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
Hey all,
I have passed the exam last week and I wanted to thank FoF for the comprehensive study guide and practice exams. This is the third certification that I have cleared through you guys, and now, Service might be the 4th!
Hi Dori! This is a very nice message to start a brand new week. Congratulations on passing your third Certification. We’re glad that we were able to help you in your Salesforce journey. Best of luck on the next certifications that you would be preparing for. Sending you cheers as you prepare for Service Cloud!
Hi All,
I cleared the Sales cloud certification today. I want to thank Focus on force for the study guides. I took this exam 10 days after clearing the Admin exam as I wished to retain that preparation .
Regards,
Natarajan
First the Admin Cert and now Sales Cloud, wow! You’re on a good roll Natarajan! Congratulations! The whole FOF Team cheers for you! Way to go!
Passed my 3rd certification, once again by using your study material. Thanks FoF :)
Awesome news, Emilia! Congratulations on clearing the exam, the whole FOF team is happy to know that we are able to help. Cheers!
So, I could swear there are no study material on Social Account, Lead and Contact but there are several questions on the study exam…
Or maybe I missed it?
Hi Mario,
Thank you for bringing this to our attention. We will add information about it in the Sales Productivity and Solution Design pages.
Hi Sara,
Your answer here confuses me a little as I recently asked a question about this same ‘issue’ to which you replied that ‘This detailed objective has been retired’. You indicated that the questions would be moved/removed. Seeing your answer here makes me think that perhaps I do need to study Social Account, Lead and Contact as part of my prep for the exam.
Would you be able to clarify which one is correct?
Here’s the link to the topic I raised a while back:
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Thank you in advance for clarifying, Just trying to make sure I can go into the exam as well-prepared as possible.
Hi Ronny,
We decided to add information about ‘Social Accounts, Leads, and Contacts’ to other sections to make sure that we have this feature covered in case it comes up in the exam.
Apologies for the confusion caused.
Passed my exam, this is my 3rd certification. Thanks FoF.
Congratulations, Santhi! We are glad to know that our materials helped! Cheers!
I passed my certification on the first attempt. This is the third certification i passed with the FOF support Thanks for all.
Let’s go to the service certification now !
Congratulations, Brahim! The whole team is happy to know that we are able to help, cheers!
Hi guys, Thanks to your accurate, valuable materials I got my Sales Cloud Consultant last night. Not sure how else I would have made it! Some of the exam questions were similar if not identical. The exam was tough, and the preparation long, But it would have been impossible without you. I tried alone last October and failed. Now, not only did I learn but I enjoyed it ;)
Cheers from Switzerland, & C u soon after celebrating this achievement to prepare the next challenge!
Albert
Awesome news, Albert! Congratulations on clearing the exam, and thank you for sharing your experience! The whole FOF team is happy to know that we are able to help, cheers!
Yes pls add CPQ!! how else can I prep for my Cert exam
Hello Kalyani, thanks for your interest in the CPQ course, this is really a popular request from the community so this is something that we will consider in our plan to add new courses this year.
Hi, I would like CPQ materials as well
hi Michael, we are planning on adding new courses this year and CPQ is a popular request from the community so we will definitely consider it.
Passed my exam , thanks focus force for awesome material. please come up with CPQ material as well !
Totals agree! I know do my advanced admin and hoping for CPQ soon.