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Question 231 - Certified Data Architect discussion

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Northern Trail Outfitters (NTO) has recently implemented Salesforce to track opportunities across all their regions. NTO sales teams across all regions have historically managed their sales process in Microsoft Excel. NTO sales teams are complaining that their data from the Excel files were not migrated as part of the implementation and NTO is now facing low Salesforce adoption.

What should a data architect recommend to increase Salesforce adoption?

A.
Use the Excel connector to Salesforce to sync data from individual Excel files.
Answers
A.
Use the Excel connector to Salesforce to sync data from individual Excel files.
B.
Define a standard mapping and train sales users to import opportunity data.
Answers
B.
Define a standard mapping and train sales users to import opportunity data.
C.
Load data in external database and provide access to database to sales users.
Answers
C.
Load data in external database and provide access to database to sales users.
D.
Create a chatter group and upload all Excel files to the group.
Answers
D.
Create a chatter group and upload all Excel files to the group.
Suggested answer: B

Explanation:

According to Trailhead2, one of the best practices to increase Salesforce adoption is to migrate existing data from legacy systems or spreadsheets into Salesforce, so that users can access all their data in one place and leverage the features and functionality of Salesforce. Option B is the correct answer because it suggests defining a standard mapping and training sales users to import opportunity data from Excel files into Salesforce, which can help them transition from their old process and increase their confidence and satisfaction with Salesforce. Option A is incorrect because using the Excel connector to Salesforce does not migrate the data into Salesforce, but only syncs it between Excel and Salesforce, which can cause data inconsistency and duplication issues. Option C is incorrect because loading data in an external database and providing access to it does not increase Salesforce adoption, but rather creates another system for users to manage and switch between. Option D is incorrect because creating a chatter group and uploading all Excel files to it does not migrate the data into Salesforce, but only stores it as attachments, which cannot be used for reporting or analysis purposes.

asked 23/09/2024
Steven Henkel
39 questions
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