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Reference: https://trailheadacademy.salesforce.com/certificate/exam-sales-consultant---Sales-Con-201

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Salesforce Sales-Cloud-Consultant日本語 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Planning & Solution Design25%- Design Sales Cloud solution
  • 1. Design lead management process
  • 2. Design account and contact management
  • 3. Design opportunity management
- Design user adoption strategy
  • 1. Training requirements
  • 2. Change management
- Define data model requirements
  • 1. Custom objects design
  • 2. Record types and page layouts
  • 3. Field-level security
Topic 2: Integration & Optimization15%- Ongoing support and maintenance
  • 1. Release management
  • 2. User adoption monitoring
- Performance optimization
  • 1. Salesforce Mobile app configuration
  • 2. Lightning Experience optimization
- Integration requirements
  • 1. Calendar integration
  • 2. Email integration
  • 3. Third-party integrations
Topic 3: Salesforce Configuration25%- Set up Sales Cloud features
  • 1. Set up Salesforce Engage
  • 2. Configure lead scoring
  • 3. Configure Einstein Activity Capture
- Configure reporting and dashboards
  • 1. Standard and custom reports
  • 2. Custom report types
  • 3. Dashboard components
- Implement automation
  • 1. Process Builder
  • 2. Flow Builder
  • 3. Approval processes
Topic 4: Customer Discovery15%- Conduct discovery sessions
  • 1. Understand sales methodology
  • 2. Document pain points and challenges
  • 3. Capture success criteria
- Determine the scope and business objectives
  • 1. Assess current business processes
  • 2. Define business requirements
  • 3. Identify key stakeholders
Topic 5: Analytics & Insights10%- Configure analytics features
  • 1. Forecasting configuration
  • 2. Einstein Analytics basics
  • 3. Sales Cloud Einstein features
- KPI measurement
  • 1. Define success metrics
  • 2. Report on business outcomes
Topic 6: Migration & Data Management10%- Data quality management
  • 1. Matching rules
  • 2. Duplicate rules
- Data migration strategy
  • 1. Data loader configuration
  • 2. Data validation rules
  • 3. Data mapping

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