What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers
A company is changing its case management system to Salesforce. All active accounts, contacts, and closed cases for the past 5 years must be migrated to Salesforce for go-live.
Which approach should be used for the data migration?
Universal Containers (UC) does business with a Contact associated with a specific Account with the Contact Role of executive. The Contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to the Contact on both Accounts.
What should the consultant recommend?
Cloud Kicks is considering using person Accounts to manage customers, while using business Accounts to manage companies.
What should the Consultant advise?
Universal Containers agents often need to access the same cases, contacts, and orders multiple times per day.
What should a consultant recommend to meet this requirement?
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