Salesforce Certified Sales Cloud Consultant Exam Guide.

Salesforce Certified Sales Cloud Consultant exam is designed for consultants who have experience implementing Sales Cloud solutions in a customer-facing role.

1. About the Salesforce Sales Cloud Consultant Certification Exam

  • Content: 60 scored, multiple-choice/multiple-select questions and up to 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 65% (39 out of 60 Questions)
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law
  • Prerequisite: Salesforce Administrator credential

2. Salesforce Sales Cloud Consultant Exam Outline

Sales Practices: 11%

  • 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 High Velocity Sales, Salesforce Inbox, Salesforce Maps, and Sales Cloud Einstein.

Implementation Strategies: 13%

  • 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.

Application of Product Knowledge: 18%

  • 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. 
  • 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.  

Lead Management: 7%

  • Explain how Campaign capabilities support the sales process.
  • Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.
  • Discuss the best practices for managing lead data quality in Salesforce.

Account and Contact Management: 11%

  • 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.

Opportunity Management: 10%

  • Given a set of requirements, determine how to support different sales process scenarios for an Opportunity.
  • Summarize the relationships between sales stages, forecast, and Pipeline Inspection.

Sales Productivity and Integration: 8%

  • Discuss use cases and considerations for using email productivity tools, such as Salesforce Inbox and Outlook/Gmail integration.
  • Illustrate the use cases and best practices for using collaboration tools, such as Slack, Quip, Chatter, and mobile solutions.

Consulting Practices: 7%

  • Analyze and prioritize valid use cases from a client.
  • Understand the consulting project lifecycle.

Sales Metrics, Reports & Dashboards: 7%

  • Determine the appropriate report, dashboard or reporting snapshot solution.

Data Management: 8%

  • Explain the use cases and considerations for data migration in Sales Cloud.
  • Given a scenario, analyze the implications of large data sets, transaction volumes, integrations, and moving data between Salesforce and other systems.

3. Salesforce Sales Cloud Consultant Certification Exam Guide

4. Salesforce Sales Cloud Consultant Certification Exam Trailmix

5. Superbadge

6. Important Topics for Salesforce Sales Cloud Consultant Certification Exam

6.1 Sales Practices: 11% (7 Questions)

  • 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
  • Sales Territories and Forecasting
  • Territory Management
  • Salesforce Order Management
  • Collaborative Forecasts
  • Sales Process
  • Account Teams
  • Sales Teams
  • Sales Forecast
  • Enterprise Territory Management
  • Opportunity Teams
  • Opportunity Splits
  • High Velocity Sales
  • Salesforce Inbox
  • Salesforce Maps
  • Sales Cloud Einstein
  • Call Center Integration
  • Outlook Integration

6.2 Implementation Strategies: 13% (7 Questions)

  • 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
  • Data Modeling

6.3 Application of Product Knowledge: 18% (11 Questions)

  • 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
  • Discuss the capabilities, use cases, and design considerations for additional features such as territory management and forecasting. 
  • Opportunity Products
  • Products
  • Price Books
  • Orders
  • Multi-currency and advanced currency management

6.4 Lead Management: 7% (4 Questions)

  • Explain how Campaign capabilities support the sales process
  • Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification
  • Discuss the best practices for managing lead data quality in Salesforce
  • Sales Cloud Einstein

6.5 Account and Contact Management: 11% (7 Questions)

  • 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

6.6 Opportunity Management: 10% (6 Questions)

  • Given a set of requirements, determine how to support different sales process scenarios for an Opportunity
  • Summarize the relationships between sales stages, forecast, and Pipeline Inspection

6.7 Sales Productivity and Integration: 8% (5 Questions)

  • Salesforce Inbox
  • Salesforce and Outlook/Gmail integration
  • Illustrate the use cases and best practices for using collaboration tools, such as Slack, Quip, Chatter, and mobile solutions

6.8 Consulting Practices: 7% (4 Questions)

  • Analyze and prioritize valid use cases from a client
  • Understand the consulting project lifecycle

6.9 Sales Metrics, Reports & Dashboards: 7% (4 Questions)

  • Determine the appropriate report, dashboard or reporting snapshot solution
  • Reports
  • Dashboards

6.10 Data Management: 8% (5 Questions)

  • Explain the use cases and considerations for data migration in Sales Cloud
  • Large Data Volumes
  • Big Objects

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