CRT-251 Salesforce Certified Sales Cloud Consultant (SU24) Questions and Answers

To retain the company history of contractors who change companies often, the consultant should recommend implementing the Contacts to Multiple Accounts feature. This feature allows a contact to be related to multiple accounts without creating duplicate records. This way, CK can track the relationship between a contractor and all the companies they have worked with. The consultant can also create a custom role field on the account contact relationship object to indicate the role of the contractor at each company.

This is the recommended data migration sequence for the objects because it follows the order of dependencies and relationships among them. Accounts should be migrated first because they are the parent object of many other objects. Opportunities should be migrated next because they are related to Accounts and Products. Contacts should be migrated after Accounts because they are also related to them. Products should be migrated before Product Line Items because they are the parent object of them. Product Line Items should be migrated after Opportunities and Products because they are related to both of them. Cases should be migrated after Accounts and Contacts because they are related to them. Leads and Campaigns can be migrated last because they are not dependent on other objects2

EAC a two-way sync for events and contacts means that EAC can synchronize events and contacts between Salesforce and the connected email and calendar applications, such as Gmail or Outlook. This minimizes the need for sales reps to manually create meetings and events that are stored on their calendars, as they will be automatically captured and displayed in Salesforce.

EAC supports emails, events, and contacts means that EAC can capture these types of activities from the connected email and calendar applications and display them in Salesforce. This allows sales reps to view and track their interactions with customers without having to manually log them in Salesforce.

Using custom price books for domestic and international customers is the best way to improve usability for account executives who find the standard price book difficult to use because of different currencies and country-specific product variations. A price book is a list of products and their prices that account executives can use when creating opportunities. A custom price book is a price book that can be created and customized by users based on their needs and preferences. By using custom price books for domestic and international customers, account executives can easily select the appropriate price book for each opportunity based on the customer’s location, currency, and product requirements.

Customer Lifetime Value (CLV) is a key metric that helps organizations understand the long-term value of a customer relationship. It emphasizes the importance of customer retention by measuring the total revenue a business can reasonably expect from a single customer account throughout the business relationship. For Universal Containers, focusing on CLV will help sales managers prioritize customer engagement and retention strategies, highlighting the ongoing value of maintaining strong customer relationships over simply acquiring new customers.

References:

Customer Lifetime Value (CLV) in Salesforce

Metrics for Customer Retention

Activity tracking is a sales metric that can help a sales manager at Cloud Kicks monitor and reinforce its sales strategy. Activity tracking can show how many calls, emails, meetings, and other actions sales associates are taking to engage with their customers and prospects. Activity tracking can also help evaluate the effectiveness and efficiency of the sales associates, and provide insights for coaching and feedback. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 23)

https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_analyze_business_with_reports_and_dashboards/sales_admin_analyze_business_with_reports_and_dashboards_track_activities

A knowledge transfer is essential to ensure that the Cloud Kicks admin is fully equipped to manage the Sales Cloud implementation post-go-live. This process involves detailed discussions, documentation, and training sessions to cover any gaps in understanding and to ensure the admin can handle day-to-day operations and troubleshoot issues. It also fosters independence and confidence in managing the system.

References:

Knowledge Transfer Best Practices

Salesforce Training and Adoption

Sales quotas are the revenue or quantity goals that are assigned to users, teams, or territories for a specific time period. Quotas can be configured manually or imported from a CSV file, and they can be viewed and edited on the Quotas page or on reports. Quota attainment is the percentage of quota achieved by a user, team, or territory for a given period. Quota attainment can be compared with forecast amounts on the forecast page or on reports, to track the sales team’s performance against their goals.

Deal Insights within Pipeline Inspection in Salesforce provides sales reps with a single view to identify and manage stalled opportunities. This feature leverages AI to highlight deals that may require attention based on changes in engagement, activity, and other deal characteristics. It helps sales reps quickly identify which opportunities need follow-up and which are at risk of stalling, providing valuable insights for pipeline management.

