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
Hi Kiernan, thank you for the insight into your approach.
Hi Martin…
Just passed the Sales Cloud exam on the first go around! Pretty psyched here! Your course was the mainstay of my study efforts and I attribute my success to your program materials and presentation. Well done! Thank you to you and everyone involved on the Focus on Force team.
Now to figure out what’s next!
– Shawn
A quick Thank you to Martin and the Focus on Force team. I just passed the exam after a set back a day or so ago. I would like to take moment to run through my approach.
Before a got started I took the first Sales Cloud exam as a diagnostic tool. (This most like only helps those with a bit id SDFC knowledge)
I then began to focus on the areas that I was most deficient and had the large weighting on the exam. After an initial run through of all the topics, I took the next exam. Repeating this approach until completing exam 4.
The exam does reward those with a diligent approach to studying the topics. It is not easy but can be successfully mastered.
Good luck to all of you.
Cheers
Martin:
The official Study Guide shows:
INDUSTRY KNOWLEDGE (5%)
IMPLEMENTATION STRATEGIES (6%)
SALES CLOUD SOLUTION DESIGN (25%)
MARKETING AND LEADS (7%)
ACCOUNT AND CONTACT MANAGEMENT (12%)
OPPORTUNITY MANAGEMENT (15%)
SALES PRODUCTIVITY (12%)
COMMUNITIES AND SITE MANAGEMENT (5%)
SALES CLOUD ANALYTICS (5%)
INTEGRATION AND DATA MANAGEMENT (8%)
But you broke it down in different sessions, why?
Hi Carlos, where do you see a difference? We have split the larger topics into parts, so that they are not overwhelming to digest. I can see that it maybe confusing to repeat the percentage for each part, so we will update that.
Working my way through the training. Does the removal of Work.com from the Summer18 study guide translate to Work.com not being on the exam?
It’s hard to tell, it could still be in the Sales Productivity section, as just because it has been removed / not included, does not mean it will not be there. We’ve left it in there for now, as it doesn’t hurt to know and is still valid Salesforce functionality.
Congrats @wianexah-co-za
Wrote my Sales Cloud exam today and passed. The Study guide really helped a lot and broke each section down into manageable sections. Thanks Martin and the Focus On Force team.
@Martin:
Just signed for this class and wonder if I should take it in the order that it is presented or in the order of percentage (High to low).
Thanks
I like the percentage break down. Thats a nice number it almost adds up to 100!
Hi James, we have broken up the larger sections so that they are more easily studied, so some sections have multiple parts and thus the percentage doesn’t add up as they are repeated.
Hi Martin, Thank you for putting the Sales Cloud Guide together. It was very helpful for me to learn, prepare and revise for my exam. Thanks again for all the effort and hard-work.
Hi Aisha, thanks for your message and glad that you found the materials useful!