Salesforce Sales Cloud Consultant study plan

Diagram the end-to-end sales process from lead capture to closed-won and label the entry and exit criteria for every stage.

Configure lead-to-account/contact/opportunity conversion in a developer org and record which standard fields map where and where they are dropped.

Build a six-stage opportunity sales process with probability values and justify the use of two separate opportunity record types for one company.

Rank the opportunity influence levers (products, price books, schedules, splits, team selling) and attach one business scenario to each.

Answer 15 self-written practice questions on lead routing, conversion, and opportunity splits and score at least 12 out of 15.

Model a three-tier account hierarchy (parent, two subsidiaries, five child accounts) and specify the sharing mechanism needed at each level.

Create account and contact record types with persona-specific page layouts and write down every field you removed from each layout with the reason.

Translate three raw customer requirement statements into a standard feature, a configuration, or a custom build, and state the trade-off for each.

Decide between person accounts and business accounts for two sample customers and defend each recommendation in three sentences.

Interview one real sales rep or admin about how they organize accounts and log two design gaps the conversation revealed.

Design an object model for a distribution scenario including external IDs and document which three objects need duplicate rules.

Configure one matching rule and one duplicate rule on a single object and write the observed behavior for create and edit events.

Write an import plan covering load order across three related objects, external ID strategy, and field-by-field mapping.

List five industry-specific constraints (for example manufacturing channel sales or financial services compliance) and state the design decision each one changes.

Draft a data quality checklist of eight checks to run before any migration goes live.

Diagram an integration between Salesforce and two external systems, labeling direction, API type, trigger, and volume for each flow.

Compare the main integration patterns (request-reply, fire-and-forget, batch, and publish-subscribe) and select one for each of three scenarios with a stated reason.

Separate authentication from authorization and document where single sign-on, connected apps, and multi-factor authentication sit in the design.

Classify five automation requirements as declarative, Flow, or Apex and record the deciding factor for each.

Explain when an integration should be real-time versus scheduled and give two concrete business triggers for each.

Build four reports (summary, matrix, joined, and historical trending) in a developer org and record the field type each report type requires.

Design a sales manager dashboard with no more than six components and justify every metric against a decision the manager actually makes.

Convert five ad-hoc business questions into written report specifications covering object, filters, grouping, and date range.

Identify the reporting constraints around row limits, filter scope, and bucketing, then document three valid workarounds.

Validate two report formulas against manually computed expected values and log the results.

Design an adoption plan with four KPIs, each tied to a numeric target and a review cadence.

Enable one productivity feature (Kanban view, list view, email template, or activity capture) and write the expected behavior change it should produce.

Write a UAT plan with explicit entry and exit criteria and a named approver role for each phase.

Sequence a phased rollout from pilot to full deployment with three go/no-go gates and the evidence required at each gate.

Draft a governance model naming who owns change requests, releases, and data quality after go-live.

Take two timed 30-question practice sections and tag every missed question to a domain and a root cause (knowledge gap, misread, or guess).

Rewrite the ten most-missed facts in your own words with a one-line example for each.

Re-teach the two weakest domains to an imaginary colleague in under ten minutes each and note where you stall.

Build a personal gap list capped at eight items, each with a remediation action and a date.

Re-run the same missed questions after remediation and confirm the improvement.

Complete two full-length timed simulations of 60 questions each and score at least 80 percent on both.

Review every missed item from both simulations and close each gap with a written note or a hands-on check in the org.

Condense the whole plan into a one-page reference sheet organized by domain with only the facts you missed at least once.

Rehearse the five highest-risk design trade-offs aloud (standard versus custom, real-time versus batch, person versus business account, duplicate rules, automation layer) in under two minutes each.