Sales Cloud Consultant
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Core Resources
Exam Overview
From the official exam guide
Questions
65
Duration
105 min
To Pass
65%
Pricing
$200 registration · $100 retake
Delivery
Online proctored or at a testing center
Experience
2+ years of Salesforce implementation experience
Prerequisites
Salesforce Certified Platform Administrator
Exam Topics
Each topic section shows the topic weight, learning objectives, and links to study resources.
Sales Lifecycle20%
Lead-to-Opportunity conversion and field mapping, campaign management and ROI tracking, sales process configuration with record types and path, opportunity management and pipeline stages, territory management with ETM and assignment rules, collaborative forecasting with forecast types and adjustments, Sales Engagement cadences, and KPI reporting for sales leaders.
- Given business requirements, metrics, key performance indicators (KPIs), or business challenges, determine the optimal solution in Sales Cloud.
- Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations.
- Identify when to use Sales Cloud features and related products such as Sales Engagement, Salesforce Inbox, Enterprise Territory Management, Opportunity Forecasting, Sales Cloud Einstein, and generative/predictive AI.
- Identify ways to transform business outcomes and sales KPIs into reports and dashboards.
Resources
Consulting and Implementation Strategies25%
Pre-implementation discovery and requirements analysis, change management and communication planning, user adoption measurement and response, deployment considerations and go-live readiness, post-go-live continuous improvement, project management lifecycle, and defining success metrics for Sales Cloud rollouts.
- Prior to an implementation, assess user experience, the communication plan, training, and change management, and establish metrics that measure success.
- During an implementation, outline and apply appropriate deployment considerations.
- Post implementation, determine how to respond to low adoption, changing business requirements, and user access, and plan for continuous improvement.
- Leverage the project management lifecycle to deliver a successful solution on time and within scope.
- Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.
Resources
Practical Application of Sales Cloud Expertise23%
End-to-end Lead-to-Opportunity-to-Quote-to-Close process design, security model selection (role hierarchy, sharing rules, Account Teams, Opportunity Teams, permission sets), products and price books configuration, Quotes and multi-currency impact, campaign and lead management, opportunity splits, and extending Sales Cloud with integrations and productivity tools.
- Given a set of requirements, construct an end-to-end sales process within Salesforce that supports the business from Lead to Opportunity to Quote to Close.
- Given a scenario, determine when it is appropriate to extend declarative development with custom development, third-party applications, Salesforce products, or productivity tools (email integrations, Slack, Salesforce Mobile).
- Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups).
- Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
- Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.
Resources
Data Management18%
Data migration tool selection (Data Import Wizard vs. Data Loader vs. third-party ETL), data quality strategies, duplicate prevention with matching and duplicate rules, validation rules for sales data integrity, scalability considerations for large data volumes, and integration approaches for Account, Contact, and Opportunity data.
- Explain the use cases and considerations for data migrations and integrations.
- Given a scenario, outline the scalability implications of a solution.
- Discuss approaches for managing sales data quality in Salesforce.
Resources
Predictive and Generative AI13%
Agentforce for Sales (SDR lead nurturing agent, Sales Coach), Einstein predictive features (Opportunity Scoring, Lead Scoring, Activity Capture, Deal Insights, Call Coaching), generative AI tools (email drafting, call summaries, opportunity briefings), Salesforce Trusted AI Principles, and identifying the right AI tool for a described business outcome.
- Understand what generative AI tools are available in Agentforce for Sales.
- Understand what predictive AI tools are available in Sales Cloud.
- Identify ethical challenges of AI and apply Salesforce's Trusted AI Principles to sales scenarios.
Resources
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