Explain the various methods for establishing relationships between accounts and contacts.Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc.Identify use cases and design considerations for social accounts and contacts.Explain the best practices for managing lead data quality.Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification.Explain how marketing capabilities support the sales process.Explain the capabilities, use cases and design considerations of Salesforce mobile applications pertinent to the sales process.Explain the capabilities, use cases and design considerations when.Explain the capabilities and use cases for Enterprise territory management.Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.Given a scenario, determine when it is appropriate to include customĪpplication development or a third-party application.(validation rules, process builder, automation, record types, page layouts, workflow, Visualflow and triggers). Describe the implementation considerations when designing a sales process.Given a scenario, identify an appropriate approach when designing the lead conversion process.Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.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, measure the success of a Sales Cloud implementation.Given a scenario, determine appropriate sales deployment considerations.
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Given a scenario, determine how to facilitate a successful consultingĮngagement (plan, gather requirements, design, build, test, and document).Explain common sales processes and key considerations.Explain the factors that influence sales metrics, KPIs and business challenges.Enterprise Territory Management Implementation Guide.Original Territory Management Implementation Guide.Developer Strategies from the Territory Management Trenches.Forecasting & Territory Management Video.There were some questions on territories and forecasting but nothing too in-depth and nothing for Customizable Forecasts but that doesn’t mean there won’t be for now. Let me know in the comments if this helped and good luck! Test Result – Pass! Since I had previously failed the exam about a year ago, I studied extra hard in the areas needing the most attention, opportunity management and sales productivity so that’s where most of this content is focused. All the content that follows was written from various sources since it helps me to remember which is why this is so long. This is the Sales Cloud study guide I created for myself but hope that it helps you too.