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.
Note
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Sales Cloud Consultant - Certification Goal
Resources
Sales Practices
- Given a scenario, assess the factors that influence sales metrics, Key Performance Indicators (KPIs), and business challenges.
- Describe common sales and marketing processes and key implementation considerations.
- Understand when to use Sales Cloud features and related products such as Sales Engagement, Salesforce Inbox, Salesforce Maps, and Sales Cloud Einstein.
- Knowledge Check
Implementation Strategies
- Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, deploy and document).
- Given a scenario, determine appropriate sales deployment considerations
- Given a scenario, analyze the success of an implementation project.
- Knowledge Check
Application of Product Knowledge I
- Given a set of requirements, design an end-to-end sales process from Lead to Opportunity to Quote to Close to Order.
- Given a scenario, differentiate when it is appropriate to include custom application development vs. third-party applications.
- Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
- Knowledge Check
Application of Product Knowledge II
- Discuss the capabilities, use cases, and design considerations for additional features such as territory management and forecasting.
- Articulate the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, and Orders.
- Describe the implementation considerations of multi-currency and advanced currency management.
- Knowledge Check
Account and Contact Management
- Review how the ownership of Account and Contact records drives access to related records.
- Explain the various methods for establishing access to Accounts, Person Accounts, Contacts, and Opportunities.
- Describe the impact of account hierarchy on visibility, maintainability, and reporting.
- 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, SĂ©bastien! 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.