References:

Pipeline Inspection and Deal Insights

Deal Insights Overview

Using quotation marks operator around contact’s first and last name is a recommendation that can yield better search results when searching for contacts in global search. Global search is a feature that allows users to search for records or information across multiple objects and fields in Salesforce. Quotation marks operator is an operator that can be used in global search to find an exact phrase or match in a record or field. For example, searching for “John Smith” will return only records or fields that contain John Smith as an exact phrase or match, not John Doe or Adam Smith or John Smithson. By using quotation marks operator around contact’s first and last name, Cloud Kicks users can narrow down their search results and find the contacts they are looking for more easily and quickly.

Einstein Activity Capture is a Salesforce feature that automatically syncs emails and events from Office 365 (or Gmail) to Salesforce. Users do not need to install anything on their computers, as the feature works in the cloud. Users can also choose which emails and events to sync, and relate them to contacts, accounts, opportunities, or other records in Salesforce. Einstein Activity Capture can help users save time and keep track of their customer interactions. Verified References: [Einstein Activity Capture]

A user without access to the Amount field on the Opportunity object will observe that the Amount field is hidden from the contributing factors section. Salesforce ensures that field-level security is respected in Einstein Opportunity Scoring, meaning that users will not see data for fields they do not have access to. The contributing factors section will not display the Amount field for such users, maintaining data security and integrity while still providing relevant insights based on the data they can access.

Account Teams are groups of users who work together on an account and its related records, such as opportunities, contracts, and cases. Account Teams allow users to share different levels of access to accounts and associated records based on their team roles and responsibilities. For example, a sales rep may have full access to an account and its opportunities, while a customer service agent may have read-only access to the account and full access to its cases.

Schedules on the Product object allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity.

This is how the consultant can meet the requirement of excluding a custom field from Einstein Lead Scoring. Einstein Lead Scoring is a feature that uses artificial intelligence to assign scores to leads based on how likely they are to convert into opportunities. The scores are calculated based on a scoring model that analyzes various fields on leads and historical conversion data. Users can customize the scoring model by selecting or omitting fields that they want Einstein to consider or ignore when scoring leads. By omitting the custom field from the scoring model, the consultant can ensure that it does not affect the lead scores. Verified References: [Customize Your Scoring Model]

Implementing Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly is the best option to meet the requirement of updating the ERP system with information from Salesforce when a new Account has its first closed/won opportunity. Platform Events are events that are published and consumed by applications inside or outside of Salesforce using an event-driven architecture. An ESB (Enterprise Service Bus) is a software component that connects different applications and systems using common standards and protocols. By implementing Platform Events to publish opportunity wins to the ESB, Cloud Kicks can trigger an event whenever an opportunity is closed/won for a new Account in Salesforce, and send it to the ESB. The ESB can then call back for account, contact, and opportunity information from Salesforce using APIs (Application Programming Interfaces), and automatically update the ERP system with this information accordingly. This way, Cloud Kicks can ensure data synchronization and accuracy between Salesforce and the ERP system without having to use third-party tools or manual processes.

Dividing the development team into three units/tracks can help each line of business have dedicated resources and avoid conflicts or delays in delivering their solutions. This also allows each unit/track to have more autonomy and flexibility in managing their own projects and releases. Proposing a monthly executive steering committee can help align the business and technology stakeholders on the strategic direction, budget allocation, and development capacity of each line of business. This can also help resolve any issues or disputes that arise among different groups and ensure that the development team is not overloaded or underutilized.

These three reasons could explain the sales rep’s experience of being able to edit some opportunities associated with accounts they own, but not others. If the organization-wide defaults for opportunities are set to Private, then the sales rep can only edit the opportunities that they own or that are explicitly shared with them. If all provisioned Opportunity object permissions enable Read access with all accounts the sales rep owns, then the sales rep can view but not edit any opportunity associated with their accounts, regardless of who owns the opportunity. If some opportunities associated with the sales rep’s account are owned by other users, then the sales rep can only edit those opportunities if they have been shared with them or if they have a higher role in the role hierarchy than the owner.

