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Salesforce Sales-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Sales Lifecycle | 23% | - Analyze sales and marketing processes - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI - Design reports and dashboards based on KPIs |
| Data Management | 15% | - Ensure data quality and scalability - Manage data governance and maintenance - Data migration and integration considerations |
| Practical Application of Sales Cloud Expertise | 33% | - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Configure Products, Price Books, Quotes, and multi-currency settings - Build end-to-end sales processes from Lead to Close - Leverage Campaigns and integration tools |
| Implementation Strategies | 15% | - Plan deployment and post-implementation improvements - Align sales processes with organizational goals - Translate business requirements and KPIs into Sales Cloud solutions |
| Predictive and Generative AI | 13% | - Apply Trusted AI Principles and ethical guidelines - Use AI tools in Sales Cloud and Agentforce for Sales |
| Consulting Practices | 14% | - Discovery, requirement analysis, and solution design - Facilitate successful engagements and adoption - Project management and delivery lifecycle |
Salesforce Certified Sales Cloud Consultant Sample Questions:
1. The Northern Trail Outfitters sales team has reported that many of the leads they receive are missing an email address or phone number.
Which approach should a consultant recommend to address this issue?
A) Make Phone and Email fields required on the Lead convert form.
B) Set default values for Phone and Email fields on the Lead object.
C) Create a validation rule that requires a Phone and Email.
2. A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined.
Which project management methodology should a consultant recommend to ensure the implementation is successful?
A) Waterfall
B) Agile
C) Kanban
3. Cloud Kicks (CK) has been losing market share to competitors over the past year. CK management is planning next year's budget and has allocated more money for in-person meetings with its existing partners because CK thinks it will reduce churn.
Which option should a consultant recommend that CK use to track the spending increase for onsite visits?
A) Report on accounts with and without onsite activities.
B) Report on the activity type that corresponds to an onsite visit.
C) Report on opportunities with and without onsite activities.
4. The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order.
Which condition should the consultant consider to meet this requirement?
A) The order must be associated with an active contract.
B) The order associated with the account is in draft status.
C) The currency associated with the order can be different from the contract.
5. Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
A) Designate a default account as the Contact's primary account.
B) Create a junction object to link Accounts and Contacts.
C) Add account relationships from the Contact record.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: A |


