Implementation Strategies Flashcards

1
Q

What phase are requirements gathered in?

A

Analysis

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2
Q

What phase are training materials developed?

A

Build

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3
Q

What phase does training for end users occur?

A

Deployment/Migration

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4
Q

What is an appropriate sequence for a Sales Cloud implementation for milestones and deliverables?

A
  1. Requirements workshop
  2. Solution Design
  3. Technical Design
  4. Build
  5. Testing
  6. Training
  7. Data Migration
  8. Go-Live
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5
Q

What can be used to analyze increasing revenue by generating high quality leads?

A

Lead to opportunities conversion rate and Opportunity pipeline.

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6
Q

Which phase of an implementation involves the establishment of governance processes for ensuring clear communication?

A

Plan

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7
Q

Which step is utilized before designing solutions in an implementation project in order to evaluate requirements and identify gaps?

A

Analyze

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8
Q

Which phase is characterized by the migration of changes and data to the Production environment?

A

Deploy

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9
Q

Which environment should be used for testing deployment?

A

Staging Environment

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10
Q

Which objects should be imported before opportunities during a deployment?

A

Users, Account, Contacts

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11
Q

Which tools are available for migrating changes to production?

A

Change Sets, ANT migration, Visual Studio Code

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12
Q

Which reports can be used to measure the effectiveness of campaigns?

A

Campaign ROI
Number of Leads Generated

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13
Q

Which factors drive the measurement of Sales Cloud implementation success?

A

Business goals and desired outcomes

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14
Q

Which report can be used to view the number and value of opportunities at different stages of a sales process?

A

Opportunity Pipeline

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15
Q

What stage includes creating use cases and prototyping an application?

A

Solution design

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16
Q

When should an end user training plan be drafted?

A

After solution design has been signed off on - Build phase

17
Q

What are three key pieces of information required for planning an implementation?

A
  1. Stakeholders, their roles and hierarchy
  2. Key reports from the legacy system
  3. Data model and key fields
18
Q

What are 2 measurements that are NOT useful in assessing the success of a Sales Cloud implementation?

A
  1. Volume of leads
  2. Number of reports
19
Q

What are 2 measurements that are useful in assessing the success of a Sales Cloud implementation?

A
  1. Percentage of users logging in across user groups
  2. Average time taken to close opportunities
20
Q

What are the 2 main activities in an engagement plan?

A

Collaboration and communication