These are two actions that the consultant should recommend to work around the issue of internet unavailability on the Salesforce mobile app. Enabling the system permission to store offline data in Salesforce allows users to access cached data on their mobile devices when they are offline. Enabling offline create, edit, and delete in Salesforce allows users to perform these actions on their cached data when they are offline, and sync them back to Salesforce when they are online. Verified References: [Work Offline in the Salesforce Mobile App]

Revenue Schedules are a feature that allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Revenue Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity. By using Revenue Schedules, Universal Containers can capture the installment payment plan details for each product, such as the number of installments, the amount per installment, and the frequency of installments. This can help the finance department forecast the revenue and cash flow from each opportunity more accurately.

To resolve the issue of duplicate leads within Sales Cloud, the consultant should recommend confirming that the custom Lead Matching Rule is activated. While the admin has set up a Matching Rule for Leads, it is essential to ensure that the correct custom rule is active and functioning as intended. This will help in identifying and managing duplicates more effectively, reducing complaints from sales reps.

These answers are some of the insights that Einstein Opportunity Insights can provide to help CK improve its sales productivity. Sentiment analysis can detect the tone and mood of emails between reps and prospects, follow-up reminders can prompt reps to take action on stalled opportunities, and key moments can highlight important events or changes in opportunities.

These are three steps that a consultant should complete to prepare for a successful engagement during the Discovery phase of a project. Establishing project goals can help align the expectations and priorities of the stakeholders and the project team, and provide a clear direction for the project. Defining sales processes can help understand the current and desired state of the customer’s business operations, and identify the gaps and opportunities for improvement. Defining success metrics can help measure the impact and value of the project, and evaluate the progress and outcomes of the project. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)

https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation

Showing a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings is an action that would help support the sales teams and foster friendly competition between them. A leaderboard is a visual display that shows the ranking of individuals or groups based on a certain metric or performance indicator. A regional sales dashboard is a tool that shows data from one or more reports related to a specific region or market in a visual way, such as charts, gauges, tables, etc. A prospect meeting is an activity that represents an interaction with a potential customer who has shown interest in a product or service. By showing a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings, the new employee can motivate and incentivize the sales teams to increase their prospecting efforts and activities, which can lead to more sales.

Territory Management is the best solution for assigning sales Opportunities based on ZIP codes. Territory Management is a feature that allows sales organizations to structure their sales territories based on criteria such as geography, industry, product line, etc. A territory is a group of accounts and users that share common characteristics or business needs. By using Territory Management, sales teams can define territories based on ZIP codes and assign accounts and Opportunities to those territories automatically or manually.

Changing the Account organization-wide defaults to Public/Read-Only will allow reps to view any Account but not edit them. Enabling Account Teams will allow owners to grant Read/Write access to specific reps who are responsible for those Accounts. This will ensure that only the relevant reps can edit the Accounts they are assigned to1

Salesforce Maps is a feature that allows users to visualize and optimize their sales territories and activities on interactive maps. Users can also access various data sources to enrich their maps with additional information, such as demographics, weather, traffic, or business data. The Demographic Context data source is one of the data sources that users can add to their maps to display income ranges for regions within their territories, such as zip codes, counties, or states. This can help sales reps determine the best neighborhoods to canvas based on the household income range of their potential customers.

A custom formula field on the Opportunity object will use the currency of the opportunity record, regardless of the currency of the account or user records. This ensures that the formula field is consistent with other opportunity fields that use currency.

Utilizing an application from the AppExchange is the easiest and most secure way to process customer credit card payments within Salesforce. There are many applications that offer this functionality, such as Chargent, Stripe, or PayPal. These applications integrate with Salesforce and allow sales operations team to charge customers directly from their records, without having to write any code or store any sensitive data in Salesforce.

Recommending an integration with the marketing platform that creates leads in Salesforce is the best way to meet the requirement of handing off qualified prospects to the sales team. An integration is a connection between two or more systems that allows data exchange and synchronization. A lead is a record that represents a potential customer who has shown interest in a product or service. By integrating the marketing platform with Salesforce, the marketing team can automatically create leads in Salesforce when they qualify prospects based on their criteria, such as score, behavior, demographics, etc. This way, the sales team can access and follow up with the leads in Salesforce without having to manually enter them.

