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Given business requirements, metrics, key performance indicators (KPIs), or business challenges, determine the optimal solution in Sales Cloud. 0/6
Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations. 0/6
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. 0/9
Identify ways to transform business outcomes and sales KPIs into reports and dashboards. 0/8
Prior to an implementation, assess user experience, the communication plan, training, and change management, and establish metrics that measure success. 0/6
During an implementation, outline and apply appropriate deployment considerations. 0/5
Post implementation, determine how to respond to low adoption, changing business requirements, and user access, and plan for continuous improvement. 0/5
Leverage the project management lifecycle to deliver a successful solution on time and within scope. 0/5
Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases. 0/6
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. 0/12
Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups). 0/10
Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency. 0/9
Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities. 0/10
Explain the use cases and considerations for data migrations and integrations. 0/8
Given a scenario, outline the scalability implications of a solution. 0/4
Discuss approaches for managing sales data quality in Salesforce. 0/8
Understand what generative AI tools are available in Agentforce for Sales. 0/5
Understand what predictive AI tools are available in Sales Cloud. 0/7