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A media cloud customer is already running advertising sales management (ASM) on an org and wants to upgrade from an older release. What should a consultant do before migration?
Two Salesforce Developers work for a B2B advertising publishing company. Developers A and B have been working in developer orgs with advertising sales management (ASM) and need to migrate the ASM components to the sandbox org of the company. Developer A migrates the ASM components to the sandbox org. Developer B does the same. After that, Developer A realizes that the components on the sandbox org are different from those of the developer org because they were overwritten by the components of the Developer B. There is no way to go back to recapture them. Which tool should a consultant reccomend to avoid this outcome ?
To prevent the overwriting of components during migrations and ensure consistency across development environments, a consultant should recommend using a Version Control System (B). Version control allows developers to track and manage changes to code, enabling collaboration while preserving the history of modifications. It prevents conflicts like those experienced by Developers A and B by providing mechanisms to merge changes and resolve conflicts systematically. Reference:
https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_intro.htm
https://help.salesforce.com/articleView?id=sf.dx_get_started.htm
A company has purchased the media cloud solution and the IT Manager in charge of the deployment wants to understand the structure of all salesforce objects included in the solution. What should a Consultant provide in order to meet this request?
A sales executive creates a quote. When the quote status is changed to client approved, it should automatically be submittd for approval. The approver needs to be a queue instead of an individual salesforce user. How can this be achieved in the system?
To automatically submit a quote for approval when its status changes to 'Client Approved' and have a queue as the approver, an approval process should be invoked on the Quote object itself. This setup allows for the routing of approvals to a designated queue, enabling a group of users rather than an individual to review and approve the quote. This method is effective for organizations that require collaborative decision-making in the approval process.
Salesforce Approval Process documentation: https://help.salesforce.com/
Salesforce Queue Setup Guide: https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/queues.htm
Which permission set license should a consultant consider using when planning to allow for internal users to leverage management features such as "360 view of the costumer and sales cycle", "visualizations of the key relationship including agencies and contract", and "digital contract lifecycle management?"
When planning to allow for internal users to leverage management features such as '360 view of the customer and sales cycle', 'visualizations of key relationships including agencies and contracts', and 'digital contract lifecycle management', the consultant should consider using the Advertising Sales Management Permission Set License (PSL). This PSL grants access to features and functionalities specific to advertising sales management within Salesforce, enabling users to manage and visualize key information and processes related to ad sales and customer relationships.
Salesforce Permissions Guide: https://help.salesforce.com/
Salesforce Media Cloud resources: https://www.salesforce.com/products/media-cloud/overview/
