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Salesforce Sales-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implementation Strategies15%- Plan deployment and post-implementation improvements
- Align sales processes with organizational goals
- Translate business requirements and KPIs into Sales Cloud solutions
Topic 2: Sales Lifecycle23%- Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI
- Design reports and dashboards based on KPIs
- Analyze sales and marketing processes
Topic 3: Predictive and Generative AI13%- Use AI tools in Sales Cloud and Agentforce for Sales
- Apply Trusted AI Principles and ethical guidelines
Topic 4: Practical Application of Sales Cloud Expertise33%- Configure Products, Price Books, Quotes, and multi-currency settings
- Leverage Campaigns and integration tools
- Build end-to-end sales processes from Lead to Close
- Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams
Topic 5: Data Management15%- Ensure data quality and scalability
- Data migration and integration considerations
- Manage data governance and maintenance
Topic 6: Consulting Practices14%- Facilitate successful engagements and adoption
- Discovery, requirement analysis, and solution design
- Project management and delivery lifecycle

Salesforce Certified Sales Cloud Consultant Sample Questions:

1. A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account. Which recommendation meets this requirement?

A) Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.
B) Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.
C) Reference the revenue totals on the parent accounts in the Account Hierarchy view.


2. Cloud Kicks wants its sales operations team to place orders United States customers in Sales Cloud. The sales ops team needs calculate sales tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time. What should the consultant recommend to meet the requirement?

A) An app from AppExchange
B) screen flow for orders
C) formula field on the Order object


3. Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities:
- Opportunities they own
- Opportunities that are tied to accounts they own
Which action should a consultant take to meet the requirement?

A) Set organization-wide defaults for Accounts and Opportunities to Public Read- Only.
B) Set organization-wide defaults for Accounts and Opportunities to Private.
C) Set Opportunity access on the role to View All Opportunities associated with the owner's accounts.


4. During end-to-end testing, users report that a key business process is missing a step. What should a consultant do first to resolve the issue?

A) Work with key stakeholders to determine if a change to the requirements is necessary to go-live,
B) Revise the test scripts and ask users to repeat the testing.
C) Change the solution to meet the needs of the users and update the training materials.


5. Cloud Kicks manages prospects for lead generation in a marketing application. To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?

A) Contacted prospects
B) Qualified prospects
C) All prospects


Solutions:

Question # 1
Answer: B
Question # 2
Answer: A
Question # 3
Answer: C
Question # 4
Answer: A
Question # 5
Answer: B

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