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
Hey Sarah, Martin and all the guys involved in creating this content.. Thank you guys.. I have cleared sales cloud exam.. One suggestion please reduce the sales productivity content and make it more sharp.. Thank you once again ever grateful
Amazing news, Hari! Congratulations on clearing the exam! Thank you for the feedback, we’ll take note of this and pass it on to our team.
Thanks for the courses, you helped me to pass the exam! Just 1 recommendation: the salesforce cloud has a lot of content, I will prefer to have it shorter and with just some summary tables and key points for the exam. For topics more complicated like forecasting,i will prefer to have some videos to understand it better even i need to pay for the videos extra.
Congratulations, Stathis! We are happy to know that we are able to help. Thanks for this feedback, as part of our continuous improvements next year, we will add more videos to our courses.
Outstanding course!! I passed my Sales Cloud Certification exam today!!
Industry knowlege “Sales Forecasting :Human Judgement or Data analysis” link goes to a different blog.can you guys check it!
Hi Hari,
Thank you for letting us know! We will update the page.
Hi @Martin Gessner,
Please check the correct order of data migration to Objects.
Section: Implementation Strategy
Senario: 2
Slide 11
Here is what Salesforce says: https://help.salesforce.com/articleView?id=000321285&language=en_US&type=1&mode=1
The migration order that you see on slide 11 is also correct. Although it doesn’t include other objects that you see on the Salesforce help page, including Product and Product Line Item, it still represents the order that you should follow if the records of those seven objects need to be imported. In fact, it includes the User object, which is not present on the help page. You would need to load users prior to loading the records of other objects since the owners need to exist in Salesforce. We will also add the other Sales Cloud objects that are on the help page.
Just passed the Sales Cloud Consultant today. Thanks for the superb study materials, FoF is my go-to resource, I especially like the study guides to get a deeper understanding of the topics instead of just answering questions. Thanks to Martin and the team, I’m sure your content will help me in getting many more certifications to come! Best regards and thanks
Hi Jason, congrats on passing the exam, and thanks for your feedback! We’re happy that our materials helped, and especially to hear that you plan to continue using our courses for the following certs! :)
Hooray! Passed today. My 4th Certification with FOF. Thank you guys!
Great news, Hasan! Congratulations on clearing the exam! Cheers!
Just passed my CRT 251 exam! I’ll be back for more shortly! Thank you.
Congratulations, Jennifer! Cheers!
Woo who! I got my Salesforce Sales Cloud Certification on the first try! Thank you for the concepts that were invaluable to my success!
Awesome news, Ryan! Congratulations on clearing the exam, we are happy to know that our materials helped! Cheers!
Thanks FoF. Passed my exam. Good stuff. All has been understood and i feel equipped to use this knowledge in my daily job. More to come :-) Thanks again.
Awesome news, joel.zeegelaar! Congratulations on clearing the exam, cheers!