Salesforce Certified Sales Cloud Consultant Exam Guide

About the Salesforce Certified Sales Cloud Consultant Exam
Audience Description: Salesforce Certified Sales Cloud Consultant
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Salesforce Certified Sales Cloud Consultant Exam

The Salesforce Certified Sales Cloud Consultant Exam is designed for consultants who have experience implementing Sales Cloud solutions in a customer-facing role. The Salesforce Certified Sales Cloud Consultant is able to successfully design and implement Sales Cloud solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success. Some examples of concepts the successful candidate should understand include:

Designing sales solutions to meet business requirements
Designing applications and integrations that maximize user productivity
Managing data and design analytics to track key Sales Cloud metrics

Audience Description: Salesforce Certified Sales Cloud Consultant

A Salesforce Certified Sales Cloud Consultant designs and deploys solutions that support customer business processes and requirements using Salesforce applications. The consultant has experience designing solutions that optimize Sales Cloud functionality and can lead the implementation of these solutions within a customer organization. The consultant has both industry experience and expertise in Salesforce applications, including the knowledge needed to implement multiple applications in common customer scenarios.

The Salesforce Certified Sales Cloud Consultant has 1+ years of experience using Salesforce, working with sales processes, and developing business solutions. The candidate’s expertise should include:

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
Experience scoping projects
Understand the discovery process, including gathering and documenting requirements

The successful candidate has the knowledge, skills, and abilities outlined below.

Knowledge

Sales processes and roles
Familiarity with the solution and deployment lifecycle
Sales Cloud features and functions, such as Opportunities, Leads, Activities, Campaigns, Forecasting, Territory Management, Reports & Dashboards, Email Integration, Telephony, High Velocity Sales, Einstein Activity Capture, Sales Console, Salesforce Meetings, Quip, and Experience Cloud sites
Best practices for leveraging standard functionality, configuration, and customization of the Salesforce Platform to meet customer requirements
Data migration tools
How and when to leverage AppExchange products in sales processes
Change management, end user training, and rollout strategies
Proficiency with core Salesforce features and functions, such as AppBuilder, Flow, and Process Builder

Skills

Grasp project management principles and methodologies.
Create Statements of Work (SOWs) and scope projects accurately.
Translate business requirements into effective solutions considering productivity, efficiency, and helping sales teams work from anywhere.
Describe the consulting project lifecycle.
Possess solid presentation and communication skills to address all levels of an organization.

Ability to:

Design and implement successful solutions.
Anticipate and mitigate risk.
Meet and manage customer expectations.
Increase customer confidence.
Consistently deliver effective business solutions.
Manage solution delivery and any issues that arise.
Build solutions that are scalable and maintainable.
Set up change management practices to ensure long-term solution success.
Troubleshoot and resolve issues.
Prioritize and escalate customer issues.

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Sales Cloud Consultant Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the Salesforce Certified Sales Cloud Consultant Exam.

Content: 60 multiple-choice questions and up to five unscored questions
Time allotted to complete the exam: 105 minutes
Passing score: English version 73%; Japanese version 69%
Version: Exam questions align to the Summer ’25 Release.
Registration fee: US$200, JPY¥30,000, plus applicable taxes as required per local law
Retake fee: US$100, JPY¥30,000, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: Salesforce Administrator Certification

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

The Salesforce Certified Sales Cloud Consultant Exam measures a candidate’s knowledge and skills related to the following objectives.

Sales Lifecycle: 20%

Given business requirements, metrics, key performance indicators (KPIs), or business challenges, determine the optimal solution in Sales Cloud.
Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations.
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.
Identify ways to transform business outcomes and sales KPIs into reports and dashboards.

Consulting and Implementation Strategies: 25%

Prior to an implementation, assess user experience, the communication plan, training, and change management, and establish metrics that measure success.
During an implementation, outline and apply appropriate deployment considerations.
Post implementation, determine how to respond to low adoption, changing business requirements, and user access, and plan for continuous improvement.
Leverage the project management lifecycle to deliver a successful solution on time and within scope.
Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.

Practical Application of Sales Cloud Expertise: 24%

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.
Given a scenario, determine when it’s appropriate to extend declarative development with custom development, third-party applications, Salesforce products, or productivity tools (email integrations, Slack, Salesforce Mobile).
Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups).
Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.

Data Management: 18%

Explain the use cases and considerations for data migrations and integrations.
Given a scenario, outline the scalability implications of a solution.
Discuss approaches for managing sales data quality in Salesforce.

Predictive and Generative AI: 13%

Understand what generative AI tools are available in Agentforce for Sales.
Understand what predictive AI tools are available in Sales Cloud.
Identify ethical challenges of AI and apply Salesforce’s Trusted AI Principles to sales scenarios.

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

Trailmix: Prepare for your Salesforce Sales Cloud Consultant Certification Trailmix

To continue developing your Salesforce skill set, visit Trailhead Academy to enroll in expert-led courses.

The courses recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Sales Cloud Consultant certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire.

Bookmark these useful resources for maintaining your certifications.