Industry Knowledge and Implementation Strategies |
11% |
- Explain the factors that influence sales metrics, KPIs and business challenges.
- Explain common sales processes and key considerations.
- Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document).
- Given a scenario, determine appropriate sales deployment considerations.
- Given a scenario, measure the success of a Sales Cloud implementation project.
|
Sales Cloud Solution Design |
25% |
- Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order.
- Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
- Given a scenario, identify an appropriate approach when designing the lead conversion process.
- Describe the implementation considerations when designing a sales process.
- Given a scenario, determine when it is appropriate to include custom application development or a third-party application.
- Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
- Explain the capabilities and use cases for territory management.
- Explain the capabilities, use cases and design considerations when implementing Orders.
- Explain the capabilities, use cases and design considerations of Salesforce1 Mobile App pertinent to the sales process.
|
Marketing and Leads |
7% |
- Explain how marketing capabilities support the sales process.
- Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.
- Explain the best practices for managing lead data quality.
|
Account and Contact Management |
12% |
- Identify use cases and design considerations for social accounts and contacts.
- Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc.
- Explain the various methods for establishing relationships between accounts and contacts.
- Explain the impact of having an account hierarchy.
- Explain the methods for populating and maintaining account and contact data using data enrichment tools.
- Explain the use cases and implications for implementing person accounts.
|
Opportunity Management |
15% |
- Given a set of requirements, determine how to support different sales process scenarios.
- Given a scenario, determine the relationships between sales stages, forecast and pipeline.
- Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc.
- Given a set of requirements, determine the appropriate forecasting solution.
- Describe the impact of multi-currency on opportunities.
|
Sales Productivity |
12% |
- Given a scenario, determine the key features that help to enable and measure sales productivity and adoption.
- Identify use cases and considerations for using email and productivity tools.
- Given a scenario, identify the appropriate mobile solution to improve sales productivity.
- Describe how Chatter enables collaboration in the sales process.
- Explain the use cases and best practices for using Content vs. Chatter Files in the sales process.
- Explain the capabilities and use cases of work.com pertinent to sales productivity.
|
Communities and Site Management |
05% |
- Explain the use cases for Communities and sites in the sales process.
- Identify the impact of enabling Communities.
|
Sales Cloud Analytics |
05% |
- Given a set of desired metrics, determine the appropriate report, dashboard or reporting snapshot solution.
- Describe the implementation considerations of multi-currency on reports and dashboards.
|
Integration and Data Management |
08% |
- Explain the use cases and considerations for integrations common to Sales Cloud implementations.
- Explain the use cases and considerations for data migration in Sales Cloud.
- Given a scenario, analyze the implications and design considerations of large data and transaction volumes.
|