Activating the products and adding them to the price book are the two steps required to make products available for sales reps to add to Opportunities. A product is a good or service that can be sold in an Opportunity. A product must be active in order to be added to a price book. A price book is a list of products and their prices that sales reps can use when creating Opportunities. A product must be added to a price book before it can be added to an Opportunity.

Selecting the Split View option from the ‘My Opportunities’ list view can help sales reps see all of their current opportunities and their full details with a minimal amount of navigation or clicks. The Split View option displays a collapsible panel on the left side of the screen that shows a list of records, such as opportunities, and a main panel on the right side that shows the details of a selected record. Sales reps can easily switch between different records by clicking on them in the left panel, without leaving or refreshing the page.

Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.

To display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page, the consultant should recommend Salesforce Data Pipelines. Salesforce Data Pipelines allow users to integrate and transform data from various sources within Salesforce, enabling the creation of comprehensive views that include both internal and external data. This feature is ideal for combining different data sets and presenting them in a meaningful way on account records.

Deploying with Change Sets is a way to migrate Account Team configuration to Production. A Change Set is a collection of metadata components that can be moved from one Salesforce org to another, such as custom objects, fields, workflows, or profiles. Account Team configuration is a type of metadata component that defines how users can share access to accounts and related records with other users based on their team roles and responsibilities. Users can create an outbound Change Set in their source org (such as Sandbox), add Account Team configuration components to it, upload it to their target org (such as Production), and deploy it in their target org after validating it.

When implementing Person Accounts and supporting many relationships between customers in Salesforce, the consultant should consider enabling Contacts to Multiple Accounts. This feature allows for the creation of indirect relationships between two or more Person Accounts, which is ideal for tracking household relationships, referrals, and other connections. It provides a flexible way to manage complex relationships without needing to create custom fields or objects.

Building a custom report on Opportunity with custom summary formulas to show win/loss ratio is the best way to meet the requirement of measuring the win ratio for all of the sales associates. A custom report is a report that can be created and customized by users based on their needs and preferences. A custom summary formula is a formula that can be added to a report to calculate values based on the report data, such as sums, averages, percentages, etc. A win/loss ratio is a metric that measures the percentage of closed won Opportunities out of all closed Opportunities. By creating a custom report on Opportunity with a custom summary formula that calculates the win/loss ratio, managers can easily see the performance of their sales associates.

These are two steps that the consultant should take to meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality. Customizable Campaign Influence is a feature that allows users to measure and report on how campaigns influence opportunities throughout the sales cycle. Users can define different influence models, such as first touch, last touch, or custom rules, and assign percentages or amounts of credit to each campaign that influenced an opportunity. Auto-association settings are options that determine how campaigns are automatically associated with opportunities based on criteria such as contact roles, time frames, or record types. By adding criteria to limit the matches to the past 30 days, CK can ensure that only recent campaigns are associated with opportunities. By enabling Customizable Campaign Influence, CK can use reports and dashboards to analyze how many closed won opportunities a campaign has generated based on different influence models. Verified References: [Customizable Campaign Influence]; [Auto-Association Settings for Customizable Campaign Influence]

Approach and Scope are two sections of a SOW that the consultant should discuss further with Cloud Kicks to meet the requirement of clearly stating who will train users on new features and how the training will be delivered. A SOW is a document that defines the project objectives, deliverables, timeline, costs, and responsibilities of both parties involved in a project. The Approach section describes the methodology and strategy that will be used to achieve the project objectives and deliverables. The Scope section defines the specific work items and activities that will be performed as part of the project, as well as any assumptions, exclusions, or dependencies. By discussing these two sections with Cloud Kicks, the consultant can specify who will be responsible for providing user training (e.g., consultant or client), what type of training will be offered (e.g., online or onsite), how many sessions will be conducted (e.g., one or multiple), what topics will be covered (e.g., new features or best practices), etc.

Setting obtainable metrics, goals, and milestones for the deadline is the best way to meet the requirement of tracking accounts, contacts, and opportunities before the global conference in 4 months. Metrics are measures of performance or progress that can be quantified and tracked. Goals are desired outcomes or results that can be achieved by following a plan or strategy. Milestones are significant events or stages that mark the completion of a part of a project or a goal. By setting obtainable metrics, goals, and milestones for the deadline, the consultant can ensure that the Sales Cloud implementation is realistic, manageable, and aligned with the client’s expectations and needs.

