Salesforce Certified Sales Cloud Consultant Practice Test - Questions Answers, Page 24

When enabling the Set Up Contacts to Multiple Accounts feature, it is essential to designate a default account as the Contact's primary account. This ensures that the primary relationship is clear, while still allowing the Contact to be associated with multiple accounts. Salesforce supports this feature natively, which eliminates the need for creating a custom junction object. By designating a primary account, you ensure data consistency and clarity in reporting and account management.

When project teams inform about events such as attending a conference, it impacts the project timeline. The best practice in such scenarios is to update the project plan to reflect any changes due to the team's unavailability. This ensures that all stakeholders are aware of the adjustments, and the project can proceed smoothly without unexpected delays. According to Salesforce's project management best practices, keeping an updated project plan and clear communication with stakeholders is crucial for maintaining project alignment and ensuring transparency throughout the project lifecycle.

Implementing a lead scoring strategy is the most effective way to help sales reps focus on leads most likely to result in a sale. Lead scoring involves assigning values to leads based on criteria such as demographic information, behavior, and engagement levels. This helps sales teams prioritize their efforts on high-quality leads, improving conversion rates and sales efficiency. According to Salesforce documentation, lead scoring can significantly enhance sales productivity by ensuring that the most promising leads are followed up on promptly.

When a key business process is found to be missing a step during end-to-end testing, the first step a consultant should take is to collaborate with key stakeholders. This collaboration aims to determine if the missing step is critical enough to require a change in the requirements before proceeding to go-live. Engaging stakeholders ensures that all impacts and dependencies are considered, and a collective decision is made on how to address the issue. According to Salesforce best practices, stakeholder involvement is crucial in the decision-making process for changes that affect project scope and deliverables.

To ensure data quality when migrating prospects from a marketing application to lead records in Salesforce, it is best to migrate only qualified prospects. Qualified prospects are those that have met certain criteria indicating they have a higher likelihood of becoming customers. This approach reduces the volume of data that needs to be managed and focuses the sales team's efforts on leads with the highest potential. Salesforce's best practices for data migration emphasize the importance of migrating clean, relevant, and high-quality data to maintain system efficiency and effectiveness.

To assure UC's management that Sales Cloud is being successfully adopted on mobile devices, the consultant should report on the opportunity records created on a mobile device. This metric directly demonstrates that sales reps are actively using mobile devices to perform their core activities, such as creating and managing opportunities. By providing tangible evidence of mobile usage, the consultant can validate the adoption and effectiveness of the mobile solution. Salesforce provides various reporting tools to track and analyze mobile device usage and user activity.

The Scope section of a Statement of Work (SOW) is where the consultant should detail who will be responsible for training users on new features and how the training will be delivered. The Scope section outlines the specific tasks, deliverables, and responsibilities of both the consulting team and the client. Including detailed information about the training plan, including trainers, training methods, schedules, and any materials to be used, ensures that both parties have a clear understanding of the training expectations and responsibilities.

To display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page, the consultant should recommend Salesforce Data Pipelines. Salesforce Data Pipelines allow users to integrate and transform data from various sources within Salesforce, enabling the creation of comprehensive views that include both internal and external data. This feature is ideal for combining different data sets and presenting them in a meaningful way on account records.

To enable the sales team to create and edit leads, contacts, and opportunities with ease using the Salesforce mobile app, the consultant should recommend the use of Lightning Mobile Components. Lightning Mobile Components provide a customizable and flexible interface that enhances the mobile user experience, allowing sales reps to perform essential tasks quickly and efficiently. These components are designed to be mobile-friendly and support the creation and editing of various records directly from the mobile app.