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Salesforce Sales Cloud Consultant Part 6: Opportunity Management

This topic includes the following objectives: • 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.Various features can support a sales process in Salesforce, which can be used in different scenarios. A sales process consists of different opportunity stages, and an opportunity moves through these stages while a sales representative works on closing a sales deal. An org can have different types of sales...

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Salesforce Sales Cloud Consultant Part 4: Lead Management

This topic includes the following objectives:• 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.Salesforce provides different marketing capabilities which can support a sales process. A sales process refers to the different stages of reaching prospects, qualifying leads, and closing sales deals. Prospects or leads are primarily generated through marketing campaigns which can be managed in Salesforce....

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Salesforce Sales Cloud Consultant Part 3: Application of Product Knowledge

This topic has the highest weighting and includes the following objectives:• 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...

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Salesforce Sales Cloud Consultant Part 2 : Implementation Strategies

This topic includes the following objectives:• 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.This category covers how a Sales Cloud consultant would prepare for an implementation. It describes the steps involved (i.e., plan, gather requirements, design, build, test, deploy, and document) and how they all fit together to make a...

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Salesforce Sales Cloud Consultant Part 1 : Sales Practices

The Salesforce Sales Cloud Consultant Certification is a credential developed for Salesforce professionals who have experience in Sales Cloud solutions on the Salesforce platform and are looking to verify their expertise. Working experience of the product is important for this certification in particular as it’s designed specifically for professionals who can architect a solution for a particular customer scenario.In this article, we will talk about part 1: Sales PracticesThis topic includes the following objectives:• Given a scenario, assess the factors that influence sales...

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Journey to Success: Conquering the Microsoft SC-900 Exam

Embarking on my professional journey in the field of technology, I recognized the importance of staying up-to-date with the latest advancements and certifications. Seeking to expand my knowledge and demonstrate proficiency in Microsoft Azure fundamentals, I set my sights on the Microsoft SC-900 exam. This personal experience encapsulates my efforts, challenges faced, and eventual triumph in passing the SC-900 exam.Setting the Goal: The decision to pursue the Microsoft SC-900 certification was driven by my desire to gain a comprehensive understanding...

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Salesforce Platform App Builder Certification Exam Syllabus

Salesforce Platform App Builder Certification Exam is one of the most popular and valuable credentials for Salesforce professionals. It validates your ability to design, build, and implement custom applications using the declarative customization capabilities of the Salesforce Platform. The Salesforce Platform App Builder Certification is the credential that demonstrates the test taker’s ability to declaratively customize the standard applications or declaratively build a totally custom application. The Platform App Builder certification does not require detailed knowledge and skills of programming,...

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Salesforce Integration Architect Part 6: Maintain Integration

This topic includes the following objectives:Given an integration maintenance use case, identify performance monitoring needs for integration requirements.Salesforce provides tools that can be used to evaluate performance of the org, its applications, or pages. These tools can be used to monitor specific attributes and metrics related to integration solutions such as integration user logins, API requests, outdated API versions, and others. In this topic, tools such as Event Monitoring, real-time events, and Salesforce Optimizer will be covered to identify their...

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Salesforce Integration Architect Part 5: Build Solution

This topic includes the following objectives:Given a use case that includes technical requirements, constraints or drivers, identify the considerations when designing and implementing API(s), both Salesforce as an API provider and Salesforce as an API consumer.Salesforce offers various APIs for inbound integration, including REST API, SOAP API, Bulk API 2.0, and Streaming API. Various considerations and limitations apply to the use of an API. For example, Salesforce limits the number of API calls per 24-hour period, which depends on the...

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