A Salesforce Certified Sales Cloud Consultant exam typically covers topics like: Sales process configuration, lead management, opportunity management, forecasting, sales reporting, territory management, custom fields and objects, data management, workflow rules, validation rules, user roles and profiles, AppExchange integration, change management, solution design, deployment, and end-user training; essentially focusing on how to design and implement effective sales solutions using Salesforce Sales Cloud features to meet specific business needs.
Key areas covered in detail:
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Sales Process Management:
- Defining sales stages and pipeline stages
- Setting up sales process automation with workflow rules
- Lead qualification and assignment rules
- Opportunity management including forecasting and pipeline analysis
- Defining sales stages and pipeline stages
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Data Management and Reporting:
- Custom fields and object creation
- Data cleansing and validation rules
- Sales reporting and dashboards
- Territory management
- Custom fields and object creation
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User Interface and Access Control:
- User roles and profiles
- Security settings and data visibility
- Custom views and list views
- User roles and profiles
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Integration and AppExchange:
- Integrating Salesforce with other systems
- Utilizing AppExchange solutions for specific sales needs
- Integrating Salesforce with other systems
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Solution Design and Deployment:
- Gathering business requirements and analyzing sales processes
- Designing a salesforce solution based on best practices
- Implementing changes and managing data migration
- Gathering business requirements and analyzing sales processes
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Training and Change Management:
- Developing training materials for end users
- Change management strategies for the adoption of new features
- Developing training materials for end users
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