CRT-251 Exam Dumps - Salesforce Certified Sales Cloud Consultant (WI25)

To ensure that steps in the sales process are clear and adhered to by the new inside sales team, the consultant should recommend creating a Path on the Opportunity object. Salesforce Path provides a visual representation of the stages in a business process. It allows administrators to define key fields, guidance for success, and specific steps that need to be completed at each stage. This feature is ideal for providing clear guidelines, support materials, and coaching tips for each step of the sales process, helping sales teams stay on track and adhere to best practices.

Changing the Account organization-wide defaults to Public/Read-Only will allow reps to view any Account but not edit them. Enabling Account Teams will allow owners to grant Read/Write access to specific reps who are responsible for those Accounts. This will ensure that only the relevant reps can edit the Accounts they are assigned to1

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.

To ensure a smooth rollout of an updated sales process, the consultant should start by creating a comprehensive implementation plan. This plan should include driving awareness among the sales team, designing training and coaching programs, updating and documenting workflows, and measuring success. A structured approach helps ensure that the sales team understands the changes, receives proper training, and can adapt to the new process effectively. This method aligns with Salesforce best practices for managing change and ensuring user adoption.

Sales reps and sales operations are two groups that should provide content for the use cases for sales processes. A use case is a description of how users perform tasks or achieve goals using a system or process, such as creating an opportunity or closing a deal. A use case typically includes information such as actors, preconditions, postconditions, main flow, alternative flows, and exceptions. Sales reps are the primary users of sales processes, so they should provide content for the use cases based on their experience and needs. Sales operations are responsible for designing and optimizing sales processes, so they should provide content for the use cases based on their analysis and best practices.

Enabling the Person Accounts feature is irreversible is something that the consultant should consider when evaluating Person Accounts. Person Accounts are a type of account that represent individual consumers rather than business accounts. Enabling Person Accounts is a permanent action that cannot be undone or deactivated once it is done. Therefore, the consultant should carefully evaluate the pros and cons of using Person Accounts and make sure that Cloud Kicks understands the implications and limitations of this feature before enabling it.