Salesforce Certified Sales Cloud Consultant (CRT-251) Practice Exam

Salesforce Certified Sales Cloud Consultant 


About the Salesforce Sales Cloud Consultant 

The Salesforce Certified Sales Cloud Consultant exam has been developed for candidates with experience to implement Sales Cloud solutions in a customer-facing role. Candidates demonstrate the ability to design and implementing Sales Cloud solutions successfully to meet customer business requirements. The solution should maintainable and scalable, and contribute to long-term customer success.


Skills Acquired 

  • Concepts the successful candidate should understand include:
  • Designing Sales and Marketing solutions to meet business requirements.
  • Designing applications and interfaces that maximize user productivity.
  • Managing data and design analytics to track key Sales Cloud metrics.


Who should take the exam?

Candidate planning to take the exam should be able to designs and deploys solutions that support customer business processes and requirements using Salesforce applications. Candidate should have the experience to design solutions to optimize the Sales Cloud functionality and implementing these solutions within a customer organization. It is recommended that the candidate should have both industry experience and expertise in Salesforce applications, including the familiarity to implement multiple applications in common customer scenarios.


Exam Prerequisites

As a Salesforce Certified Sales Cloud Consultant candidate should have 2 to 5 years of experience as a senior business analyst and has developed the skills including - 

  • Should have a structured skill set for the consulting practice
  • Should have experience with the full project lifecycle of Sales Cloud implementations
  • Must have solid analytical and problem-solving skills
  • Must have deep knowledge of Sales Cloud features
  • Should have a strong understanding of Internet technologies and cloud computing
  • Should have a strong understanding of data management and database concepts
  • Knowledge of software development lifecycle
  • Should have experience scoping projects


Exam Details 

  • Total Questions: 60 multiple-choice/multiple-select questions and 5 non-scored questions
  • Exam Duration: 105 minutes
  • Passing score: 62%
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: Salesforce Administrator credential


Exam Outline

The Salesforce Certified Sales Cloud Consultant exam covers the following topics - 

Industry Knowledge: 7%

  • Explain the factors that influence sales metrics, KPIs, and business challenges.
  • Describe common sales processes and key implementation considerations.
  • Describe the common marketing processes and key implementation considerations.

Implementation Strategies: 12%

  • 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, measure the success of a Sales Cloud implementation project.

Sales Cloud Solution Design: 21%

  • 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, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
  • Given a scenario, identify an appropriate approach when designing the lead conversion process.
  • Describe the implementation considerations when designing a sales process. (validation rules, automation, record types, page layouts, and triggers).
  • Given a scenario, determine when it is appropriate to include custom application development or third-party applications.
  • Describe the appropriate use cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
  • Explain the capabilities, use cases, and design considerations for Enterprise Territory Management.
  • Explain the capabilities, use cases, and design considerations when implementing Orders.
  • Explain the capabilities, use cases, and design considerations of the Salesforce Mobile app pertinent to the sales process.
  • Explain the capabilities and use cases for Sales Cloud Einstein as it relates to the sales process.

Marketing and Leads: 8%

  • Explain how marketing capabilities support the sales process.
  • Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.
  • Explain the best practices for managing lead data quality.
  • Describe the best practices for using lead automation tools and campaign management.

Account and Contact Management: 13%

  • Given a scenario, explain how the ownership of Account and Contact records drive visibility of related sales information such as Opportunities, Activities, etc.
  • Explain the various methods for establishing relationships between Accounts and Contacts.
  • Given a scenario, explain the impact of having an account hierarchy (visibility, maintainability, reporting).
  • Given a scenario, explain the use cases and implications for implementing person accounts.
  • Given a scenario, explain when to use third-party data enrichment tools.

Opportunity Management: 13%

  • Given a set of requirements, determine how to support different sales process scenarios for an Opportunity.
  • Given a scenario, determine the relationships between sales stages, forecast, and pipeline.
  • Given a scenario, determine the relationships between Opportunities, Products, Product Schedules, Price, Books, Quotes, and Contracts.
  • Given a set of requirements, determine the appropriate forecasting solution.
  • Describe the implementation considerations of multi-currency and advanced currency management on Opportunities.

Sales Productivity: 9%

  • Given a scenario, determine the key features that help to enable and measure sales productivity and adoption.
  • Identify use cases and considerations for using email and productivity tools.
  • Given a scenario, identify the appropriate mobile solution to improve sales productivity.
  • Describe the use cases and best practices for using Chatter.

Sales Cloud Analytics: 9%

  • Given a set of desired metrics, determine the appropriate report, dashboard, or reporting snapshot solution.
  • Describe the implementation considerations of multi-currency and advanced currency management on reports and dashboards.
  • Given a scenario, determine permissions and access to Reports and Dashboards.

Integration and Data Management: 8%

  • Explain the use cases and considerations for common Sales Cloud integrations
  • Explain the use cases and considerations for data migration in Sales Cloud.
  • Given a scenario, analyze the implications and design considerations of large data and transaction volumes.
  • Explain how integration facilitates the exchange of data between Salesforce organizations.


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