To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.

References:

Custom Report Types

Forecasting in Salesforce

When enabling the Set Up Contacts to Multiple Accounts feature, it is essential to designate a default account as the Contact's primary account. This ensures that the primary relationship is clear, while still allowing the Contact to be associated with multiple accounts. Salesforce supports this feature natively, which eliminates the need for creating a custom junction object. By designating a primary account, you ensure data consistency and clarity in reporting and account management.

Advanced Currency Management allows you to specify different conversion rates for different time periods, such as monthly or quarterly, and use them in reports and forecasts. This can help you generate accurate reporting that reflects the currency fluctuations over time. Org-wide reporting can also display deal values in different currencies based on the user’s preference or the corporate currency. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 14)

https://help.salesforce.com/s/articleView?id=sf.admin_currency.htm &type=5

To troubleshoot the issue of not being able to activate all Sales Cloud Einstein features, the consultant should confirm that users have the necessary feature licenses assigned. Without the appropriate licenses, users will not be able to access or activate certain Einstein functionalities. Ensuring that all required licenses are correctly assigned is a crucial step in enabling full functionality.

References:

Sales Cloud Einstein License Management

Assigning Feature Licenses

The Scope section of a Statement of Work (SOW) is where the consultant should detail who will be responsible for training users on new features and how the training will be delivered. The Scope section outlines the specific tasks, deliverables, and responsibilities of both the consulting team and the client. Including detailed information about the training plan, including trainers, training methods, schedules, and any materials to be used, ensures that both parties have a clear understanding of the training expectations and responsibilities.

When emails sync by Einstein Activity Capture, the matching to Sales Cloud records is based on the standard Email field. Einstein Activity Capture automatically associates emails and events with the correct Salesforce records by looking at the email addresses of the recipients. The standard Email field on Contact, Lead, and User objects is used to make these associations, ensuring that activities are accurately reflected in the related records.

Revenue Schedules allow you to recognize revenue from a product over a period of time, rather than at the time of sale. You can create revenue schedules for products that are paid in instalments, and specify the amount and date of each instalment. This can help the finance department forecast the revenue more accurately and easily. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 15)

https://help.salesforce.com/s/articleView?id=sf.forecasts3_revenue_schedule.htm &type=5

When a key business process is found to be missing a step during end-to-end testing, the first step a consultant should take is to collaborate with key stakeholders. This collaboration aims to determine if the missing step is critical enough to require a change in the requirements before proceeding to go-live. Engaging stakeholders ensures that all impacts and dependencies are considered, and a collective decision is made on how to address the issue. According to Salesforce best practices, stakeholder involvement is crucial in the decision-making process for changes that affect project scope and deliverables.

Enabling the Create Audit Fields permission to insert historically accurate records and inserting users, and then migrating email alerts and approval processes into UCs Salesforce org are two steps that should be performed to maintain data integrity when migrating legacy email alerts and approval processes from another company that uses Salesforce. Create Audit Fields permission is a permission that allows users to set audit field values such as Created Date, Created By ID, Last Modified Date, Last Modified By ID when inserting records via API tools such as Data Loader or Workbench. By enabling this permission, Universal Containers can insert historically accurate records from the other company that use the same audit field values as the original records. Inserting users, and then migrating email alerts and approval processes into UCs Salesforce org is a step that ensures that the email alerts and approval processes are associated with the correct users in the destination org. Email alerts are actions that send an email to one or more recipients when a process or workflow is triggered. Approval processes are processes that require one or more users to approve or reject records before they can be finalized or completed. By inserting users, and then migrating email alerts and approval processes into UCs Salesforce org, Universal Containers can ensure that the email alerts and approval processes are configured and executed correctly in the new org.

