Salesforce CRT-251 Exam Topics
Salesforce CRT-251 Exam Overview :
| Exam Name: | Prepare for your Sales Cloud Consultant Certification Exam |
| Exam Code: | CRT-251 |
| Certifications: | Salesforce Sales Cloud Consultant Certification |
| See Expected Questions: | Salesforce CRT-251 Expected Questions in Actual Exam |
Salesforce CRT-251 Exam Topics :
| Section | Objectives |
|---|---|
| Introduction and Overview | The topic of the Salesforce Sales Cloud Consultant exam begins with introductions to establish participant familiarity. It then proceeds to review exam objectives for clarity and direction. The focus then shifts to following the Sales Cloud Fast Path methodology, emphasizing efficient implementation strategies. Throughout, Salesforce Consultants are encouraged to grasp the value of thorough business analysis in achieving successful Salesforce integration and deployment. |
| Account and Contact Management | In this topic, Salesforce Consultants delve into account and contact management within Salesforce and learn to differentiate between the two entities and their roles. Enterprise Territory Management is explored to understand its significance in organizing and optimizing sales territories. The topic also covers strategies for determining and managing account access. |
| Campaign and Lead Management | This topic of the Salesforce CRT-251 exam focuses on campaign and lead management within Salesforce, starting with understanding campaign influence. Salesforce Consultants explore the campaign lifecycle and the process of converting leads into opportunities. Emphasis is also placed on assessing lead data quality, followed by techniques for generating comprehensive lead reports. |
| Opportunity Management | In the opportunity management topic, Salesforce Consultants delve into planning product schedules to align with customer needs and organizational timelines. The topic covers organizing products, price books, and quotes within Salesforce. Advanced currency management techniques are also explored in this topic. |
| Forecasting | The forecasting topic focuses on leveraging Salesforce tools for accurate sales predictions and reporting. Salesforce Consultants learn to generate collaborative forecasts. Historical trend reporting is emphasized to analyze past data and identify. The topic of the Salesforce Sales Cloud Consultant also focuses on building custom report types, designing reporting snapshots, and analyzing project success. |
| Sales Productivity | The sales productivity topic covers assessing Salesforce features for efficiency, integrating with Outlook and Gmail for streamlined communication, and navigating the Lightning Sales Console for enhanced user experience. In this topic, Salesforce Consultants also learn about utilizing Salesforce Mobile for on-the-go access, and leveraging Chatter for team collaboration and communication. |
| Integration and Data Management | The integration and data management topic guides participants through essential steps and tools for data migration within Salesforce, addressing challenges of handling large data volumes. It explores various integration options and emphasize the capture of external IDs for streamlined data synchronization. Techniques such as utilizing skinny tables are taught to enhance report performance and optimize data retrieval efficiency. |
| Sales Lifecycle | This section covers the ability to determine optimal Sales Cloud solutions based on business requirements, metrics, and key performance indicators (KPIs). It includes understanding sales and marketing processes and the appropriate use of Sales Cloud features, such as Sales Engagement, Salesforce Inbox, and Enterprise Territory Management. Candidates will also learn how to transform business objectives and sales KPIs into reports and dashboards. |
| Implementation Strategies | Here, the exam focuses on the pre-implementation, during-implementation, and post-implementation considerations for a successful Sales Cloud rollout. This includes assessing user experience, communication planning, training, change management, and establishing success metrics. Candidates will also learn about deployment considerations and how to address low adoption and evolving business requirements. |
| Practical Application of Sales Cloud Expertise | This domain involves applying Sales Cloud expertise to build and customize end-to-end sales processes, from lead generation to opportunity management, quoting, and closing deals. Candidates will be tested on their ability to extend Salesforce using custom development, third-party applications, or Salesforce products like Sales Cloud Einstein. This section also covers productivity tools, security models, and the utilization of opportunity products, quotes, and multi-currency capabilities. |
| Consulting Practices | The consulting practices section equips candidates with the skills to excel in consulting engagements. It covers project management lifecycles, facilitating successful consulting projects, conducting discovery workshops, gathering and analyzing business requirements, defining solutions, and prioritizing use cases to drive business value. |
| Data Management | Focusing on data management, this section prepares candidates to handle data migrations, integrations, and scalability considerations within Sales Cloud. It emphasizes the importance of data quality and includes discussions on strategies for maintaining data integrity and managing sales data effectively. |
| Official Information | https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide |
Updates in the Salesforce CRT-251 Exam Topics:
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