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Question 229 - Certified Sales Cloud Consultant discussion

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Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.

Which action should the consultant recommend?

A.
Hold a kickoff meeting with the CK stakeholders.
Answers
A.
Hold a kickoff meeting with the CK stakeholders.
B.
Conduct discovery sessions and document existing business practices for each company.
Answers
B.
Conduct discovery sessions and document existing business practices for each company.
C.
Export the data from the competitor's system and merge it into Ck's org.
Answers
C.
Export the data from the competitor's system and merge it into Ck's org.
Suggested answer: B

Explanation:

Conducting discovery sessions and documenting existing business practices for each company is the recommended approach. This step ensures that the consultant understands the workflows, data usage, and business processes of both companies. It allows for a comprehensive assessment and aids in the creation of a well-informed integration and migration plan. According to Salesforce best practices, understanding the current state through discovery sessions is crucial before any data migration or integration can take place. It helps in identifying potential conflicts, redundancies, and areas for improvement, which can then be addressed in the project plan.

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asked 23/09/2024
Peter Shillingford
34 questions
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