Salesforce CRT-251 - Salesforce Certified Sales Cloud Consultant (WI25)

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.

The Customizable Campaign Influence feature in Salesforce allows users to assign revenue attribution to campaigns that have influenced Opportunities. It supports both standard and custom attribution models, enabling users to define how much influence a campaign had on the Opportunity's success. This feature is ideal for assigning specific percentages of revenue to influential campaigns, which can then be reported and analyzed to understand their impact.

Salesforce’s documentation on Campaign Influence details how Customizable Campaign Influence supports complex attribution models and offers flexible reporting capabilities, making it the right choice for revenue sharing in scenarios like Cloud Kicks’ campaign.

The Trailblazer Community is an ideal resource for Cloud Kicks to leverage for organizational change management (OCM) and rollout strategies. This community provides access to a network of Salesforce users, partners, and experts who share best practices, experiences, and insights related to Salesforce implementations. Engaging with the Trailblazer Community can help CK gain valuable perspectives from those who have successfully navigated similar changes.

Peer Insights and Best Practices: The Trailblazer Community allows CK to connect with other Salesforce users and partners, offering a platform to discuss challenges, solutions, and strategies for successful change management.

Access to Real-World Experiences: By tapping into the community, CK can learn from firsthand experiences, which can be instrumental in planning and executing an effective OCM strategy.

Option A (end user feedback) is essential but limited to internal insights, and Option B (Salesforce Premier Success) provides support services rather than a peer-sharing platform. For more details, refer to the Trailblazer Community.

For migrating large volumes of data, such as two million accounts and ten million contacts, a third-party tool is recommended. Here’s why:

Scalability and Performance: Third-party ETL (Extract, Transform, Load) tools are optimized for handling large data migrations and can better manage the complexities and scale of Cloud Kicks' data migration requirements than standard Salesforce tools.

Data Quality and Transformation: These tools provide advanced capabilities for data cleansing, deduplication, and transformation, ensuring high data quality during migration.

Salesforce Best Practices: For large data sets, Salesforce advises using ETL tools that are specifically built to handle bulk data operations, as they offer better error handling, logging, and performance for large-scale migrations.

To integrate Salesforce with an external ERP application for sending opportunity data when it closes, an Outbound Message triggered by a flow is an efficient solution. This approach allows Salesforce to automatically send data to the ERP system when certain criteria are met, such as when an Opportunity reaches a "Closed-Won" stage. Using an Outbound Message provides a secure and real-time way to push data out of Salesforce to external systems, minimizing the need for manual data entry and reducing latency. Salesforce Connect is useful for real-time integration with external databases for read/write operations but is more suited for ongoing data synchronization rather than event-driven updates​

Executive sponsorship is critical to the success of a project because these leaders champion the project and drive adoption within the organization. An executive sponsor advocates for the initiative, communicates its importance, and supports change management efforts. Their involvement helps align the project with strategic objectives, ensures necessary resources, and reinforces the value of the new process or system to the sales team, which can significantly improve user adoption.

For more on the importance of executive sponsorship, refer to: Salesforce Change Management Strategies.

To assess mobile adoption of Sales Cloud at Universal Containers, Salesforce administrators can use the Login History report, filtering by device type to see which logins occurred via mobile devices. This report provides detailed insights into how often users are accessing Salesforce through mobile, enabling management to gauge adoption specifically for mobile platforms. This method is efficient as it leverages Salesforce’s built-in reporting capabilities, allowing for quick and clear analysis of user engagement on mobile, which directly aligns with UC’s goals for flexibility and mobile accessibility.

Using this report is recommended over tracking opportunity records created on mobile, as login history gives a broader view of usage patterns across various mobile devices and not just specific actions like record creation​