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
I just want to say THANK YOU for putting all the time and effort into this study guide.
I always love Focus on Force! Just got this one today, so wish me luck. I’ve been doing a lot on Trailhead, but most of it I knew simply from doing the Admin and App Builder, so I moved over here to begin the study guide. Goal is to be certified by December!
Hi Nicholas, thank you for sharing your feedback, good luck on your exam! Happy learning!
Hey FoF Team,
A big thank you for your well structured course & exam cram material – I got it ! Next is Service :)
Congratulations on clearing the exam, Sébastien! The whole team is happy to know that we are able to help! Cheers!
Enterprise Territory Management is covered in Solution Design III yet there are questions on it in the practice exam for Solution Design I. Easy enough to come back to it after going through III but just thought I’d mention for the sake of sequencing.
Hi Janet,
We did not intend the 3 parts of the study guide to correspond to the 3 parts of the exams. However, we understand how it can look that way. We will make it clear in the exams.
passed the exam with the material! Thank you Best Regards Andreas
Congratulations on clearing the exam Andreas! Cheers!
I passed my Sales Cloud exam this past weekend! Thanks so much for the wonderful study guide and practice exams. They are essential to preparing for the certification exams.
Hi Chris, congrats on passing the exam, we’re happy to hear that our materials helped!
Hello,
I passed my Sales Cloud Certification yesterday, thanks a lot for the study guide and the practice tests. Thanks FocusOnForce team, Keep up the good work!!!
Congratulations on clearing the exam, Parth! Our team is happy to know that our materials helped!
I passed the Sales Cloud Consultant Certification yesterday!!! Thank you for the great materials to help me prepare!
Great news, Bonnie! Congratulations on clearing the exam. We are happy to know that our materials helped, cheers!
I passed my Sales Clould Certification yesterday!! The material and the exams were really useful!! Thank you!!
Hi Catalina, awesome news, congrats on passing! We’re happy to hear that our materials helped!
Hello,
i yesterday passed my exam. Once again THANKS to the great material from focusonforce.
But as Martin already mentioned in several posts, studying this material is not enough. It is a combination of trailhead, help.salesforce.com and study guide + Exams.
I made the experience that you should have at least 80% in the practise exams to pass the real exam.