Salesforce Certified Agentforce Sales Consultant (Sales-Con-201) Exam Questions

Salesforce Certified Agentforce Sales Consultant Exam Objectives

1. 1

   1.0 Sales Lifecycle (20%)

   • 1.1Given business requirements, metrics, key performance indicators, or business challenges, determine the optimal solution in Agentforce Sales.
   • 1.2Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations.
   • 1.3Identify when to use Agentforce Sales features and related products such as Sales Engagement, Salesforce Inbox, Enterprise Territory Management, Opportunity Forecasting, Agentforce Sales Einstein, and generative/predictive AI.
   • 1.4Identify ways to transform business outcomes and sales KPIs into reports and dashboards.
2. 2

   2.0 Consulting and Implementation Strategies (25%)

   • 2.1Prior to an implementation, assess user experience, communication plan, training, and change management, and establish metrics that measure success.
   • 2.2During an implementation, outline and apply appropriate deployment considerations.
   • 2.3Post-implementation, determine how to respond to low adoption and changing business requirements, user access and plan for continuous improvement.
   • 2.4Leverage the project management lifecycle to deliver a successful solution on time and within scope.
   • 2.5Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.
3. 3

   3.0 Practical Application of Agentforce Sales Expertise (24%)

   • 3.1Given 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.
   • 3.2Given 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).
   • 3.3Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups).
   • 3.4Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
   • 3.5Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.
4. 4

   4.0 Data Management (18%)

   • 4.1Explain the use cases and considerations for data migrations and integrations.
   • 4.2Given a scenario, outline the scalability implications of a solution.
   • 4.3Discuss approaches for managing sales data quality in Salesforce.
5. 5

   5.0 Predictive and Generative AI (13%)

   • 5.1Understand what generative AI tools are available in Agentforce Sales.
   • 5.2Understand what predictive AI tools are available in Agentforce Sales.
   • 5.3Identify ethical challenges of AI and apply Salesforce’s Trusted AI Principles to sales scenarios.