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Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of
them.
What should the consultant recommend to fill in the missing franchises?
A data enrichment package from AppExchange can help identify and fill in missing data, such as unlisted franchises, by integrating external data sources to supplement Salesforce records. These packages typically use third-party data services to provide additional account information, ensuring that sales reps have a more complete view of account hierarchies.
This approach aligns with Salesforce's recommendations for managing account data and enhancing the quality of CRM records, as data enrichment tools can automatically update and add missing entries.
Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each
account on the Salesforce account detail page.
Which option should a consultant recommend to meet this requirement?
Salesforce Data Pipelines can aggregate, transform, and load data from various internal and external sources into Salesforce. To display lifetime spend data on the Account detail page, Data Pipelines can be used to gather and visualize this data directly within the Salesforce interface. This option is particularly effective for integrating diverse data sources and presenting comprehensive insights on each Account.
Cloud Kicks (CK) has hired a consultant to help enhance its current Salesforce implementation.
What should the consultant do first to help CK meet its business requirements?
The first step in assisting Cloud Kicks with enhancing its Salesforce implementation is to conduct discovery sessions. This initial phase is crucial for gathering requirements, understanding business processes, and identifying the specific needs and challenges of the organization.
Importance of Discovery: Discovery sessions provide insights into CK's existing setup, key pain points, and desired improvements, forming the foundation for solution design and implementation.
Building a Requirements-Driven Solution: By thoroughly understanding CK's needs through discovery, the consultant can tailor the solution to meet business requirements effectively.
Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK's Sales Cloud instance.
Which aspect should the consultant consider first before proceeding with the data migration?
Before beginning any data migration, it is crucial to assess the volume of data to be transferred, including customer, partner, and prospect information. This assessment helps determine the complexity and resources required for the migration process, as well as any potential impacts on system performance and storage limits. Additionally, understanding the data volume ensures that adequate preparations, such as data cleansing and mapping, can be completed prior to migration, which is key to a smooth and efficient transition.
For more on data migration considerations, refer to: Salesforce Data Migration Planning.
Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.
What should a consultant recommend to build this report?
To identify accounts with open opportunities that are missing contacts, using a cross filter in Salesforce reports is the most effective approach. Cross filters allow for filtering records based on related objects, such as showing Accounts with open Opportunities that lack associated Contacts. This method provides a clear and actionable report that highlights data gaps directly relevant to Universal Containers' analysis needs, enabling them to address these gaps more efficiently
