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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics | 5% | - Data visualization and reporting - CRM Analytics (Tableau CRM) implementation |
| Topic 2: Sales Cloud | 10% | - Sales process optimization - Opportunity and lead management |
| Topic 3: Field Service | 5% | - Field service operations - Work order and scheduling optimization |
| Topic 4: Integration | 5% | - API management and data integration - MuleSoft integration patterns |
| Topic 5: Data Management | 5% | - Data modeling and architecture - Data quality and governance |
| Topic 6: Service Cloud | 10% | - Case management and automation - Service process design |
| Topic 7: B2B Commerce | 15% | - Integration with other Salesforce clouds - B2B Commerce solution design |
| Topic 8: Revenue Cloud | 10% | - Revenue lifecycle management - CPQ and billing solutions |
| Topic 9: Discovery and Customer Success | 25% | - Discovery artefacts (e.g., Reference Architecture diagram) - Quantitative and qualitative objectives to measure project success - Customer-centric discovery techniques |
| Topic 10: Experience Cloud | 5% | - Partner and customer engagement - Portal and community solutions |
| Topic 11: Marketing Cloud | 5% | - Marketing automation integration - Customer journey design |
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NEW QUESTION # 51
After a Solution Architect presents the Salesforce User Attribute Chart, the project owner has someconcerns and questions regarding the Role Hierarchy choices for the executive assistant who reports to all of the VPs.
There are also questions about the ideal license given to the CEO who provides executive oversight and reviews the Executive Dashboard atthe end of each accounting period. There are some restrictions on budget spend for overall licenses, and the user base is forecasted to continue to grow.
Which two explanations should the Solution Architect use to address the concerns and gain final acceptance?
Choose 2 answers
Answer: B,C
Explanation:
In addressing the concerns about role hierarchy and licensing for the executive assistant and CEO, the following explanations are provided:
* B. The CEO should have a Sales Cloud license given that the role is a processor of information and should be at the top of the Role Hierarchy. A Sales Cloud license provides the CEO with full access to the necessary data and functionalities to oversee and make informed decisions. Being at the top of the Role Hierarchy ensures access to all relevant data across the organization.
* C. The Role Hierarchy should mirror the organization chart. Therefore, sharing settings need to be put in place for the executive assistant given the need to have access to the data of all of the VPs being supported. This approach maintains the organizational structure within Salesforce and uses sharing settings to grant the executive assistant appropriate access levels, ensuring data visibility across the VPs without disrupting the hierarchy.
Salesforce's documentation on licensing options and role hierarchy provides guidance on configuring access and visibility in a way that aligns with organizational structures and roles, ensuring efficient and secure data management.
NEW QUESTION # 52
Ohana Cirrus (OC) has around 1,500 support agents working in its global support center operating 24/7 across multiple channels. This center handles around 30,000 cases per day. OC currently uses a custom-developed solution to manage customer complaints and is planning to replace it with a new Salesforce solution. The current system contains more than 250 million records including some still being processed.
Which three recommendations should a Solution Architect suggest to migrate to the new application in the most efficient manner?
Choose 3 answers
Answer: B,D,E
Explanation:
* Data migration is the process of transferring data from one system toanother1.
* Data migration in Salesforce requires careful planning, preparation, and execution234.
* Data migration best practices include setting up a data governance plan, focusing on data quality, creating templates, verifying proper transfer, and using appropriate tools2356.
For Ohana Cirrus' transition to Salesforce from a custom solution, efficiently managing the migration of a large volume of complaint records is crucial. Migrating archived data to Heroku provides a scalable storage solution while keeping active and semi-active data in Salesforce ensures accessibility and integration with service processes. Using Deferred Sharing Calculations during migration helps maintain system performance by temporarily suspending real-time sharing rule calculations. Utilizing an ETL (Extract, Transform, Load) tool with Salesforce Bulk API facilitates efficient data transfer, minimizing system downtime and ensuring data integrity. This strategic approach to data migration aligns with Salesforce's best practices for handling large datasets and complex migrations, ensuring a smooth transition to the new Salesforce solution.
NEW QUESTION # 53
The business model of Universal Containers (UC) puts a strong emphasis on indirect sales and service processes. UC's customers are primarily distributors, resellers, and service providers who either sell or service products independently,or collaborate with UC on joint opportunities and cases. In the past, collaboration was primarily driven through email but UC wants to bring both service and sales collaboration onto one consolidated platform.
Which solution should a Solution Architect recommend to create better collaboration and visibility for UC employees, resellers, and service partners?
Answer: D
Explanation:
This type of license allowsexternal users to access standard Salesforce objects such as accounts, contacts, leads, opportunities, and cases. It also enables them to collaborate with UCemployees and other partners on joint sales and service processes34.
NEW QUESTION # 54
Universal Containers (UC) is evaluating Salesforce for a Lead to Invoice solution, as its current process for getting payments from customers is incredibly laborious. UC knows now its current invoice process runs through its back-office ERP, and is unsure how it would work within a front-office tool going from a lead all the way to an invoice. UC is looking to purchase Revenue Cloud, Sales Cloud, Marketing Cloud Account engagement, and MuleSoft to work with its CRP. The CIO also wants to make sure UC is utilizing the data across these clouds in the most automated way possible without a lot of manual data intervention as is required today within its back- office CRP What should thesteps in the business process look like when creating a multi-cloud Lead to Invoice solution in Salesforce if UC's CRP will be the system of record for invoices?
Answer: B
Explanation:
This option would follow the lead-to-invoice process that Salesforce Billing supports2, which involves creating an invoice from an order and then sending it to theERP system for payment processing. This option would also leverage Revenue Cloud and Sales Cloud features such as CPQ and Billing to automate and streamline the quoting and invoicing process.
Since UC's CRP will be the system of record for invoices, the order information will need to be passed to the back-office ERP for invoice creation and processing. Therefore, the business process should include Lead, Opportunity, Quote, Order, and then directly into the back-office ERP system. Payment processing can behandled within the back-office system or potentially integrated back into Salesforce with appropriate consideration for data security and compliance.
NEW QUESTION # 55
Universal Containers (UC) uses Sales Cloud, Service Cloud, and Experience Cloud. The implementation was completed 5+ years ago, and Service Cloud users are now expressing dissatisfaction with system performance. A custom Visualforce page was developed to show relevant data to Experience Cloud users.
The same page is used by the Support team but displays more information based on their profile. UC has a small internal Support team for Salesforce that periodically enables new features in production.
Which best practice should the Solution Architect recommend to avoid these types of issues in the future?
Answer: A
Explanation:
To avoid issues related to system performance and ensure the scalability of Salesforce solutions, it's crucial to manage technical debt and thoroughly test new features in a controlled environment. A sandbox provides a safe space for testing, allowing UC to simulate the impact of changes without affecting the production environment. This practice helps in identifying potential issues and resolving them before they can impact end-users.
Salesforce's documentation on best practices for managing technical debt and the use of sandboxes for testing provides guidance on these processes, emphasizing the importance of a proactive approach to system maintenance and feature testing.
https://admin.salesforce.com/blog/2021/tech-debt-what-it-is-and-why-you-should-care
NEW QUESTION # 56
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