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Universal Containers has a large amount of data that currently lives in a system outside of Sales Cloud. Users need to see a subset of this data.
Which consideration should the consultant take into account?
Salesforce Connect is designed to provide real-time access to data stored outside of Salesforce, allowing users to view and interact with external data as if it were native within Salesforce. This is ideal for Universal Containers since they only need access to a subset of the external data rather than migrating it entirely into Sales Cloud.
Real-Time Data Access: Salesforce Connect provides users with access to up-to-date information from external systems, which is especially useful for large datasets that don't need full integration.
Efficiency in Data Management: This approach avoids data duplication and maintains external system performance by only referencing the necessary records.
Universal Containers has hired a new employee for the global sales leadership team. The employee is interested in fostering friendly competition between account executives, with an emphasis on reinforcing activities that drive sales.
Which action should help support the sales teams?
To foster friendly competition among account executives while reinforcing activities that drive sales, it's effective to use a leaderboard that focuses on activities directly related to sales outcomes, such as the number of opportunities created. This approach encourages account executives to generate more sales opportunities, aligning with the goal of driving sales activities. By using a leaderboard, sales leaders can easily track and motivate performance across regions, while reinforcing positive behaviors that contribute to sales success.
For more on building leaderboards and dashboards, see: Salesforce Dashboard Best Practices.
When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?
When addressing challenges, prioritizing standard Salesforce features is the recommended approach to keep costs manageable and ensure project success. Here's why:
Cost Efficiency: Standard Salesforce features are included in the platform's licensing, minimizing the need for additional spending on custom development or third-party solutions, which can increase project costs.
Declarative Development: Salesforce offers robust declarative tools (clicks, not code) that can address a wide range of business requirements. This approach also typically reduces implementation time and maintenance complexity.
Salesforce Best Practices: Salesforce encourages leveraging out-of-the-box features where possible to maximize the value of the platform and ensure maintainable solutions that are easier to support.
In summary, prioritizing standard Salesforce features (Option A) helps Cloud Kicks address project challenges effectively while managing costs.
Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive.
The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts.
What is the most efficient solution that the consultant should implement to meet the requirement?
The most efficient way to track a single contact across multiple accounts, such as an executive associated with both a business and a nonprofit, is by enabling the Contact to Multiple Accounts feature. This functionality allows a contact to have a primary relationship with one account while also maintaining indirect relationships with other accounts. For example, the contact could be directly related to their primary business account while also being connected to a nonprofit account as an indirect relationship. This avoids the need for duplicate records and ensures that interactions across all related accounts are tracked within a single contact record
Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes.
Which solution should the consultant recommend?
To integrate Salesforce with an external ERP application for sending opportunity data when it closes, an Outbound Message triggered by a flow is an efficient solution. This approach allows Salesforce to automatically send data to the ERP system when certain criteria are met, such as when an Opportunity reaches a 'Closed-Won' stage. Using an Outbound Message provides a secure and real-time way to push data out of Salesforce to external systems, minimizing the need for manual data entry and reducing latency. Salesforce Connect is useful for real-time integration with external databases for read/write operations but is more suited for ongoing data synchronization rather than event-driven updates
