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SALES-CON-201 Exam Topics and Domains
SALES-CON-201 is organized into 5 weighted domains. Expect to work with Data Import Wizard, Data Loader, Einstein Activity Capture, In-app guidance, and more.
Consulting and Implementation Strategies
Pre-Implementation Planning
Prior to an implementation, assess user experience, the communication plan, training, and change management, and establish metrics that measure success.
During Implementation: Deployment Considerations
During an implementation, outline and apply appropriate deployment considerations.
Post-Implementation: Adoption and Continuous Improvement
Post implementation, determine how to respond to low adoption, changing business requirements, and user access, and plan for continuous improvement.
Project Management Lifecycle
Leverage the project management lifecycle to deliver a successful solution on time and within scope.
Discovery and Requirements Analysis
Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.
Practical Application of Sales Cloud Expertise
End-to-End Sales Process Design
Given a set of requirements, construct an end-to-end sales process within Salesforce that supports the business from Lead to Opportunity to Quote to Close.
Declarative vs Custom Development Decisions
Given a scenario, determine when it is appropriate to extend declarative development with custom development, third-party applications, Salesforce products, or productivity tools (email integrations, Slack, Salesforce Mobile).
Security Model Design
Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups).
Products, Pricing, and Quoting
Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
Campaigns, Leads, and Opportunities Scenarios
Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.
Sales Lifecycle
Business Requirements to Sales Cloud Solutions
Given business requirements, metrics, key performance indicators (KPIs), or business challenges, determine the optimal solution in Sales Cloud.
Sales and Marketing Process Implementation
Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations.
Sales Cloud Features and Related Products
Identify when to use Sales Cloud features and related products such as Sales Engagement, Salesforce Inbox, Enterprise Territory Management, Opportunity Forecasting, Sales Cloud Einstein, and generative/predictive AI.
Reports and Dashboards for Sales KPIs
Identify ways to transform business outcomes and sales KPIs into reports and dashboards.
Data Management
Data Migration and Integration
Explain the use cases and considerations for data migrations and integrations.
Scalability Implications
Given a scenario, outline the scalability implications of a solution.
Sales Data Quality Management
Discuss approaches for managing sales data quality in Salesforce.
Predictive and Generative AI
Generative AI Tools in Agentforce for Sales
Understand what generative AI tools are available in Agentforce for Sales.
Predictive AI Tools in Sales Cloud
Understand what predictive AI tools are available in Sales Cloud.
AI Ethics and Trusted AI Principles
Identify ethical challenges of AI and apply Salesforce's Trusted AI Principles to sales scenarios.
How do I earn this certification?
Passing SALES-CON-201 earns the Salesforce Certified Sales Cloud Consultant certification. It sits in the Consultant track.
- AI-201 - Salesforce Certified Agentforce SpecialistDeepens AI skills tested in the Predictive and Generative AI domain
- Plat-Admn-301 - Salesforce Certified Platform Administrator II (Advanced Admin)Advances platform administration skills beyond consultant level
- Data-Architect - Salesforce Certified Data ArchitectSpecializes in data management and architecture skills relevant to Data Management domain
- App-Builder - Salesforce Certified Platform App BuilderDeepens declarative development skills for building custom applications
- Svc-Con-201 - Salesforce Certified Service Cloud ConsultantComplementary consultant certification for a full CRM consulting skill set
- BA-101 - Salesforce Certified Business AnalystFocuses on requirements gathering and business analysis skills tested in discovery and implementation topics
- Data-Cloud-Con - Salesforce Certified Data Cloud ConsultantExtends data management expertise with Salesforce Data Cloud capabilities
- MCAE-Con - Salesforce Certified Marketing Cloud Account Engagement Consultant Extends marketing alignment skills with Account Engagement (Pardot) for lead-to-revenue alignment
Practice with Precision
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How to study for this exam?
The most effective way to prepare for SALES-CON-201 is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
- ACTIVE
- Last content update: 2024-06
- Agentforce for Sales General Availability New domain added to exam (Predictive and Generative AI at 13.3%). Covers Agentforce SDR, Sales Coach, Sales Emails, Call Explorer, Call Summaries. • Release date: 2024-10-01
- Sales Engagement (formerly High Velocity Sales) Current Core Sales Cloud feature covered in Sales Lifecycle domain. Includes sales cadences, work queues, and automated actions. • Release date: Ongoing
- Enterprise Territory Management (Sales Territories) Current Covered in Sales Lifecycle domain. Territory models, hierarchies, and assignment rules are tested. • Release date: Ongoing
- Einstein Activity Capture Current Covered in both Sales Lifecycle and Predictive AI domains. Automatically logs emails and meetings. • Release date: Ongoing
Who should take this exam?
- 1+ years of experience using Salesforce
- Experience with sales processes and developing business solutions
- Solid understanding of consulting process
- Experience with the full project lifecycle of Sales Cloud implementations
- Strong analytical and problem-solving skills
- Deep knowledge of Sales Cloud features and functions
- Solid understanding of data management and database concepts
Related practice tests
- ADM-201Salesforce Certified Platform Administrator
- PLAT-101Salesforce Certified Platform Foundations
- ADM-211Administration Essentials for Experienced Admin
- AP-202B2B Commerce for Developers Accredited Professional
- Comm-Dev-101B2C Commerce Cloud Developer