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A business analyst (BA) at Northern Trail Outfitters is mapping a workflow process to onboard a new user group to a Service Cloud implementation.
Which level of detail should the BA use for the process map and why?
Historically, Cloud Kicks (CK) has been a B2C company. CK now wants to add a B2B line of business. Sales leadership at CK has asked the business analyst (BA) how this will impact its existing and future Salesforce configuration.
Where should the BA focus the initial impact analysis?
When shifting from a B2C to a B2B model, focusing on Lead Processes is critical for several reasons:
Sales Processes and Lead Management: The transition requires adapting Salesforce configurations to support B2B sales cycles, which typically involve different stages and attributes compared to B2C. Salesforce documentation highlights the importance of customizing lead processes to reflect the sales funnel accurately for business customers.
Alignment with B2B Practices: Salesforce's Sales Cloud features for B2B businesses, such as managing accounts and contacts hierarchies, work seamlessly with lead processes. It's crucial to ensure that the lead qualification, assignment, and conversion processes align with B2B practices.
Person Accounts Relevance: While person accounts might be relevant for B2C setups, the B2B model operates with organizational hierarchies that are better served through traditional account and contact structures. Therefore, the initial focus on lead processes ensures a proper setup for downstream configurations.
By prioritizing lead processes, the business analyst ensures a robust foundation for supporting B2B sales operations in Salesforce.
Universal Containers is focused on an initiative to streamline its channel management processes. Due to the level of complexity, the business analyst (BA) will gather and document the key points in preparation to build a more detailed process map.
Which diagram should the BA use in this case?
The business analyst (BA) at Northern Trail Outfitters is writing user stories for a Service Cloud implementation.
In which order should the BA arrange the three components of a user story?
Cloud Kicks uses declarative change set development to deliver its Salesforce customizations. The business analyst (BA) works with the technical leas on the project to track changes that require manual migration.
Which resources should the BA use to determine which changes must be made manually in each environment?
