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Salesforce Sales Cloud Consultant Exam Questions
- Topic 1: Describe the common marketing processes and key implementation considerations/ Explain how marketing capabilities support the sales process
- Topic 2: Explain the capabilities and use cases for Sales Cloud Einstein as it relates to the sales process/ determine appropriate sales deployment considerations
- Topic 3: Describe the use cases and best practices for using Chatter/ Explain the best practices for managing lead data quality
- Topic 4: Explain the use cases and considerations for data migration in Sales Cloud/ Determine how to facilitate a successful consulting engagement
- Topic 5: Design an end-to-end sales process from Lead to Opportunity to Quote to Close to Order/ Describe common sales processes and key implementation considerations
- Topic 6: Determine how to support different sales process scenarios for an Opportunity/ Measure the success of a Sales Cloud implementation project
- Topic 7: Identify an appropriate approach when designing the lead conversion process/ explain the use cases and implications for implementing person accounts
- Topic 8: Determine the relationships between sales stages, forecast, and pipeline/ Explain the factors that influence sales metrics, KPIs, and business challenges
- Topic 9: Determine when it is appropriate to include custom application development or third-party applications/ Describe the implementation considerations when designing a sales process
- Topic 10: Identify use cases and considerations for using email and productivity tools/ Explain the impact of having an account hierarchy
Free Salesforce Sales Cloud Consultant Exam Actual Questions
Note: Premium Questions for Sales Cloud Consultant were last updated On Nov. 13, 2024 (see below)
The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.
Which guideline should a consultant consider when cloning an order with products?
When cloning an order with products, Salesforce enforces guidelines to ensure the cloned order's dates are valid relative to the contract it is associated with. Specifically, the cloned order's start date must be within the contract's start and end dates. This ensures that the cloned order remains aligned with the terms of the contract and is valid for fulfillment under the existing contract constraints. This rule maintains consistency and accuracy in order and contract management.
For more on order and contract management, review Salesforce's Order Guidelines.
During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?
In the Discovery phase of a Sales Cloud implementation, it is essential to define the sales processes that will be supported in Salesforce. This step involves understanding the specific stages and steps within the organization's sales cycle and ensures that Salesforce will be configured to align with these processes. Defining sales processes is foundational for creating a solution that meets business needs and is aligned with user expectations, as it impacts subsequent configuration, training, and adoption efforts.
Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK Is Executive Sponsor. Account Team members with the Executive Sponsor rote need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?
To meet the requirement of granting Read/Write access to child Opportunities for Account Team members with the Executive Sponsor role, an Opportunity sharing rule should be created. Sharing rules in Salesforce allow you to automatically extend access to users based on their roles or other criteria. In this case, the sharing rule would be configured to provide Read/Write access to Opportunities for those in the Executive Sponsor role on the Account Team.
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.
Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team.
Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?
Customer Lifetime Value (CLV) is a key metric that helps organizations understand the long-term value of a customer relationship. It emphasizes the importance of customer retention by measuring the total revenue a business can reasonably expect from a single customer account throughout the business relationship. For Universal Containers, focusing on CLV will help sales managers prioritize customer engagement and retention strategies, highlighting the ongoing value of maintaining strong customer relationships over simply acquiring new customers.
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