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Last Updated: Oct 06, 2026

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Reference: https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide

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  • Cloud Sales Techniques
  • Cloud Solution Design
  • Data Managements
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  • Develop Opportunity

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SALESFORCE CRT-251 Exam Reference, SALESFORCE Documents

Salesforce CRT-251 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Territory Management8%- Enterprise Territory Management
  • 1. Territory hierarchy and assignment
  • 2. Enable and configure features
- Design territory structures
  • 1. Define rules and assignment logic
  • 2. Align with sales organization
Topic 2: Opportunity Management15%- Configure sales processes and stages
  • 1. Sales methodologies and best practices
  • 2. Define sales stages and paths
- Forecasting and pipeline management
  • 1. Pipeline reporting and analysis
  • 2. Forecasting categories and adjustments
- Products, price books, and quotes
  • 1. Quote generation and integration
  • 2. Price book setup and management
Topic 3: Sales Cloud Analytics and Einstein12%- Reports and dashboards
  • 1. Dashboard components and sharing
  • 2. Design meaningful reports
- Einstein AI capabilities
  • 1. Predictive analytics and recommendations
  • 2. Opportunity scoring and insights
Topic 4: Campaign Management5%- Campaign integration with sales processes
  • 1. Lead and opportunity association
  • 2. Marketing to sales handoff
- Campaign design and execution
  • 1. Influence and ROI tracking
  • 2. Campaign types and hierarchy
Topic 5: Productivity and Integration8%- Sales productivity tools
  • 1. Sales Engagement and Inbox
  • 2. Automation with Flow and Process Builder
- Integration considerations
  • 1. External systems and data flow
  • 2. API usage and limits
Topic 6: Sales Cloud Solution Design21%- Design for data model and security
  • 1. Data relationships and architecture
  • 2. Sharing rules and access control
- Design solutions to meet business requirements
  • 1. Considerations for user adoption and experience
  • 2. Evaluate scalability and maintainability
  • 3. Align features with sales processes
Topic 7: Lead Management7%- Lead lifecycle and conversion
  • 1. Conversion rules and mapping
  • 2. Lead assignment and routing
- Lead qualification and scoring
  • 1. Define qualification criteria
  • 2. Automated scoring models
Topic 8: Implementation Strategies13%- Project planning and deployment
  • 1. Change management and training
  • 2. Requirements gathering and analysis
- Configuration vs customization
  • 1. Identify when code is required
  • 2. Leverage declarative tools
- Post-implementation support
  • 1. Monitoring and optimization
  • 2. Troubleshooting common issues
Topic 9: Account and Contact Management11%- Data management and deduplication
  • 1. Duplicate rules and matching
  • 2. Import/export and data quality
- Relationship management
  • 1. Account teams and contact roles
  • 2. Hierarchies and relationships
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