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Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. End users have stated that each account record takes a long time to display.
What should the consultant do to reduce the amount of time it takes to load pages and increase adoption?
A. Enable indexing on all visible fields on the Invoice related Iist and create a training plan for the users.
B. Convert the Invoice master-detail into a lookup relationship and tell the users it Is a required field.
C. Move the invoice related list to a separate tab on the record page and communicate the change to users.
Answer: C
Explanation:
With Cloud Kicks having a large number of Account records and a substantial volume of Invoice records linked via a master-detail relationship, page load performance can be affected when a large related list is displayed. Moving the Invoice related list to a separate tab on the Account record page can help alleviate this issue by reducing the initial data load required when viewing the Account record.
* Optimizing Page Layouts for Performance: By placing the related list on a separate tab, Salesforce loads the tab's contents only when accessed, rather than at the initial page load. This can significantly improve page performance, especially with large data volumes.
* User Experience and Adoption: Communicating this change ensures that users understand where to find the Invoice information while benefiting from faster page load times.
Option A (converting to a lookup relationship) could alter the data model and existing functionality, and Option C (indexing) may not address initial page load performance directly. Salesforce recommends using custom page layouts and tabs to manage large related lists as part of performance optimization best practices, detailed in Salesforce Large Data Volume Considerations.
NEW QUESTION # 19
Which prerequisite should the consultant consider before enabling Opportunity Splits?
A. Enable Opportunity Teams and confirm the owner is a team member.
B. Add customized split types to opportunities.
C. Ensure open opportunities are owned by active users,
Answer: A
Explanation:
Before enabling Opportunity Splits, it is necessary to enable Opportunity Teams and confirm that the opportunity owner is a team member. Here's why:
* Requirement for Opportunity Splits: Opportunity Splits rely on Opportunity Teams to allocate credit across team members. Therefore, enabling Opportunity Teams is a prerequisite, ensuring that splits can be assigned to team members who contribute to the opportunity.
* Ownership and Team Membership: The opportunity owner must be part of the Opportunity Team to ensure that they can be assigned a split and manage team member contributions accurately.
* Salesforce Best Practices: Salesforce documentation on Opportunity Splits specifies that Opportunity Teams must be set up and members confirmed for split management to be operational.
In summary, the consultant should enable Opportunity Teams and confirm the owner is a team member (Option B) before enabling Opportunity Splits.
NEW QUESTION # 20
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?
A. Capability Model
B. Universal Process Notation
C. Value Stream Map
Answer: B
Explanation:
After the Discovery phase, Cloud Kicks (CK) wants a visual representation of how the new complex business processes will work, requiring multiple slides. The consultant should create a diagram using Universal Process Notation (UPN).
Key Points:
* Universal Process Notation (UPN): UPN is a simple, user-friendly way to map business processes. It provides a standardized method to document complex processes in a clear and understandable format.
* Visual Representation: UPN uses simple flowcharts and diagrams to represent processes, making it easier for stakeholders to visualize and understand complex workflows.
* Scalability: UPN is suitable for representing both high-level overviews and detailed process steps, accommodating the complexity and multiple slides required by CK.
* Communication Tool: By presenting the processes in UPN, the consultant can effectively communicate how the new processes will function within the organization.
Why Other Options Are Less Suitable:
* A. Value Stream Map: This method focuses on analyzing and improving the flow of materials and information required to bring a product or service to a consumer. It is more suited for process improvement rather than providing an overall visual representation of new processes.
* C. Capability Model: A Capability Model provides a high-level view of what an organization does (its capabilities), not how processes work. It is less suitable for showing detailed or complex processes.
Salesforce Sales Cloud References:
* Business Process Mapping: While Salesforce does not prescribe a specific notation for process mapping, it emphasizes the importance of clear and effective communication of business processes during implementation.
* Process Visualization Tools: Salesforce partners and consultants often use various process mapping techniques, including UPN, to document and communicate business processes.
* Change Management: Effective documentation of processes is critical for user adoption and change management, as outlined in Salesforce's Change Management Best Practices.
By creating diagrams using Universal Process Notation, the consultant can provide CK with a visual, comprehensive, and understandable representation of the new complex business processes.
NEW QUESTION # 21
Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.
Which solution should the consultant recommend to meet the requirement?
A. Create a screen flow.
B. Use Deal Insights In Pipeline Inspection
C. Create a Lightning Web Component.
Answer: B
Explanation:
Pipeline Inspection with Deal Insights offers a visual way to identify stalled opportunities and provides actionable insights directly within the Sales Cloud. This tool highlights opportunities that haven't progressed in a set amount of time, making it easy for sales reps to identify and act on these opportunities in a single view.
While custom Lightning Web Components or screen flows could potentially be built to identify stalled opportunities, using Deal Insights in Pipeline Inspection is a more efficient and native Salesforce solution designed specifically for this purpose.
Salesforce Documentation References:
* Pipeline Inspection and Deal Insights
* Identifying Stalled Opportunities with Deal Insights
NEW QUESTION # 22
A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud.
Which approach should a consultant adopt?
A. Collaborate closely with the customer to discern their specific performance measurement requirements.
B. Implement standardized performance measurement practices to ensure consistency across Sales Cloud.
C. Rely on general industry standards to determine performance measurement criteria and system architecture.
Answer: A
Explanation:
When determining performance metrics for Sales Cloud, it is essential to collaborate with the customer to understand their specific requirements. This approach ensures that the performance metrics and reporting solutions are tailored to the customer's business goals, providing more relevant and actionable insights. By engaging directly with Cloud Kicks, the consultant can develop a customized framework that addresses their unique challenges and objectives, rather than relying on generic industry standards, which may not fully capture the nuances of their business
NEW QUESTION # 23
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