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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Management | 15% | - Ensure data quality and scalability - Data migration and integration considerations - Manage data governance and maintenance |
| Topic 2: Sales Lifecycle | 23% | - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI - Design reports and dashboards based on KPIs - Analyze sales and marketing processes |
| Topic 3: Practical Application of Sales Cloud Expertise | 33% | - Configure Products, Price Books, Quotes, and multi-currency settings - Build end-to-end sales processes from Lead to Close - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Leverage Campaigns and integration tools |
| Topic 4: Consulting Practices | 14% | - Discovery, requirement analysis, and solution design - Project management and delivery lifecycle - Facilitate successful engagements and adoption |
| 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: Implementation Strategies | 15% | - Translate business requirements and KPIs into Sales Cloud solutions - Plan deployment and post-implementation improvements - Align sales processes with organizational goals |
1. ユニバーサル・コンテナーズ(UC)は、夜間に発生したリード数が大幅に増加し、1日の上限を超えていることに気づきました。
調査の結果、リード線は
ボットによって作成される可能性があります。UCは、フォーム上のスパムを制限するための対策が講じられていない標準的なWeb-to-Leadフォームを使用しています。
コンサルタントは、フォームを再発行する前に、最初の対策として何を推奨すべきでしょうか?
A) カスタムの Web-to-Lead 処理を備えた AppExchange パッケージを使用します。
B) Web-to-Lead設定でreCAPTCHA認証を必須にするを選択します。
C) 保護機能が組み込まれたカスタムのWeb-to-Lead代替手段を使用します。
2. Cloud Kicksの営業マネージャーは、日々の業務を測定するための主要業績評価指標(KPI)を示す営業ダッシュボードを作成したいと考えています。
コンサルタントはダッシュボードにどの主要指標を含めるべきでしょうか?
A) 更新された機会の数
B) 一定期間に発信された通話数
C) マーケティング適格リード数 (MQL)
3. Cloud Kicks社は最近Sales Cloudを導入しました。営業担当副社長は、Salesforceのアカウント詳細ページに、各アカウントの累計支出額に関する社内データと社外データを表示したいと考えています。
この要件を満たすために、コンサルタントはどの選択肢を推奨すべきでしょうか?
A) アインシュタインの発見
B) 営業活動
C) Salesforceデータパイプライン
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) 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。
B) 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。
C) 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。
5. Cloud Kicks(CK)は、現在のSalesforce導入状況を改善するため、コンサルタントを雇用した。
コンサルタントは、CKがビジネス要件を満たすために、まず何をすべきでしょうか?
A) 解決策を定義してください。
B) 情報収集セッションを実施する。
C) 建築設計を行う。
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: B |
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