Enabling parenthetical currency conversion is the best way to allow the sales team to report on Australian deal values in U.S. Dollars (USD). Parenthetical currency conversion is a feature that displays converted currency amounts in parentheses next to the original currency amounts in reports and dashboards. For example, if an opportunity has an amount of 10,000 Australian Dollars (AUD), and the corporate currency is USD, enabling parenthetical currency conversion will show the amount as 10,000 AUD (7,500 USD) based on the exchange rate. By enabling parenthetical currency conversion, the sales team can easily see and compare Australian deal values in USD without having to manually calculate them.

Setting up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile ensures data integrity between the data warehouse and Salesforce. An External ID field is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. By making it Read Only for all profiles except the admin profile, the field value can only be updated by the integration or by the admin, preventing any accidental or intentional changes by other users. The External ID field can also be used to match records during data import or update operations, avoiding duplicate records or incorrect data.

The Split View option in Salesforce allows users to see a list of records on the left side of the screen while viewing the details of a selected record on the right side. This functionality minimizes navigation and clicks, enabling sales reps to efficiently cycle through their current opportunities and view all the details they need. It is designed to enhance productivity by providing quick access to information.

References:

Using Split View

Salesforce List Views and Split View

To provide visibility into how often sales reps are creating opportunities after they are already closed won, the best solution is to configure a report that displays opportunities with a closed date earlier than the created date. This report will highlight any discrepancies where opportunities are being backdated, allowing sales management to monitor and address this issue directly.

References:

Reporting on Opportunity History

Creating Reports to Monitor Sales Activities

Moving the invoice related list to a separate tab on the Lightning page can solve the issue of long rendering time, as it allows the account record to load faster without loading the invoice related list at the same time. The user can then click on the tab to view the invoice related list when needed. This also improves the user experience and the page layout by reducing clutter and scrolling.

Conducting discovery sessions and documenting existing business practices for each company is the recommended approach. This step ensures that the consultant understands the workflows, data usage, and business processes of both companies. It allows for a comprehensive assessment and aids in the creation of a well-informed integration and migration plan. According to Salesforce best practices, understanding the current state through discovery sessions is crucial before any data migration or integration can take place. It helps in identifying potential conflicts, redundancies, and areas for improvement, which can then be addressed in the project plan.

Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.

To test the changes and updates before go-live, the consultant should recommend creating a new Sandbox, populating it with data, and asking volunteers to test it with use cases. A Sandbox is a copy of the production org that can be used for development, testing, and training purposes. A Sandbox allows the consultant to test the changes in a safe and isolated environment without affecting the live data and users. A Sandbox can also be refreshed to get the latest data and metadata from the production org.

Path is a feature that helps users visualize and update key fields for each stage of a process, such as an opportunity sales process. By checking the Key Field Required checkbox, the consultant can make sure that users enter the data that managers expect at each stage before moving to the next stage. This can improve data quality and reporting accuracy.

When addressing performance measurement needs, it is crucial for a consultant to collaborate closely with the customer to understand their specific requirements. Each organization has unique goals, challenges, and metrics that are important to them. By working closely with the customer, the consultant can tailor the performance measurement criteria and system architecture to meet their specific needs, ensuring the implementation is aligned with the customer's business objectives.

References:

Understanding Customer Requirements

Sales Cloud Implementation Best Practices

Unchecking the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object and creating a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group are two options that can meet the requirements of restricting access to Complaint records to only users within the Complaints Specialist public group. Grant Access Using Hierarchies is a setting that determines whether users above a record owner in the role hierarchy can access that record. By unchecking this setting for the Complaints object, the consultant can prevent managers or other users higher in the role hierarchy from viewing or editing Complaint records that they do not own. A criteria-based sharing rule is a rule that grants access to records that meet certain criteria, such as field values, record types, etc. By creating a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group, the consultant can ensure that only users in this group can view and edit any Complaint record, regardless of who owns it.

This is the recommended solution for Cloud Kicks if they want to search and cross-reference records with the original source database after migrating 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. Using a custom External ID field and mapping it to the source record ID value will allow Cloud Kicks to uniquely identify each record and match it with its corresponding record in the source database. A custom External ID field is a custom field that has the External ID attribute enabled, which means that it can be used as a unique identifier for data import or integration purposes.