the topics in the Sales Cloud exam. It includes summaries of all topics, screenshots and review questions. The percentage weighting from the official study guide is added after each topic name.
Note
Please be informed that Focus On Force has recently updated this Certification Course to reflect a more modern, stylish and accessible UI.
As you may have observed, we have cleaned up the Main Lesson Page to only show the Main Objectives, Mindmap (also available in Topic pages), and Feedback -- allowing you to have a more clutter-free workspace. We have created separate Topic Pages for each detailed objective which you can access at the left hand side of the page. Upon clicking, you will be presented with the Detailed Objectives under the Section that you have chosen. Additionally, we have put "Topic Progress" indicators which could guide you better on your progress.
For mobile users:
On the Main Course Page, you will see the Lesson Table wherein Percentages and Sections are listed. On the upper right hand side of the table, you will see options to "Expand All" and "Collapse All". If you click on "Expand All", it will give you the option to pick which objective you would like to access.
Sales Cloud Consultant - Certification Goal
Resources
Sales Practices
- Given a scenario, assess the factors that influence sales metrics, Key Performance Indicators (KPIs), and business challenges.
- Describe common sales and marketing processes and key implementation considerations.
- Understand when to use Sales Cloud features and related products such as Sales Engagement, Salesforce Inbox, Salesforce Maps, and Sales Cloud Einstein.
- Knowledge Check
Implementation Strategies
- 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, analyze the success of an implementation project.
- Knowledge Check
Application of Product Knowledge I
- 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, differentiate when it is appropriate to include custom application development vs. third-party applications.
- Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
- Knowledge Check
Application of Product Knowledge II
- Discuss the capabilities, use cases, and design considerations for additional features such as territory management and forecasting.
- Articulate the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, and Orders.
- Describe the implementation considerations of multi-currency and advanced currency management.
- Knowledge Check
Account and Contact Management
- Review how the ownership of Account and Contact records drives access to related records.
- Explain the various methods for establishing access to Accounts, Person Accounts, Contacts, and Opportunities.
- Describe the impact of account hierarchy on visibility, maintainability, and reporting.
- Knowledge Check
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