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

The Salesforce Certified Sales Cloud Consultant (CRT-251) exam validates your expertise in implementing and configuring Salesforce Sales Cloud solutions to optimize sales processes for businesses. Earning this certification demonstrates your ability to design, deploy, and manage Sales Cloud features to enhance customer relationship management (CRM) and boost sales performance.

Who Should Take This Exam?

• Become Salesforce Sales Cloud Consultants: Launch a career specializing in implementing and customizing Sales Cloud solutions for clients.
• Enhance Existing Salesforce Skills: Salesforce administrators or experienced users can elevate their skills to a consultant level.
• Deepen Sales Cloud Knowledge: Salesforce professionals aiming to gain a comprehensive understanding of Sales Cloud functionalities for strategic configuration.

Prerequisites

• Salesforce Experience: Prior experience working with Salesforce, ideally including the Salesforce Administrator credential.
• Sales Process Understanding: Solid grasp of sales methodologies and best practices.
• Customer Relationship Management (CRM) Concepts: Knowledge of CRM principles and their role in sales automation.

Roles and Responsibilities

• Salesforce Sales Cloud Consultant: Providing consulting services to clients on Sales Cloud implementation, configuration, and customization.
• Salesforce Administrator (Advanced): Taking on a more strategic role within an organization, managing and optimizing the Sales Cloud environment.
• CRM Solutions Architect (Salesforce Focus): Designing and implementing CRM solutions with a focus on Salesforce Sales Cloud functionalities.
• Business Analyst (Sales): Leveraging Salesforce Sales Cloud data and functionalities to improve sales operations and performance.

Exam Details 

• Total Questions: 60 multiple-choice/multiple-select questions and 5 non-scored questions
• Exam Duration: 105 minutes
• Passing score: 62%

Exam Outline

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

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.