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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sales Cloud Analytics | 10% | - Sales metrics and KPIs - Reports and dashboards for sales |
| Topic 2: Account and Contact Management | 12% | - Account hierarchy and relationships - Contact management best practices |
| Topic 3: Lead Management | 12% | - Lead scoring and routing - Lead qualification and conversion |
| Topic 4: Practical Application of Sales Cloud Expertise | 33% | - Sales Cloud implementation strategies - Scalability and maintainability - Customer success and solution delivery |
| Topic 5: Opportunity Management | 17% | - Opportunity stages and pipeline management - Forecasting and quota management |
| Topic 6: Sales Cloud Configuration | 16% | - Sales Cloud features and customization - Sales processes and workflows |
1. Cloud Kicksの営業マネージャーは、製品ファミリー別の商談予測とチームのノルマを示すレポートとダッシュボードを提示する必要があります。
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) 予測割当と予測項目を含むカスタムレポートタイプを作成します。
B) 完了した商談、予測項目、および割当を結合したレポートを作成します。
C) 製品ファミリーレポートを使用してクォータを設定し、必要なフィールドを追加します。
2. Cloud Kicks社は、営業チーム向けにSales Cloudの導入を進めている。しかし、経営陣は導入の可否について懸念を抱いている。
コンサルタントは、導入を促進するためにどのようなことを推奨すべきでしょうか?
A) 販売プロセスを再定義する。
B) 目標と主要指標を設定する。
C) サンドボックス環境でトレーニングを実行します。
3. 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) サードパーティツール
B) データローダー
C) データインポートウィザード
4. Cloud Kicksは最近Salesforceを買収し、経営陣はより正確な予測が可能になることに期待を寄せている。しかし、営業マネージャーによると、パイプライン会議中に予測金額を更新するのは時間がかかり、会議時間内に確定済みの案件すべてを確認するのは難しいという。
コンサルタントは、リアルタイムの予測更新を行いながら、会議をより効率的に進めるために、どのようなことを推奨すべきでしょうか?
A) 予測ページで複数の商談を一度に修正します。
B) 営業担当者に、リストビューを使用して商談をステージ間で移動するように指示します。
C) インライン編集を使用して、レコードの予測金額を更新します。
5. プロジェクトの展開後、エンドユーザーによっていくつかのバグが発見され、プロジェクトチームによって優先順位が付けられた。
コンサルタントはこれらの問題をどのように解決すべきでしょうか?
A) ステージング環境で問題解決リリースを構築します。
B) 開発サンドボックスでユーザー受け入れテスト (UAT) を実行します。
C) 開発サンドボックスで問題解決リリースを構築します。
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: C | Question # 5 Answer: C |
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