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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Practical Application of Sales Cloud Expertise | 33% | - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Build end-to-end sales processes from Lead to Close - Configure Products, Price Books, Quotes, and multi-currency settings - Leverage Campaigns and integration tools |
| Topic 2: Implementation Strategies | 15% | - Plan deployment and post-implementation improvements - Translate business requirements and KPIs into Sales Cloud solutions - Align sales processes with organizational goals |
| Topic 3: Consulting Practices | 14% | - Facilitate successful engagements and adoption - Discovery, requirement analysis, and solution design - Project management and delivery lifecycle |
| Topic 4: Predictive and Generative AI | 13% | - Apply Trusted AI Principles and ethical guidelines - Use AI tools in Sales Cloud and Agentforce for Sales |
| Topic 5: Data Management | 15% | - Manage data governance and maintenance - Data migration and integration considerations - Ensure data quality and scalability |
| Topic 6: Sales Lifecycle | 23% | - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI - Design reports and dashboards based on KPIs - Analyze sales and marketing processes |
1. ユニバーサル・コンテナーズ(UC)は、セールスクラウドを利用している別の企業を買収し、既存のデータ、メールアラート、承認プロセスを移行している。
コンサルタントはデータ整合性を維持するために、どのような手順を踏むべきでしょうか？
A) 既存のSales Cloud組織のデータをUCのSales Cloud組織に統合し、メールアラート、承認プロセス、そしてユーザーを移行します。
B) Sales Cloud クローン機能を使用して、メールアラートと承認プロセスを UC の Sales Cloud 組織に移行します。
C) ユーザーを挿入し、メールアラートと承認プロセスを UC の Sales Cloud 組織に移行します。
2. ユニバーサル・コンテナーズは、既存のレガシーCRMアプリケーションから200万件のアカウントレコードと1000万件の連絡先レコードをSales Cloudに移行する計画を立てている。
コンサルタントはどの解決策を推奨すべきでしょうか？
A) データインポートウィザード
B) データローダー
C) サードパーティツール
3. Cloud Kicks(CK)におけるSales Cloudの実装が稼働を開始しました。
エンドユーザー向けのトレーニングは完了しました。IT関係者はプロジェクトの技術的な側面について承認しました。CK管理者は引き続きコンサルタントに連絡を取り、販売プロセスに関する質問をしています。
コンサルタントは何をすべきでしょうか？
A) CKにサポート契約を購入することを提案します。
B) 管理者と知識移転を実施します。
C) 管理者にSalesforceのインストラクター主導のトレーニングを受講することを推奨します。
4. マーケティングチームは見込み客管理に別のプラットフォームを使用しており、適格な見込み客を営業チームに引き継ぎたいと考えている。
コンサルタントはこの要件をどのように満たすべきでしょうか？
A) Sales Cloudでリードを作成するマーケティングプラットフォームとの統合を推奨します。
B) リード情報を含むタスクを生成するマーケティングプラットフォームと Sales Cloud の統合を推奨します。
C) マーケティングチームがリードを直接 Sales Cloud に入力できるように、マーケティングチームのユーザーを作成します。
5. ユニバーサル・コンテナーズは、グローバルセールスリーダーシップチームに新たな従業員を採用しました。この従業員は、営業担当者間の健全な競争を促進し、売上向上につながる活動を強化することに関心を持っています。
営業チームを支援するために、どのような対策を講じるべきでしょうか？
A) 地域別に成約件数が最も多い販売状況を表示するダッシュボードを作成します。グラフを使用して、成約件数を緑色、失注した機会を赤色で表示します。
B) 地域別営業ダッシュボードに、最も多くの商談機会を創出したアカウントエグゼクティブを強調表示するリーダーボードを表示します。
C) 地域別営業ダッシュボードに、最も多くの見込み客との面談を行ったアカウントエグゼクティブを強調表示するリーダーボードを表示します。
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: B |
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