Salesforce Sales Cloud Certification Syllabus

Salesforce is the No. 1 CRM provider worldwide, and it is growing rapidly. The job profile of Salesforce administrators, developers, and analysts are getting more desirable than ever. And jobs in need of service are also growing. 

Sales Cloud is an all-in-one tool and CRM that integrates most of the same capabilities found in other tools. But, with Sales Cloud, the sales automation features that you need are provided all in one place. Sales Cloud allows businesses to easily handle leads, keep an eye on progress, and automate sales processes. 

So, if you are aspiring for the Salesforce Sales Cloud Certification exam, in-depth knowledge of the syllabus is very crucial.

In this article, you will learn about the crucial components of Salesforce Sales Cloud to prepare you for a meaningful job. We are here to guide you through the process, syllabus, and critical topics with the help of this article. A detailed syllabus guide and strategy will help you figure out everything related to the Salesforce Sales Cloud Certification exam. 

The Salesforce Sales Cloud Certification is created for consultants working with Salesforce Sales Cloud Solutions in a customer-facing environment.

The exam is designed to test your industry knowledge and implementation skills. The exam consists of 10 vital topics with different weightage. However, giving equal attention to all the topics is advisable as just a few topics can take up most of the exam.

To be a suitable candidate, you must have the knowledge and skill set of-

1. Sales processes and roles
2. Project Management
3. Solution and Deployment Lifecycle
4. Design Statement of Work
5. Familiarity with Data Migration tools
6. How to use AppExchange products in sales processes
7. Proficiency in core Salesforce features and functions
8. Change end-user training and rollout strategies
9. Transform business needs into effective solutions

In addition to the knowledge and skills, you must also have the ability to:-

1. Lead a consulting project
2. Prioritize and look into customer issues
3. Increase client confidence
4. Come up with maintainable and scalable solutions
5. Find out viable use cases to figure out how to configure the system
6. Define and interpret Sales Key Performance indicators (KPIs)

Salesforce Sales Cloud Exam Overview:

• The exam consists of 60 multiple choice questions and 5 non-scored questions.
• The exam has a time limit of 105 minutes.
• The Salesforce Administrator credentials are mandatory.
• The passing score is 68%
• The exam will cost you $200. Anyone who wishes to retake the exam must pay $100 as a retake fee. The applicable taxes are required to be paid as per the local law.

Salesforce Sales Cloud Certification Exam Syllabus

The Salesforce Sales Cloud Certification Exam examines an individual’s knowledge and skills related to the following topics. The aspirant must have experience in implementing Sales Cloud Solutions. Let’s look at the detailed syllabus, key topics, and best strategies that will help you prepare for the exam and guide you to make intelligent decisions.

Aspiring candidates are not required to know how to manage the project, create documentation, or implement a programmatic solution.

Let’s move on to read about the topics in detail.

1. Sales Practices: 11%

• • Given a scenario, assess the factors that influence sales metrics, Key Performance Indicators (KPIs), and business challenges.
  • Describe common sales and marketing processes and key implementation considerations.
  • Understand when to use Sales Cloud features and related products such as High Velocity Sales, Salesforce Inbox, Salesforce Maps, and Sales Cloud Einstein.

2. Implementation Strategies: 13%

• Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, deploy, and document).
• Given a scenario, determine appropriate sales deployment considerations.
• Given a scenario, analyze the success of an implementation project.

3. Application and Product Knowledge: 18%

• 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, differentiate when it is appropriate to include custom application development vs. third-party applications.
• Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting. 
• Discuss the capabilities, use cases, and design considerations for additional features such as territory management and forecasting. 
• Articulate the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, and Orders.
• Describe the implementation considerations of multi-currency and advanced currency management.  

4. Lead Management: 7%

• Explain how Campaign capabilities support the sales process.
• Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.
• Discuss the best practices for managing lead data quality in Salesforce.

5. Account and Contact Management: 11%

• Review how the ownership of Account and Contact records drives access to related records.
• Explain the various methods for establishing access to Accounts, Person Accounts, Contacts, and Opportunities.
• Describe the impact of account hierarchy on visibility, maintainability, and reporting.

6. Opportunity Management: 10%

• Given a set of requirements, determine how to support different sales process scenarios for an Opportunity.
• Summarize the relationships between sales stages, forecast, and Pipeline Inspection.

7. Sales Productivity and Integration: 8%

• Discuss use cases and considerations for using email productivity tools, such as Salesforce Inbox and Outlook/Gmail integration.
• Illustrate the use cases and best practices for using collaboration tools, such as Slack, Quip, Chatter, and mobile solutions

8. Consulting Practices: 7%

• Analyze and prioritize valid use cases from a client.
• Understand the consulting project lifecycle.

9. Sales Metrics, Reports and Dashboards: 7%

• Determine the appropriate report, dashboard or reporting snapshot solution.

10. Data Management: 8%

• Explain the use cases and considerations for data migration in Sales Cloud.
• Given a scenario, analyze the implications of large data sets, transaction volumes, integrations, and moving data between Salesforce and other systems.

Click here for the ultimate Salesforce sales cloud certification study guide – explore the updated syllabus, exam pattern, exam cost, registration & preparation tips.

To Conclude

The syllabus and key topics might seem a little overwhelming if you are starting. That’s what our platform is for. 

Familiarize yourself with all the key topics and attempt plenty of mock tests that mirror the actual exam to master the Sales cloud consultant cert exam.

Remember! With the right strategy and platform and hard work and grit, you can pass any Salesforce Certification Exam. saasguru is one such platform. You can check out our Salesforce courses and decide what’s best for you.