Explanation: When updating account ownership on a large scale, deferring sharing calculations is a key consideration to minimize lock errors. Here’s why:
Lock Error Mitigation: With a Private sharing model, frequent updates can trigger recalculations of sharing rules, increasing the risk of lock errors due to high processing demand. Deferring these calculations can reduce system strain and ensure smoother updates.
Efficiency in Large Updates: Deferring sharing calculations temporarily during the update allows for faster processing. Once the updates are complete, recalculations can be performed in a controlled manner.
Salesforce Best Practices: Salesforce recommends deferring sharing calculations when updating large data sets, particularly with Private sharing settings, to optimize performance and reduce errors.
References: Detailed guidance on Managing Data Changes and Reducing Lock Errors can be found in Salesforce documentation for large-scale data management.
In summary, deferring sharing calculations (Option C) is the recommended approach to efficiently update account ownership across many records in a Private sharing model.

Explanation: When using Advanced Currency Management with dated exchange rates, the converted currency amount is determined based on the opportunity’s close date, regardless of the opportunity stage. Here’s why:
Currency Conversion Based on Close Date: Advanced Currency Management applies the exchange rate effective on the opportunity’s close date, which means that the conversion is tied specifically to this date and does not depend on the opportunity’s stage.
Accurate Historical Currency Data: This setup ensures that historical exchange rates accurately reflect the currency rate as of the close date, providing precise financial reporting.
Salesforce Documentation: Salesforce outlines that Advanced Currency Management uses the close date for converting amounts on opportunities to account for dated exchange rates, providing consistency across all transactions.
In summary, the close date regardless of the opportunity stage (Option C) determines the converted currency amount when Advanced Currency Management is enabled.

Explanation: Customer Lifetime Value (CLV) measures the total value a customer brings over the entire duration of their relationship with the company. Emphasizing CLV helps sales teams focus on customer retention and long-term relationship value, which aligns with Universal Containers’ goal of prioritizing customer retention. By tracking CLV, sales managers can guide reps to prioritize engagement with high-value customers to boost long-term revenue.
Annual Contract Value (ACV) and Total Pipeline Value focus more on short-term gains, which might not align as directly with customer retention and long-term strategy.

Explanation: Before implementing Einstein features such as Einstein Lead Scoring and Einstein Deal Insights, it is essential to run the Einstein Readiness Assessor. This tool evaluates the Salesforce org’s data to determine whether it meets the requirements for these Einstein features, ensuring that they will provide accurate and actionable insights. Assessing Data Readiness: The Einstein Readiness Assessor checks if the data quality and quantity are sufficient for Einstein’s AI-driven insights, which is crucial for accurate scoring and predictions.
Informed Implementation Planning: Running the readiness assessment in a sandbox allows the consultant to understand any adjustments needed before enabling the features in production.
Option B (enabling Einstein Activity Capture in a developer org) and Option C (enabling both features in production) should be done only after confirming readiness. For more information, see the Einstein Readiness Assessor documentation.

Explanation: To allow sales reps to view all details of their current opportunities with minimal navigation, the consultant should recommend using the Split View option in Salesforce.
Key Points:
Split View Feature: Split View enables users to see a list of records alongside the details of a selected record on the same screen. This allows for quick navigation between records without excessive clicking.
Efficiency in Navigation: Sales reps can click through the list of opportunities on the left pane, and the details of each selected opportunity will display on the right pane. This reduces the need to open each record in a new tab or window. Minimal Clicks: With Split View, reps can cycle through their opportunities seamlessly, enhancing productivity and saving time.
Salesforce Sales Cloud References:
Using Split View: Salesforce Help - Work with List Views Using Split View Benefits of Split View: Split View is designed to help users process lists of records more efficiently by reducing navigation steps and keeping context while reviewing multiple records.
By selecting the Split View option from the My Opportunities list view, sales reps at Cloud Kicks can efficiently access all the details of their current opportunities with minimal navigation or clicks.