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
Just passed my certification! Thank you for the great prep materials. I appreciate the test exams with succinct explanations of the right/wrong answers. Super helpful!
Hello Karen! We are glad to hear that you are now a certified Salesforce Sales Cloud Consultant. Your preparation and diligence surely paid off. Congratulations and the whole FOF Team is happy for your new milestone!
Is lightning sync still present in the exam?
I am a Certified Sales Cloud Consultant now.! Thank you #FocusOnForce for the great exam guide which helped to understand the concepts more deeper!
Hello Anand! We are glad to hear that you are now a Certified Sales Cloud Consultant. We will continue to do what we do best — keeping the materials as relevant and up-to-date to be able to help more users like you. Congratulations and the whole FOF Team is proud of your achievement!
Hi Focus On Force Team,
Elated to announce that I’ve passed the Sales Cloud Consultant Exam few days back, appreciate the training material you guys have created, apart from trailhead, yours is the only website that I referred to for revision. Overall I would rate the guide 10/10.
Hi Sona! This is a very nice message to start a brand new week. Congratulations on passing your Sales Cloud Consultant 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. Cheers!
Thank you Focus On Force staff for offering these practice exams and study materials! I found them very helpful in reviewing concepts in preparation for the Sales Cloud Consultant exam. I was able to pass the exam this morning! Thank you!
Hello Lisa. Thanks for sharing this good news to everyone. We are glad that we were able to assist you well as you prepared for your official exam. Congratulations on your newest milestone. Happy Holidays!
I just passed Salescloud Cert Exam (WI22). Thank you for the slides, it was a great help!
Thank you for the compliment Dani. We are glad to know that we were of help. Congratulations on your new certification. You are awesome!
Does anyone know where to find the different mindmaps/infographics and stuff? I cannot find it anymore.
Hi Frank. To find the mindmaps, please login to your FOF account, head to the Study Guide page, pick a certain Lesson and you will find the mindmaps on the upper part and the study slides inside the toggles. (Sample: https://focusonforce.com/lessons/sales-cloud-study-guide-industry-knowledge/)
Thanks Starkley!
I just passed the exam ‘Salesforce Certified Sales Cloud Consultant (SU21)!’ Thank you FocusOnForce for helping me, with this great content and commited people! I am heading on for the ‘Service Cloud’ now :-D
Hi Stela! This is a very nice message to start a brand new week. Congratulations on passing your Sales Cloud Certification. We’re glad that we were able to help you in your Salesforce journey. Best of luck on the Service Cloud certification that you would be preparing for. Cheers!
Hi! I was wondering if these updates are made to match the updated exam weighting, questions, etc. that were made after November 4th? Thanks!
Hello Rachel! Yes, the FOF materials (weights and percentages, etc) are aligned to the Exam Outline posted here: https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide#outline.
Hello,
In the Application of Product Knowledge I section, the third presentation is not about what it says in the title, namely, Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting. The presentation is about leads and lead conversion. Could you please fix it? Thanks!
Hello Victoria! Thanks for reaching out to us. We checked Application of Product Knowledge (3rd toggle: Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.” and was able to verify that the contents and slides are correct. It could be a simple glitch on your end. We suggest the following: (1) Clear cache (2) Logout of your FOF profile and (3) Re-login. After performing these steps please recheck the third objective from this link: https://focusonforce.com/lessons/sales-cloud-study-guide-solution-design/
Hi, the Sales Cloud exam guide has been updated on traihead and the exam will be changed to reflect these updates from 4th November 2021. I’ve noticed there isn’t any update in this study guide yet. Would there be any scheduled updates for the exam guide and practise exams? Thanks.
Hi Jeanne, you are correct, Salesforce released an updated exam outline for Sales Cloud which can be viewed here. The FOF Team is committed to keeping the materials relevant and updated and we make sure that the Study Guides and Practice Exams are aligned to the said upcoming update. Our Team will be updating our “What’s New” page too for these types of changes and announcements.