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.
Sales Cloud Consultant - Certification Goal
Resources
Lessons
Sales Lifecycle
- Given business requirements, metrics, key performance indicators (KPIs), or business challenges, determine the optimal solution in Sales Cloud.
- Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations.
- Identify when to use Sales Cloud features and related products such as Sales Engagement, Salesforce Inbox, Enterprise Territory Management, Opportunity Forecasting, Sales Cloud Einstein, and generative/predictive AI.
- Identify ways to transform business outcomes and sales KPIs into reports and dashboards.
- Knowledge Check
Consulting and Implementation Strategies
- Prior to an implementation, assess user experience, the communication plan, training, and change management, and establish metrics that measure success.
- During an implementation, outline and apply appropriate deployment considerations.
- Post implementation, determine how to respond to low adoption, changing business requirements, and user access, and plan for continuous improvement.
- Leverage the project management lifecycle to deliver a successful solution on time and within scope.
- Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.
- Knowledge Check
Practical Application of Sales Cloud Expertise
- Given a set of requirements, construct an end-to-end sales process within Salesforce that supports the business from Lead to Opportunity to Quote to Close.
- Given a scenario, determine when it’s appropriate to extend declarative development with custom development, third-party applications, Salesforce products, or productivity tools (email integrations, Slack, Salesforce Mobile).
- Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups).
- Knowledge Check
Practical Application of Sales Cloud Expertise II
- Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
- Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.
- Knowledge Check
I have passed the Salesforce sales cloud consultant exam!
Congratulations, Saul! 🎉 We’re thrilled to hear that you passed the Salesforce Sales Cloud Consultant exam, your hard work and dedication have paid off! Wishing you continued success on your Salesforce journey!