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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Partner Relationship Management | 10% | - Define partner programs and permissions - Set up partner profiles and access - Configure partner leads and opportunities |
| Topic 2: Customer Management | 15% | - Configure customer data access and security - Manage customer hierarchies and relationships - Set up and configure customer profiles |
| Topic 3: Sales Analytics and Reporting | 10% | - Set up custom subject areas and metrics - Manage report sharing and security - Configure standard reports and dashboards |
| Topic 4: Forecasting and Territory Management | 15% | - Configure territories, assignment rules, and visibility - Define forecast periods and categories - Set up forecast hierarchies and submission rules |
| Topic 5: Lead Management | 15% | - Configure lead scoring and routing rules - Set up lead conversion processes - Define lead lifecycle and statuses |
| Topic 6: Opportunity Management | 20% | - Configure opportunity fields and layouts - Configure products, revenue lines, and schedules - Manage opportunity teams and access - Set up sales stages and win/loss reasons |
| Topic 7: Configuration, Customization, and Data Migration | 15% | - Customize application pages, fields, and objects - Set up security roles, privileges, and data access - Configure workflows and business rules - Perform data import/export and migration |
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