During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to
implement.
How should the consultant proceed?
When a new requirement arises outside the original scope of the project, the best practice is to initiate a change request. This formal process evaluates the new requirement's impact on the project's scope, timeline, and budget. Creating a change request allows all stakeholders to review and agree on the scope expansion before implementation, ensuring transparency and proper resource allocation for the added items.
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.
After creating a brand new sneaker Product object record for Cloud Kicks, the admin is unable to add this product to Price Books.
How should the consultant resolve the issue?
In Salesforce, a product must have an active standard price defined before it can be added to any price book. Without this, the product will not be available for selection within price books, which explains why the admin at Cloud Kicks is unable to add the new product.
Activating Product for Price Books: By setting a standard active price, the product becomes eligible for inclusion in price books, allowing it to be sold and associated with opportunities.
Ensuring Products are Ready for Sales: The standard active price acts as a baseline, ensuring that all products have a minimum price defined before they can be added to custom price books.
Cloud Kicks (CK) has been losing market share to competitors over the past year. CK management is planning next year's budget and has allocated more money for in-person meetings with its existing partners because CK thinks it will reduce churn.
Which option should a consultant recommend that CK use to track the spending increase for onsite visits?
To effectively track spending on onsite visits, creating a report on the activity type that corresponds to an onsite visit is the most suitable approach. Here's why:
Activity Type Reporting: By tracking specific activity types, such as onsite visits, Cloud Kicks can directly correlate these activities with expenditure on in-person meetings. Salesforce allows for detailed activity tracking, where you can create custom activity types to classify and report on various interaction types.
Detailed Insights: This type of report will give management a clear view of how frequently onsite visits occur and how they correlate with customer engagement and churn reduction. It can also help analyze the ROI on these activities by comparing pre- and post-onsite visit engagement levels.
Salesforce Best Practices: Salesforce recommends tracking and categorizing activities for more accurate reporting on customer interactions, which aids in strategic decision-making and spending allocation.
In summary, reporting on the activity type that corresponds to an onsite visit (Option B) is the recommended way for Cloud Kicks to monitor spending and the impact of onsite meetings on customer retention.
Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some
best practices for creating, processing, and maintaining data.
Which functional area can be improved by using third-party data enrichment tools?
To address data quality concerns, third-party data enrichment tools are particularly effective for improving the functional area of monitoring changes and updates. These tools can continuously validate, update, and enhance data, which is essential for maintaining data quality over time. Here's how they fit into Cloud Kicks' data management plan:
Data Enrichment: Third-party tools can enhance Salesforce data by verifying and appending missing information, identifying inaccuracies, and ensuring data is up-to-date. This is especially useful for maintaining contact and account records in dynamic environments where data changes frequently.
Monitoring and Automation: Many data enrichment tools provide features that automatically monitor data changes and updates. They can flag inconsistencies, correct outdated information, and maintain a high level of data accuracy and completeness, addressing one of the critical areas of data quality degradation.
Salesforce Best Practices: Salesforce recommends using data enrichment tools as part of a comprehensive data management strategy. These tools help monitor and enhance data quality by integrating external sources, which ensures Salesforce data remains current and reliable.
In summary, third-party data enrichment tools are ideal for monitoring changes and updates (Option A) in Salesforce, helping Cloud Kicks maintain accurate and high-quality data throughout the Sales Cloud implementation.
