Sales-Cloud-Consultant Practice Test

Salesforce Spring 25 Release
186 Questions

During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?

A. Set project milestones.

B. Create the implementation plan

C. Define sales processes

C.   Define sales processes

Explanation: In the Discovery phase of a Sales Cloud implementation, it is essential to define the sales processes that will be supported in Salesforce. This step involves understanding the specific stages and steps within the organization’s sales cycle and ensures that Salesforce will be configured to align with these processes. Defining sales processes is foundational for creating a solution that meets business needs and is aligned with user expectations, as it impacts subsequent configuration, training, and adoption efforts. Reference: Salesforce Discovery Phase Best Practices

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