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
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
omg!! i failed the exam twice now despite tons of study and practice. I am extremely discouraged but am going to persist. The exam seems like it is written to purposely throw you off from the correct response – your practice exams may have nuances to pay attention to, but at least the grammar and logic are able to followed. One of the exam questions I couldn’t tell if they were discussing import or export – the only way to get the answer right is if you know the phrasing of the terms salesforce uses for the answers; I think that is a bit skewed considering the large scope of this exam. My husband says it may be designed to weed out those who aren’t willing to persevere and I think he is right. Anyway, I will continue to study. (I am not used to having this much trouble with a subject and the light bulb has not gone off as to what I need to do…)
We are sorry to hear that, but at the same time glad that you are still determined to get certified. Please let us know what we can improve in our materials, we are all ears!
I the exam last night on my 3rd try.!!
I’m at a loss as to how you can improve your materials. Maybe add questions that are more ambiguous and/or answers less complete.
I am totally relieved and proud of myself for passing. Without your study guides and practice exams, I don’t know that I would have been able to pass without another couple months of lost nights and weekends studying and practicing in Trailhead.
Hi Martin!
Thank you for the great course and practice exams! Well structured Study Guide. Practice exams were very similar to the Salesforce exams!
Martin,
Thank you for the great material! I passed my exam yesterday on the first attempt.
I just wanted to commend you on the content of this course. The material provided contained everything that I needed to succeed.
I also used your Sales Cloud Certification Practice Exams – these really were on the money! (They were so similar to the actual exam questions).
Course structure is good.. is there any delta we should be aware for lightning.. or this content should stand good.
Hi Dipak, the content should be good, we are constantly updating for Lightning. Check the comments in the forum from others who have taken the exam to get some advice on how to best prepare.
Hi Martin
I wonder why still there’re several topics that refer to Classic screenshots!
Hi Juan,
Lightning Experience still has some limitations, and there are features only available in Salesforce Classic. Also, the certification exams may still have questions about Salesforce Classic from time to time so it would be good to be familiar with the UI.
Thank you for the excellent material. I passed my exam today (on the first attempt) with the help of this study guide and practice exams!
Martin, While booking the exam, it shows WI’19 release but I did not find any official study guide released for it. Has anyone given the exam this month?
Hi Shruti, please use the link below for the Winter ’19 official exam guide for Sales Cloud.
https://trailhead.salesforce.com/credentials/salescloudconsultant
Hi Martin,
Thanks for the very structured Study Guide and practice exams. I passed the exam yesterday.
Are you planning to add any Architect Exam related Guides?
Thanks.
Hi Chellappa, that’s great news. We are updating the existing materials at the moment but may Architect related exams after that.
Hi Martin,
Appreciate both the Study Guide and Exams I passed my Sales Cloud Certified Consultant Exam today and passed!
Cheers
Hi, Martin and team – Thanks so much for creating the study guide and practice exams for the Sales Cloud Certification. I took the test yesterday and was able to pass. I am now working through the Service Cloud study guide and practice tests.
Hello, just wanted to stop by to say thank you yet again for a comprehensive study guide and mock exams. I took the Sales Cloud Consultant exam for the first time last week, and passed it! Cheers!
Hi April, thanks for letting us know and congratulations on passing!