Last Updated: Aug 14, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Practical Application of Sales Cloud Expertise | 33% | - Leverage Campaigns and integration tools - Apply security models: sharing rules, role hierarchy, Account/Opportunity Teams - Build end-to-end sales processes from Lead to Close - Configure Products, Price Books, Quotes, and multi-currency settings |
| Sales Lifecycle | 23% | - Design reports and dashboards based on KPIs - Select appropriate features: Sales Engagement, Territory Management, Forecasting, Einstein AI - Analyze sales and marketing processes |
| Data Management | 15% | - Ensure data quality and scalability - Manage data governance and maintenance - Data migration and integration considerations |
| Predictive and Generative AI | 13% | - Use AI tools in Sales Cloud and Agentforce for Sales - Apply Trusted AI Principles and ethical guidelines |
| Consulting Practices | 14% | - Project management and delivery lifecycle - Discovery, requirement analysis, and solution design - Facilitate successful engagements and adoption |
| Implementation Strategies | 15% | - Align sales processes with organizational goals - Translate business requirements and KPIs into Sales Cloud solutions - Plan deployment and post-implementation improvements |
1. ユニバーサルコンテナーズは、不足している情報を特定するためにデータを分析しており、商談が成立しているアカウントのうち、連絡先情報が不足しているアカウントを知りたいと考えています。
コンサルタントはこのレポートを作成するにあたり、どのようなことを推奨すべきでしょうか?
A) クロスフィルター
B) レポートのスナップショット
C) ロールアップサマリーフィールド
2. ユニバーサル・コンテナーズ社は、リードスコアリング方式を用いたリード資格審査プロセスを導入しました。その結果、最高スコアを獲得した見込み客の多くは、購入意欲がほとんどないことが判明しました。
コンサルタントは、現在のリード資格審査プロセスに対して、どのような変更を推奨すべきでしょうか?
A) 意図を示す行動に対してポイントが増加します。
B) 各レコードをターゲットマーケティングペルソナに照らし合わせて評価します。
C) マーケティング接触回数の指標を含めます。
3. あるコンサルタントは、複数の営業チームが案件の進捗状況について経営陣に一貫性のない報告をしているというフィードバックを受けた。
コンサルタントは、プロセスを整合させ、経営陣に対してパイプラインに関するより信頼性の高い情報を提供するために、どのようなことを推奨すべきでしょうか?
A) 営業エンゲージメントレポートを作成します。
B) 売上予測を有効にする。
C) 販売経路をカスタマイズします。
4. ノーザン・トレイル・アウトフィッターズは、来年度に向けて営業地域を新たな組織構造に移行したいと考えている。
この移行において、コンサルタントはどの側面を考慮すべきでしょうか?
A) テリトリーモデルへのアクセスは、プロファイルまたは権限セットによって制御されます。
B) 一度にアクティブにできる領土モデルは1つだけです。
C) テリトリーのユーザー割り当てが新しいモデルに移行されます。
5. Northern Trail Outfittersは3か月前にEMEA子会社向けにSalesforceを導入し、その利用状況に関する知見を得たいと考えている。
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) AppExchange から Salesforce Adoption Dashboard をインストールします。
B) 役割別のアクティブユーザーのカスタムレポートを作成して購読します。
C) セットアップ監査ログを分析して、1 日あたりのログイン数を特定します。
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: A |
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