A consultant has successfully deployed Sales Cloud at Cloud Kicks.
What is the final step in completing an engagement?
Northern Trail Outfitters wants to link contacts with more than one account.
What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
The Sales Cloud implementation at Cloud Kicks (CK) is now live.
End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.
What should the consultant do?
The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads.
What should the consultant recommend to resolve the issue?
Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities. What should the Consultant recommend to the Account Executives?
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