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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sales Lifecycle | 23% | - Design reports and dashboards based on KPIs - Analyze sales and marketing processes - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI |
| Topic 2: Practical Application of Sales Cloud Expertise | 33% | - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Leverage Campaigns and integration tools - Build end-to-end sales processes from Lead to Close - Configure Products, Price Books, Quotes, and multi-currency settings |
| Topic 3: Consulting Practices | 14% | - Discovery, requirement analysis, and solution design - Project management and delivery lifecycle - Facilitate successful engagements and adoption |
| Topic 4: Implementation Strategies | 15% | - Align sales processes with organizational goals - Translate business requirements and KPIs into Sales Cloud solutions - Plan deployment and post-implementation improvements |
| Topic 5: Predictive and Generative AI | 13% | - Use AI tools in Sales Cloud and Agentforce for Sales - Apply Trusted AI Principles and ethical guidelines |
| Topic 6: Data Management | 15% | - Ensure data quality and scalability - Manage data governance and maintenance - Data migration and integration considerations |
Question 1
Cloud Kicksは、ビジネスアカウントと個人アカウントの管理にSalesforceを使用しています。営業部長は、個人アカウントをビジネスアカウントや連絡先に関連付けたいと考えています。
コンサルタントはこれらの要件を満たすために、どのようなアプローチを推奨すべきでしょうか?
A. アカウントから連絡先へのカスタムルックアップを作成します。
B. アカウントと連絡先の間に結合オブジェクトを作成します。
C. 連絡先を複数のアカウントに紐付ける機能を使用します。
Question 2
ユニバーサル・コンテナーズ(UC)の営業担当者は、質の高い見込み客を割り当ててもらいたいと考えている。
コンサルタントは、UCのプロセスを改善してより質の高いリードを生み出すために、どのような対策を推奨すべきでしょうか?
A. ビジネス指標と要因を特定し、選択リストと数式フィールドを使用してデータの一貫性を確保します。
B. リードオブジェクトに4つのカスタムフィールドを作成し、リードスコアを生成してリードの品質を判断します。
C. 成約済みリードとコンバージョンの履歴データを分析して、リードの質を向上させます。
Question 3
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. 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。
B. 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。
C. 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。
Question 4
Cloud Kicks(CK)は最近、競合他社に複数の大型案件を奪われてしまった。CKの経営陣は、なぜこうした機会を逃しているのか、その理由を突き止めたいと考えている。
コンサルタントがこの要件を満たすための最も効率的な方法は何ですか?
A. Slackに競合他社チャンネルを作成して、洞察やストーリーを共有しましょう。
B. Opportunity オブジェクトに新しいカスタム フィールドを作成します。
C. 競合他社を追跡するための新しいカスタムオブジェクトと自動化を作成します。
Question 5
Cloud Kicksは個人アカウントを有効化したいと考えています。
コンサルタントは、個人アカウントを有効にする前に何をする必要がありますか?
A. アカウントのデフォルトの共有設定をパブリック読み取り/書き込みに設定します。
B. 切り替え期間中は、Experience Cloud サイトへのアクセスを無効にします。
C. 少なくとも 1 つのアカウント レコード タイプを作成します。
Solutions:
| Question 1 Answer: C | Question 2 Answer: C | Question 3 Answer: B | Question 4 Answer: B | Question 5 Answer: C |
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