There are 10 areas of knowledge that are covered by the Salesforce Sales Cloud certification. They are covered by the Sales Cloud Consultant training, but if you are not able to attend, then you will need to ensure you know the areas listed below well. When you think you are ready, try the practice exam quiz below.
1. Industry Knowledge
This is one of the smallest sections, but you still need to spend time on it, as it covers material that you may not have come across. You need to know the sales and marketing business challenges that the Sales Cloud can help with and how the performance of the business would be measured with KPIs and metrics. This section also covers common sales processes used by sales organizations currently and what would need to be considered if they are implemented in Sales Cloud.
2. Implementation Strategies
This section covers how a Sales Cloud consultant would organize the consulting for an implementation. Know the steps involved e.g. plan, gather requirements, design, build, test and document and how they fit together to make a project successful. Know how a successful project would be measured.
3. Sales Cloud Solution Design
This is the largest section of the exam and presents you with scenarios that test your knowledge of the Sales Cloud and how well you can fit requirements to solutions. You must understand the range of functionality involved in the sales process from lead management to orders, what is out of the box, what would need to built and what works in Salesforce1. As well as understanding that a particular requirement can be implemented using configuration, you need to understand what tools would be used including validation rules, process builder, workflow and visual workflow. Know when a requirement needs coding and when an AppExchange application would be more suitable.
4. Marketing and Leads
This section covers the features available in campaign management and how it relates to lead and opportunity management. You should understand the options to ensure high lead data quality and how leads can be scored and qualified.
5. Account and Contact Management
One of the features that is included in Sales Cloud certification is the account hierarchy. This is a simple feature provided to allow organisation of related companies, divisions and locations by using a ‘parent account’ field to link them together. Once linked, the complete hierarchy structure can be viewed and links provided to navigate directly of the accounts.
Learn more about how the Salesforce Account Hierarchy feature works.
6. Opportunity Management
This section requires you to know how opportunities can support different sales process scenarios. Know the relationships between Sales Stages, Forecast and Pipeline. Be able to describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns. Finally be able to determine the appropriate forecasting solution.
7. Sales Productivity
Sales productivity covers a wide range of features within Salesforce. Everything from email integration, mobile solutions, chatter collaboration, content and chatter files to work.com.
8. Communities and Site Management
Here you need to understand the use cases for communities and sites in the Sales process, such as using a partner community to share and work together on leads and opportunities. You need to also understand the impact of enabling a partner portal. Here you should understand that once enabled communities cannot be disabled, the domain name chosen cannot be chosen and a ‘global header’ will be added to your organisation (for users that have the ‘view global header’ permission) so that users can navigate between the internal org and any communities they are a part of.
9. Sales Cloud Analytics
The focus of this section is how reports and dashboards can be used to produce the metrics and KPIs related to the performance of marketing and sales.
10. Integration and Data Management
This is a small section, but it covers a lot of material. You need to understand common situations of when Sales Cloud would be integrated with another system (e.g. master data management, ERP systems for order fulfillment), as well what to be aware of and consider when migrating data related to the Sales Cloud (e.g. accounts, contacts, leads, campaigns, opportunities etc). Lastly there are a number of considerations that may impact performance when data and transactions volumes become large that you need to be aware of.
Click the START EXAM button below to start the practice exam. There are random questions that cover all subjects in the exam. Once you have finished the questions, you will get the results. Good Luck!