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Salesforce Sales-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sales Lifecycle | 23% | - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI - Design reports and dashboards based on KPIs - Analyze sales and marketing processes |
| Topic 2: Predictive and Generative AI | 13% | - Apply Trusted AI Principles and ethical guidelines - Use AI tools in Sales Cloud and Agentforce for Sales |
| Topic 3: Implementation Strategies | 15% | - Translate business requirements and KPIs into Sales Cloud solutions - Align sales processes with organizational goals - Plan deployment and post-implementation improvements |
| Topic 4: Consulting Practices | 14% | - Discovery, requirement analysis, and solution design - Project management and delivery lifecycle - Facilitate successful engagements and adoption |
| Topic 5: Practical Application of Sales Cloud Expertise | 33% | - Build end-to-end sales processes from Lead to Close - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Leverage Campaigns and integration tools - Configure Products, Price Books, Quotes, and multi-currency settings |
| Topic 6: Data Management | 15% | - Data migration and integration considerations - Manage data governance and maintenance - Ensure data quality and scalability |
Salesforce Certified Sales Cloud Consultant Sample Questions:
1. The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides.
What should the consultant create to provide this high-level view?
A) Value Stream Map
B) Capability Model
C) Universal Process Notation
2. Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts. What should a consultant recommend to build this report?
A) Roll-up summary flied
B) Reporting snapshot
C) Cross filter
3. Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes. Which solution should the consultant recommend?
A) External Relationship with custom object
B) Salesforce Connect
C) Outbound Message with record-triggered flow
4. Cloud Kicks needs its Account Owners to automatically become part of a defined team (with consistent roles) whenever a new opportunity is created under that account. What should the consultant recommend?
A) Public Group sharing only
B) Default Opportunity Team combined with Account Teams
C) Manual Chatter follow
5. Cloud Kicks wants to prevent sales reps from editing the Amount field on Opportunities once the stage reaches "Negotiation" unless they have a special permission. What should the consultant recommend?
A) A workflow field update
B) Removing the Amount field from the page layout entirely
C) A validation rule referencing $Permission and StageName
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: C |
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