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.
- Understand 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 artificial intelligence (AI).
- Knowledge Check
- Transform business objectives and sales KPIs into reports and dashboards.
- Knowledge Check
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 and changing business requirements and user access, and plan for continuous improvement.
- 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, or Salesforce products.Analyze use cases and considerations for using productivity tools, such as email integrations, Slack, Salesforce Mobile, and third-party integrations.
- Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams).
- 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 possible impact of multi-currency.
- Explain how Campaign capabilities support the sales process.Given a set of requirements, determine how to support different business process scenarios for Leads and Opportunities.
- Knowledge Check
Consulting Practices
- Leverage the project management lifecycle to deliver a successful solution on time and within budget.
- Given a scenario, determine how to facilitate a successful consulting engagement.
- Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.
- Knowledge Check
Hello Team,
Could you please let me know when you will have the target date to update the study material as per the official exam guide. Actually, I already have a plan for certification very recently and I started to learn it from FocusOnForce. But after some days I saw there are many topics which are not covered in study material.
Hi Debjani, our target is to complete the study guide update by the end of July. If it is not urgent for you to take this exam, we would recommend rescheduling the exam for August, but that is up to you to decide. Our team is working on this update as well on Summer ’24 update, and we are doing our best to complete the update thoroughly. In the meantime, you can use the existing materials as well as the exams, as in the exams you can still find topics which were removed from the study guide.
Hello Team,
All Topics are not coming in this course today after maintenance. Lead Management, Account Management, contact management,opportunity management and many more are not coming now.
Hi Debjani, thank you for contacting us! The Sales Cloud exam has recently been revamped, and the topics you mentioned have been removed. We are gradually updating our materials to align with the official exam guide. In the meantime, you can still access the previously mentioned topics in the exams, as we are starting with the Study Guide first. You can see the official guide here: https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide
Hi there, Would like to extend my gratitude to focus on force team. Through out my professional career of 5 years, I’ve been using your materials and cleared my certifications with flying colors EVERY SINGLE TIME.
So, THANK YOU to all the team with Focus on Force. This week, I cleared my Sales Cloud Consultant certification. I’ll continue to learn and upskill my professional journey with Focus on Force. Thanks again!
Hi, When are we going to get the updated the sections here, I was planning to appear for exam this 27th July, however I am thinking to extend as I wanna see what is changed?
Hi Vikas, thank you for contacting us! Our team is currently working on the Sales Cloud analysis, and at the same time, we are working on the Summer ’24 update so we appreciate your patience.
At this moment, we cannot tell the exact target date for our Sales Cloud update, as the work is still in progress. However, you can continue using our materials normally as most of the content is still relevant even for the updated exam. We will do our best in completing this update as soon as possible, but we also want to be thorough with the analysis. It is up to you if you want to reschedule your exam for later. Thank you for your patience and understanding!
Has this course been updated for the Spring ’24 changes that were mentioned here — https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-NEW-Exam-Guide
Hi Stephen, thank you for contacting us. Our team is aware of this update, and we are in the update analysis process. The old exam guide is still being used for all exams scheduled before June 17th.
This course is very cool!
I like the new UI