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Cloud Kicks (CK) has recently rolled out Sales Cloud. CK uses an enterprise resource planning (ERP) system as its system of record for customer dat
a. When an account has its first Closed Won
opportunity, the ERP system should be updated immediately from the account and opportunity records.
Which option should the consultant recommend to meet the requirement?
For real-time integration between Salesforce and the ERP system, Platform Events are well-suited as they enable Salesforce to publish an event immediately when an opportunity is marked as Closed Won. The ERP can then subscribe to these events and retrieve the necessary account and opportunity data.
Using Platform Events for Real-Time Updates: Platform Events facilitate an event-driven architecture where Salesforce can notify external systems instantly when specific changes occur, such as a Closed Won opportunity. This ensures that updates are transmitted to the ERP promptly.
Efficient Data Synchronization: With this approach, the ERP system can listen for these events and retrieve only the relevant records, reducing the need for frequent polling or scheduled jobs.
Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co- Branded. The VP of Athleisure controls a large budget and is often
able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups.
This topic comes up frequently and often derails the monthly project management meeting. This limits the amount of time available to cover other critical topics.
Which strategy should the consultant recommend to address these issues?
The recurring issue faced by Cloud Kicks involves a power imbalance and frequent re-prioritization by the VP of Athleisure, which disrupts project management meetings and limits time for other priorities. Establishing a monthly executive steering committee can address these issues effectively.
Here's why this is the best approach:
Balanced Oversight and Governance: An executive steering committee brings together key decision-makers to review priorities, manage budget allocations, and ensure all business lines are fairly represented in development planning. This provides a formal structure to manage competing interests.
Equitable Development Allocation: By involving multiple executives, the steering committee can objectively assess and allocate resources among business lines, helping to prevent one group from overshadowing others. This will help maintain balanced focus and avoid over-prioritizing certain projects.
Strategic Decision-Making: With a recurring monthly meeting, the committee can focus on big-picture decisions, reducing the likelihood of frequent, ad hoc project adjustments that derail meetings and detract from strategic discussions.
Option A (weekly all-hands call) may be too frequent and is not ideal for executive decision-making. Option C (dividing the development team) could lead to resource inefficiencies and reduce flexibility. The steering committee approach is a standard Salesforce-recommended best practice for managing cross-functional priorities and balancing strategic initiatives. For more on governance best practices, refer to Salesforce's guide on Governance Frameworks.
Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. End users have stated that each account record takes a long
time to display.
What should the consultant do to reduce the amount of time it takes to load pages and increase adoption?
With Cloud Kicks having a large number of Account records and a substantial volume of Invoice records linked via a master-detail relationship, page load performance can be affected when a large related list is displayed. Moving the Invoice related list to a separate tab on the Account record page can help alleviate this issue by reducing the initial data load required when viewing the Account record.
Optimizing Page Layouts for Performance: By placing the related list on a separate tab, Salesforce loads the tab's contents only when accessed, rather than at the initial page load. This can significantly improve page performance, especially with large data volumes.
User Experience and Adoption: Communicating this change ensures that users understand where to find the Invoice information while benefiting from faster page load times.
Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to
be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms.
What should the consultant recommend as the first line of defense before republishing the form?
The first line of defense against spam bots in Web-to-Lead forms is enabling reCAPTCHA. Salesforce provides a built-in option for reCAPTCHA verification, which helps prevent automated submissions by requiring users to complete a reCAPTCHA challenge before submitting the form. This is a quick and effective solution for reducing spam without the need for custom coding or third-party solutions.
During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate into the current project.
Which best practice should the consultant use to refocus the meeting and stay on topic?
During requirements gathering workshops, it's common for new ideas to surface. However, to maintain focus and stay on topic, it is essential to remind the team of the project's purpose and scope. This practice ensures that the project remains on track and within scope, reducing the risk of scope creep. Redirecting the conversation back to the agreed-upon project objectives helps the team prioritize the current requirements while acknowledging that new ideas can be explored in future phases.
