Sales-Foundations
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Sales Foundations (Sales-Foundations)
The Salesforce Certified Sales Foundations exam validates an associate‑level professional’s ability to navigate the Salesforce platform, manage leads, accounts, contacts, and sales activities, and boost productivity through best‑practice tools.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
It is designed for sales representatives, business analysts, and junior consultants who have basic exposure to CRM systems and seek to formalize their Salesforce knowledge. Learners aim to demonstrate competency in core sales processes, improve their credibility with employers, and prepare for advanced Salesforce certifications.
What's Covered
1
Domain 1: Salesforce Platform Basics
2
Domain 2: Leads and Opportunities
3
Domain 3: Accounts and Contacts
4
Domain 4: Sales Activities
5
Domain 5: Sales Productivity
6
Domain 6: Sales Process
7
Domain 7: Data Quality
8
Domain 8: Salesforce Ecosystem
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: Salesforce Platform Basics
2 topics
Platform Overview
- Identify Salesforce platform components including clouds editions AppExchange and the multi-tenant architecture for platform understanding
- Configure basic navigation including app launcher home page tabs list views and record pages for efficient Salesforce platform usage
- Configure user interface customization including themes compact layouts and list view filters for personalized workspace experience
- Analyze platform capabilities to determine which Salesforce features address specific sales team needs and business requirements
Data Model
- Identify standard objects including Account Contact Lead Opportunity and their relationships in the Salesforce sales data model
- Configure record creation including required fields record types and page layouts for consistent data entry across the sales team
- Configure related lists including activities open opportunities and contact roles for comprehensive record context and navigation
- Analyze data model relationships to understand how accounts contacts leads and opportunities connect in sales workflow processes
2
Domain 2: Leads and Opportunities
2 topics
Lead Management
- Identify lead concepts including sources statuses queues and the conversion process to Account Contact and Opportunity records
- Configure lead records including status updates activity logging and task creation for organized lead follow-up and management
- Configure lead conversion including account matching contact creation and opportunity generation for qualified lead processing
- Analyze lead data to identify patterns in sources conversion rates and follow-up timing for improving qualification effectiveness
Opportunity Management
- Identify opportunity components including stages amounts close dates products and the relationship to accounts and contacts
- Configure opportunity records including stage updates product addition contact role assignment and activity logging for pipeline
- Configure opportunity views including kanban board list views and path guidance for visual pipeline management and tracking
- Analyze opportunity data to identify pipeline trends stage bottleneck patterns and forecasting accuracy for sales performance
3
Domain 3: Accounts and Contacts
2 topics
Account Management
- Identify account record components including fields related lists activity history and the relationship to contacts and opportunities
- Configure account records including field updates related contact management and activity logging for customer relationship tracking
- Configure account views including list views reports and hierarchy visualization for organized customer portfolio management
- Analyze account data to identify customer patterns segment accounts by characteristics and prioritize engagement strategies
Contact Management
- Identify contact record components including fields activity history and the relationship to accounts opportunities and cases
- Configure contact records including field updates communication logging and relationship tracking for stakeholder management
- Configure contact views including related lists activity timeline and email integration for comprehensive contact engagement tracking
- Analyze contact data to understand buying committee structures stakeholder influence and relationship patterns for deal strategy
4
Domain 4: Sales Activities
2 topics
Activity Tracking
- Identify activity types including tasks events calls and emails with their relationship to records and calendar integration
- Configure task management including creation assignment due dates and status tracking for organized sales follow-up activities
- Configure event management including meeting scheduling calendar integration and attendee tracking for customer engagement planning
- Analyze activity data to identify engagement patterns follow-up consistency and the relationship between activities and deal outcomes
Email and Communication
- Identify email integration features including email logging templates and tracking for Salesforce-connected sales communication
- Configure email integration including send and log email template usage and activity tracking for CRM-connected communication
- Configure communication tracking including call logging email association and activity timeline for comprehensive engagement history
- Analyze communication patterns to identify best practices for email cadence call frequency and multi-channel outreach effectiveness
5
Domain 5: Sales Productivity
2 topics
Reports and Dashboards
- Identify reporting capabilities including standard reports custom reports and dashboards for sales performance visibility and analysis
- Configure standard reports including pipeline reports activity reports and forecast reports for sales management visibility
- Configure dashboards including chart selection filtering and scheduling for visual sales performance monitoring and team management
- Analyze reporting requirements to identify key metrics and dashboard components supporting sales team goals and management needs
Collaboration
- Identify collaboration tools including Chatter feeds groups and file sharing for sales team communication and knowledge sharing
- Configure Chatter including feed posting group participation and record following for team collaboration on deals and accounts
- Configure notes and file management including attachment organization content sharing and version tracking for deal documentation
- Analyze collaboration patterns to identify opportunities for improving team communication and knowledge sharing effectiveness
6
Domain 6: Sales Process
2 topics
Sales Methodology
- Identify common sales methodologies including MEDDIC BANT solution selling and consultative selling with their CRM stage alignment
- Configure sales path including stage guidance key fields and success tips for methodology reinforcement within the Salesforce interface
- Configure validation rules and required fields ensuring sales process compliance including stage-appropriate data capture for quality
- Analyze sales process data to identify stage progression patterns deal velocity trends and methodology compliance across the team
Forecasting Basics
- Identify forecasting concepts including forecast categories pipeline stages and the relationship between opportunity stages and revenue prediction
- Configure forecast views including period selection category rollup and personal versus team forecasting for revenue prediction
- Configure forecast adjustments including manager overrides commitment tracking and best case scenarios for accuracy improvement
- Analyze forecast accuracy to identify prediction patterns and recommend improvements to stage-to-category mapping and methodology
7
Domain 7: Data Quality
2 topics
Data Management
- Identify data quality concepts including completeness accuracy consistency and the impact of clean data on sales reporting and automation
- Configure data entry standards including required fields picklist values and validation rules for consistent sales data quality
- Configure duplicate management including matching rules duplicate rules and merge procedures for maintaining clean CRM data
- Analyze data quality metrics to identify common data issues and recommend governance improvements for reliable sales analytics
Import and Export
- Identify data tools including Data Import Wizard Data Loader and report export for sales data management and bulk operations
- Configure data import using Import Wizard including field mapping duplicate checking and error handling for bulk data loading
- Configure report export including Excel download printable view and scheduled report delivery for data sharing and analysis
- Analyze data management needs to determine appropriate tools and procedures for maintaining current and accurate sales records
8
Domain 8: Salesforce Ecosystem
2 topics
AppExchange and Resources
- Identify Salesforce ecosystem components including AppExchange Trailhead Partner Community and Success Community for learning
- Configure AppExchange app evaluation including reviews ratings and trial installation for extending Salesforce sales functionality
- Configure Trailhead learning paths including module selection badge tracking and skill development for ongoing Salesforce education
- Analyze ecosystem resources to design learning and extension strategies leveraging AppExchange and Trailhead for team development
Editions and Licensing
- Identify Salesforce editions including Essentials Professional Enterprise and Unlimited with their feature sets and limitations
- Configure user account settings including profile assignment permission sets and feature license activation for appropriate access
- Configure sandbox usage including sandbox types refresh cycles and testing procedures for safe configuration changes and learning
- Analyze licensing requirements to recommend appropriate edition and add-on features based on team size and feature needs
Scope
Included Topics
- Salesforce Certified Sales Foundations exam topics.
Not Covered
- Custom Apex/LWC development.
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