← ClaudeAtlas

salesforce-sales-cloud-consultantlisted

Designing and configuring Salesforce Sales Cloud — leads and lead conversion, opportunities and pipeline stages, forecasting, territory management, price books and products, campaigns, and sales-productivity/AI features. Use when scoping or implementing Sales Cloud, picking automation tools, modeling the sales data layer, designing the sharing model, planning migrations/dedupe, or building sales reports and dashboards. Not Service Cloud (see salesforce-service-cloud-consultant), external portals (see salesforce-experience-cloud-consultant), or general org admin (see salesforce-administrator). Scoped and benchmarked by the Sales Cloud Consultant (Sales-Con-201) blueprint.
toddkasper/expert-skills · ★ 0 · AI & Automation · score 75
Install: claude install-skill toddkasper/expert-skills
# Sales Cloud Consultant — Skills Reference > This file is an **operational playbook**, not an exam outline. Every section > states the rule as an actionable instruction, gives the real limits/numbers, > tells you *when* to choose one tool over another, and flags the anti-patterns > to catch in review. Read the **Operational Rules Quick Reference** first. ## Overview The **Salesforce Certified Sales Cloud Consultant** credential validates the ability to translate business requirements into scalable, maintainable Sales Cloud configurations across the full sales lifecycle (lead → opportunity → order → analytics). The lasting value is the platform-design judgment it exercises: sharing models, declarative-vs-code decisions, data migration, governor limits, and deployment discipline — applicable to any Salesforce org. **Exam code:** Sales-Con-201 **Credential level:** Consultant (intermediate) **Maintenance:** Pass a short release-maintenance module each Salesforce release cycle; the credential expires if not maintained. The exam outline was restructured in June 2024, collapsing nine topic areas into five consolidated domains. The skills tested are identical; only the labels/groupings changed. The blueprint was subsequently updated to add a **Predictive and Generative AI domain** (~13% `[volatile — verify live]`); exact current domain weights are in [references/study-resources.md](references/study-resources.md). > **Load this skill when…** scoping or implementing Sales Cloud