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20May

Salesforce Sales Cloud Consultant Part 9: Consulting Practices & Sales Metrics, Reports & Dashboards

This Consulting Practices topic includes the following objectives:• Analyze and prioritize valid use cases from a client.• Understand the consulting project lifecycle.Aspiring sales consultants are expected to know different methodologies and consulting project lifecycle phases. There are different aspects to consider when it comes to requirement elicitation, analysis, and solution design. Gathering and analyzing requirements is the first step of building appropriate solutions that bring value to the business. This section details the stages of a project lifecycle as well...

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20May

Salesforce Sales Cloud Consultant Part 8: Data Management

This topic includes the following objectives:• 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.Various integration options and patterns can be utilized for integrating Salesforce with third-party systems or services. An integration pattern is a specific design and approach for integrating Salesforce with external systems. The underlying strategies can be used for particular scenarios rather than...

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20May

Salesforce Sales Cloud Consultant Part 7: Sales Productivity and Integration

This topic includes the following objectives:• 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.There are key features in Salesforce that help in the enablement and measurement of sales productivity and adoption. Many Salesforce features such as the Salesforce mobile app, Chatter, and email integration tools can be used to drive the...

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20May

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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20May

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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20May

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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20May

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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20May

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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17May

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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