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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Lead Management | 12% | - Lead scoring and routing - Lead qualification and conversion |
| Topic 2: Sales Cloud Analytics | 10% | - Sales metrics and KPIs - Reports and dashboards for sales |
| Topic 3: Account and Contact Management | 12% | - Account hierarchy and relationships - Contact management best practices |
| Topic 4: Practical Application of Sales Cloud Expertise | 33% | - Scalability and maintainability - Customer success and solution delivery - Sales Cloud implementation strategies |
| Topic 5: Opportunity Management | 17% | - Forecasting and quota management - Opportunity stages and pipeline management |
| Topic 6: Sales Cloud Configuration | 16% | - Sales processes and workflows - Sales Cloud features and customization |
1. Cloud Kicks (CK) では、組織全体のデフォルト設定として、商談のアクセス権限が「公開読み取り専用」になっています。CK のアカウントチームの役割の一つに「エグゼクティブスポンサー」があります。エグゼクティブスポンサーの役割を持つアカウントチームメンバーは、すべての子商談に対して読み取り/書き込みアクセス権限が必要です。
コンサルタントはどのようにしてこの要件を満たすべきでしょうか?
A) 商談への読み取り/書き込みアクセスを付与するフローを作成します。
B) 商談への読み取り/書き込みアクセスを付与するアカウント共有ルールを作成します。
C) 商談への読み取り/書き込みアクセスを付与する商談共有ルールを作成します。
2. コンサルタントが新規顧客と面談し、Sales Cloud導入のための展開戦略を策定している。
コンサルタントは、計画段階でどのようなことを行うべきでしょうか?そうすることで、導入の成功を確実にできるのでしょうか?
A) 提案された解決策のプロトタイプを設計します。
B) 目標、指標、プロジェクトスケジュール、および販売プロセスを定義します。
C) 使用するSalesforceの機能と関数を特定します。
3. ユニバーサルコンテナーズ社は、過去5年間、見込み客、顧客アカウント、連絡先、商談の管理にSales Cloudを利用してきました。
営業担当上級副社長は先日、あるカンファレンスに参加し、Sales Cloud Einsteinの機能について学びました。特にEinstein Lead ScoringとEinstein Deal Insightsに強い関心を示し、すぐに導入できるようコンサルタントを雇いました。
コンサルタントはまずどのステップを踏むべきでしょうか?
A) 開発者組織で Einstein アクティビティ キャプチャを有効にする。
B) Einstein Readiness Assessor をサンドボックスで実行します。
C) 本番環境で両方のEinstein機能を有効にします。
4. Cloud Kicks社の営業担当副社長は、営業組織全体におけるパイプラインを、ステージ別、成約予定日別、担当者別にリアルタイムで集計したビューを求めています。コンサルタントはどのような提案をすべきでしょうか?
A) 共同予測
B) 静的リストビュー
C) チャットグループ
5. ユニバーサル・コンテナーズ(UC)は来月、セールスクラウド導入プロジェクトを開始する予定です。プロジェクトマネージャーは、ビジネス関係者とのヒアリングワークショップに備え、ワークショップ前にチームがクライアントに質問したい主要なトピックのリストを求めています。
チームがUCについてより深く理解するのに役立つトピックはどれですか?
A) 具体的、測定可能、達成可能、関連性があり、期限が定められている
B) 予算、権限、必要性、時間
C) 目標、価値観、取り組み、戦略、および障害
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: C |
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