The Discovery phase with Cloud Kicks (CK) has just ended.
CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides.
What should the consultant create to provide this high-level view?
The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed to production as soon as possible. The sandbox and production environments are on two different versions of Salesforce. The fix requires functionality in the sandbox version.
Which action should the consultant recommend?
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stages often lack key information that sales managers at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
Cloud Kicks' (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to generate accurate reporting directly in Sales Cloud.
After enabling Advanced Currency Management, what should the consultant do next?
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted.
How can these requirements be met?
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