Salesforce Cloud Consultant Sales-Cloud-Consultant Passing Score

To meet Cloud Kicks’ need for reports and dashboards showing Opportunity Forecast by Product Family alongside team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the most effective solution. This approach allows the sales managers to report on forecasts segmented by product family while also incorporating team quotas, providing a comprehensive view of performance against targets. Custom report types can pull data from multiple objects, enabling the creation of detailed and tailored reports that can feed into dashboards for easy tracking and visualization.

For more information on creating custom report types, refer to Salesforce documentation: Custom Report Types Guide.

To drive adoption effectively, identifying change management champions is essential. Here’s why:

Role of Champions in Adoption: Change management champions are influential users who advocate for Salesforce within the organization. They help other employees adapt to the new system and can address resistance by sharing their positive experiences.

Previous Adoption Challenges: Since UC has faced adoption issues with previous CRM implementations, champions can help by providing peer support, which has been proven to increase user buy-in and adoption rates.

Salesforce Best Practices: Salesforce emphasizes the importance of change champions in its adoption and change management practices. Champions facilitate smoother transitions by offering training and support that resonates with end-users.

References: Salesforce resources on Change Management highlight the role of champions in driving successful user adoption and overcoming resistance to new systems.

In summary, identifying change management champions (Option A) is a key step in promoting successful adoption of Sales Cloud at Universal Containers.

In Salesforce, organization-wide defaults (OWD) for the Opportunity object can be set to Public Read Only, meaning all users can view Opportunities, but only the record owner and users above them in the role hierarchy have edit access. When OWD is set to Public Read Only, additional access can be granted using sharing rules.

For Cloud Kicks, the Account Team role of Executive Sponsor requires Read/Write access to Opportunities associated with the Accounts they sponsor. Since the OWD is set to Public Read Only, the most effective method to grant this access is through an Opportunity sharing rule. Sharing rules in Salesforce are specifically designed to extend access to users in roles, groups, or territories without altering the OWD settings. By creating an Opportunity sharing rule, Cloud Kicks can ensure that all Account Team members with the Executive Sponsor role gain Read/Write access to related Opportunities, regardless of ownership.

An Account sharing rule would not work in this scenario because sharing rules for Accounts do not automatically extend to related Opportunities when OWD for Opportunities is Public Read Only. Additionally, creating a flow would not be as efficient or straightforward as using a sharing rule, which is Salesforce's recommended approach for managing access based on roles and relationships like Account Team roles

In Salesforce Sales Cloud, when working with Sales Territories, a territory model must be activated to view any reassigned accounts. This is because only an active territory model applies the defined territory account assignment rules to assign accounts. While a model is in the Planning state, it allows for setting up and testing, but changes are not applied to live data. Activation finalizes the model and makes the assignments visible and enforceable. This ensures that accounts are correctly reassigned based on the updated rules in the territory model.

For further information, refer to Salesforce documentation on Activating Territory Models.