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).
- 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
Martin. Thank you for creating an extremely helpful study guide for the Sales Cloud Certification. In combination with the exam guide it provides a good feel for which areas require additional focus. The result – I passed the Sales Cloud cert (1st time) last week – very happy!
Onto App Builder next.
I have got the certification Yesterday. Thank you very much for your excellent training material
A great guide and much more tricky exams than Salesforce itself! About the exam I had a lot of question with 3 answers to check and also I had a question about methodology (agile, waterfall, etc..). I really want to help about the exam but after the submit button I forget everything :/… With your study guide and your mock exams I managed to get every certification on the try ! Thanks so much for your work !
Great guide and practice exams. Like website layout on iPad since I study a lot on my train commute. Passed 2 exams so far – Admin and Sales Cloud. Platform Builder is my next.
Awesome course!! With the course and the practice tests I have managed to clear my certification with no issue.
Thank you very much!!
I am planning to write exam in 2 weeks.
Plz guide me whether going through this course alone is sufficient to clear Sales Cloud consultant exam.
Hi Chandra,
The material covers all of the topics, but we always suggest to delve into the reference and trailhead links, and recreate the scenarios in your own dev org, to really understand the subjects and cover more variations. Also use the practice exams to work out where you need to focus your attention.
This is not just good for passing exams, it will help you in an organised way to grab the important concepts of Sales Cloud and SFA in general. Recommended.
Excellent study material. I cleared my exam by referring the materials. Thanks folks !
Great course! Helped me to prepare for the exam. And I’ve passed it!!
Marin,
I have found your Sales Cloud Study Guide well structured and summarizing necessary information needed to pass the exam.