Salesforce Certified Sales Cloud Consultant Certificate
Content: 60 multiple-choice questions and up to five non-scored questions
Time allotted to complete the exam: 105 minutes (time allows for unscored questions)
Passing score: 69%
Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: None
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Salesforce Certified Sales Cloud Consultant Certificate details
About the Salesforce Certified Sales Cloud Consultant Credential
The Salesforce Certified Sales Cloud Consultant program is designed for internal or external consultants who have experience implementing Salesforce Sales Cloud solutions in a stakeholder-facing role. The Salesforce Certified Sales Cloud Consultant is able to successfully design and implement Sales Cloud solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success. Some examples of concepts the successful candidate should understand include:
- Designing sales and marketing solutions to meet business requirements
- Designing applications and integrations that maximize user productivity
- Managing data and design analytics to track key Sales Cloud metrics
- Understanding common artificial intelligence (AI) use cases within Sales Cloud
- Communicating solutions to stakeholders
- Translating requirements into reports and dashboards (analytics, key performance indicators or KPIs)
- Understanding use cases for sales engagement, opportunity pipelines, accounts, contacts, and leads intelligence
- Having project management knowledge
Audience Description: Salesforce Certified Sales Cloud Consultant
A Salesforce Certified Sales Cloud Consultant designs and deploys solutions that support customer business processes and requirements using Salesforce applications. The consultant has experience designing solutions that optimize Sales Cloud functionality and can lead the implementation of these solutions within an organization.
The Salesforce Certified Sales Cloud Consultant has 2 to 5 years of professional experience using Salesforce, working with sales processes, and developing business solutions. The candidate’s expertise should include:
- Solid understanding of the consulting process
- Experience with the full project lifecycle of Sales Cloud implementations
- Strong analytical and problem-solving skills
- Deep knowledge of Sales Cloud features, automations, and functions
- Solid understanding of data management and database concepts
- Solid understanding of the discovery process, including gathering and documenting requirements
The successful candidate has the knowledge, skills, and abilities outlined below.
Knowledge
- Ability to implement solutions leveraging data security best practices
- When to recommend expanding Sales Cloud with other Salesforce Cloud solutions
- Familiarity with Salesforce editions
- Building reports and dashboards
- Sales processes and roles
- Familiarity with software development lifecycles
- Sales Cloud features and functions (lead assignment rules, conversion, sales processes, etc.)
- Standard Sales Cloud lifecycle including objects such as Leads, Accounts, Contacts, Opportunities, Activities, Campaigns, and Cases
- Forecasting, Email Integration, Telephony, Sales Engagement, Einstein Activity Capture, Console apps, and Slack collaboration
- Best practices for leveraging standard functionality, configuration, and customization of the Salesforce Platform to meet customer requirements
- Data migration concepts
- Data management concepts
- How and when to leverage AppExchange products in sales processes
- Change management, end user training, and rollout strategies
- Knowledge of non-functional requirements (performance, scalability, security, usability, maintainability)
- When to use standard functionality or custom development
- Familiarity with emerging technologies such as artificial intelligence (AI) and GPT
Skills
- Project management principles and methodologies
- How to accurately understand and adhere to the scope of a project
- How to translate business requirements into effective solutions considering productivity and efficiency
- How to help sales teams collaborate more effectively
- Presentation and communication skills to address all levels of an organization
- Facilitation skills between multiple teams with different priorities, expertise, and cultural norms
- How to research and troubleshoot known issues that may arise
- How to interact with the Salesforce ecosystem
- How to apply Sales Cloud automation to business processes
- How to align business processes with Salesforce features
- How to advise on the ethical use of AI
- Sales Cloud technical debt remediation
Abilities
- Manage the development and delivery process.
- Interpret sales key performance indicators (KPIs) and advise on common practices.
- Troubleshoot unexpected system behavior and resolve technical issues.
- Anticipate and mitigate risks.
- Prioritize and escalate customer issues.
- Identify viable use cases to determine how to configure the system.
- Design and implement successful solutions that deliver business value.
- Select the optimal Sales Cloud solution to meet business requirements.
- Recommend future enhancements to address scalability, maintainability, and system and industry changes.
- Understand the importance of change management.
A candidate for this exam may need assistance with:
- Enterprise, technical, and solution architecture
- Implementing standard and custom integrations
- Inclusive design
- Building automations (flows, Approval Processes)
A candidate for this exam is not expected to know how to:
- Write custom code (Lightning Web Components or LWC, Apex, Visualforce, Aura).
- Create a statement of work (SOW).
- Conduct training.
Typical job roles of a Salesforce Certified Sales Cloud Consultant candidate may include:
- Business Analyst
- Consultant
- Application/Solution/Technical Architect
- Salesforce Administrator
- Sales Operations Director
- Delivery Manager
- Developer
