Salesforce Certified Sales Cloud Consultant

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Salesforce Sales Cloud Consultant exam sections

Below are all the sections, which will be tested during the exam.

A candidate should have a hands-on experience and deep understanding of the following areas.

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 Sales Engagement (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.

For the reference: Check Salesforce official Exam Guide.