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