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Salesforce Sales-Cloud-Consultant Exam Syllabus

Certified Salesforce Sales Cloud Consultant (SU24)

Last Update Dec 23, 2024
Total Questions : 186

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Sales-Cloud-Consultant Exam Details

Salesforce Sales-Cloud-Consultant Exam Detail

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Salesforce Sales-Cloud-Consultant Exam Overview :

Exam Name Certified Salesforce Sales Cloud Consultant (SU24)
Exam Code Sales-Cloud-Consultant
Official Information https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide
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Salesforce Sales-Cloud-Consultant Exam Topics :

Section Weight Objectives
Industry Knowledge: 7%
  • Explain the factors that influence sales metrics, KPIs, and business challenges.
  • Describe common sales processes and key implementation considerations.
  • Describe the common marketing processes and key implementation considerations.
Implementation Strategies: 12%
  • 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, measure the success of a Sales Cloud implementation project.
Sales Cloud Solution Design: 21%
  • 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, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
  • Given a scenario, identify an appropriate approach when designing the lead conversion process.
  • Describe the implementation considerations when designing a sales process. (validation rules, automation, record types, page layouts, and triggers).
  • Given a scenario, determine when it is appropriate to include custom application development or third-party applications.
  • Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
  • Explain the capabilities, use cases, and design considerations for Territory Management.
  • Explain the capabilities, use cases, and design considerations when implementing Orders.
  • Explain the capabilities, use cases, and design considerations of the Salesforce mobile app pertinent to the sales process.
  • Explain the capabilities and use cases for Sales Cloud Einstein as it relates to the sales process.
Marketing and Leads: 8%
  • Explain how marketing capabilities support the sales process.
  • Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.
  • Explain the best practices for managing lead data quality.
  • Describe the best practices for using lead automation tools and campaign management.
Account and Contact Management: 13%
  • Given a scenario, explain how the ownership of Account and Contact records drive visibility of related sales information such as Opportunities, Activities, etc.
  • Explain the various methods for establishing relationships between Accounts and Contacts.
  • Given a scenario, explain the impact of having an account hierarchy (visibility, maintainability, reporting).
  • Given a scenario, explain the use cases and implications for implementing person accounts.
  • Given a scenario, explain when to use third-party data enrichment tools.
Opportunity Management: 13%
  • Given a set of requirements, determine how to support different sales process scenarios for an Opportunity.
  • Given a scenario, determine the relationships between sales stages, forecast, and pipeline.
  • Given a scenario, determine the relationships between Opportunities, Products, Product Schedules, Price, Books, Quotes, and Contracts.
  • Given a set of requirements, design forecasting to meet the business need.
  • Describe the implementation considerations of multi-currency and advanced currency management on Opportunities.
Sales Productivity: 9%
  • Given a scenario, determine the key features that help to enable and measure sales productivity and adoption.
  • Identify use cases and considerations for using email and productivity tools.
  • Given a scenario, identify the appropriate mobile solution to improve sales productivity.
  • Describe the use cases and best practices for using Chatter.
Sales Cloud Analytics: 9%
  • Given a set of desired metrics, determine the appropriate report, dashboard, or reporting snapshot solution.
  • Describe the implementation considerations of multi-currency and advanced currency management on reports and dashboards.
  • Given a scenario, determine permissions and access to Reports and Dashboards.
Integration and Data Management: 8%
  • Explain the use cases and considerations for common Sales Cloud integrations
  • Explain the use cases and considerations for data migration in Sales Cloud.
  • Given a scenario, analyze the implications and design considerations of large data volumes.
  • Explain how integration facilitates the exchange of data between Salesforce organizations.

Updates in the Salesforce Sales-Cloud-Consultant Exam Syllabus:

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