Exam Objectives: Consultant

NOTE: I received an email from Salesforce on May 26, 2011 stating:

"we will be phasing out the existing Salesforce.com Certified Consultant credential over the course of the year. In March 2012, the Salesforce.com Certified Consultant credential will expire."

"The new Salesforce.com Certified Sales Cloud Consultant and Salesforce.com Certified Service Cloud Consultant credentials will become the foundation for the Consultant certification track."

The Salesforce.com Certified Consultant exam measures a candidate’s knowledge and skills related to the objectives listed below. A candidate should have hands-on experience administering Salesforce CRM and have demonstrated the application of each of the following features/functions.

General Application Consulting 5%

  • Identify the standard Salesforce CRM applications: Sales Force Automation (SFA), Marketing, Customer Service & Support, Content, Ideas, Mobile, Customer Portal, Partner Networks
  • Describe the unique characteristics of a SaaS/cloud computing deployment

General Application Consulting – Components of Force.com 10%

  • Identify the critical setup components of any application deployment
  • Given a scenario, identify the components and capabilities of setting up and configuring a secure environment
  • Given a scenario, identify usability and adoption considerations
  • Given a scenario, identify data migration, data management, and integration considerations
  • Given a scenario, identify features of the Force.com platform for extending application deployment capabilities

Sales Force Automation – About Business Process and the App 12%

  • Identify and describe the common business challenges faced by a sales organization
  • Describe and define the inherent business processes and terminology in the SFA application
  • Describe the components of the SFA application for each specific business driver
  • Describe the steps in a sales management process

Sales Force Automation – Planning, Analysis, and Solution Design 17%

  • Given the objectives of a project, identify the appropriate customer audience for determining requirements
  • Based on common customer needs and system requirements, identify discovery questions to uncover business requirements
  • Given a scenario, articulate the design considerations for deploying a component of the solution
  • Describe/identify solution design tradeoffs based on common customer scenarios
  • Given a scenario, identify common reporting metrics/report types; select an appropriate design for common customer requirements

Sales Force Automation – Data Migration, Integration, and the AppExchange 5%

  • List and describe common integrations to an SFA application
  • List and describe common data migration considerations when implementing an SFA application
  • List and describe common business processes or requirements in which AppExchange applications would be deployed to complement salesforce.com’s SFA application

Marketing – About Business Process and the App 7%

  • Identify and describe the common business challenges faced by a marketing organization
  • Describe and define the inherent business processes and terminology in the Marketing application
  • Describe the components of salesforce.com’s Marketing solution for a specific business driver
  • Describe the steps in a typical Marketing process

Marketing – Planning, Analysis, and Solution Design 8%

  • Given the objectives of a project, identify the appropriate customer audience for determining requirements
  • Based on common customer needs and system requirements, identify discovery questions to uncover business requirements
  • Given a scenario, articulate the design considerations for deploying a component of the solution
  • Describe/identify solution design tradeoffs based on common customer scenarios
  • Given a scenario, identify common reporting metrics/report types; select an appropriate design for common customer requirements

Marketing – Data Migration, Integration, and the AppExchange 5%

  • List and describe common integrations to a Marketing application
  • List and describe common data migration considerations when implementing a Marketing application
  • List and describe common business processes or requirements in which AppExchange applications would be deployed to complement salesforce.com’s Marketing application

Customer Service & Support – About Business Process and the App 12%

  • Identify and describe the common business challenges faced by a customer service & support organization
  • Describe and define the inherent business processes and terminology in salesforce.com’s Customer Service & Support applications
  • Describe the components of salesforce.com’s Customer Service & Support solution for a specific business driver
  • Describe the steps in a typical case management process
This entry was posted in Training & Certification. Bookmark the permalink.