Certified Sales Cloud Consultant

To analyze how the sales funnel is changing throughout the month, Northern Trail Outfitters should implement a solution that captures data on a weekly basis. Creating a reporting snapshot to run weekly and store the results in a custom object is the most appropriate approach. This method allows for historical data to be captured and stored systematically for detailed analysis and comparison over time. Running the snapshot weekly provides a consistent data capture interval, which aligns well with the need to monitor changes through the month, while a custom object ensures the data is organized and accessible for reporting and forecasting purposes.

To capture business sector information on both Account and Contact after lead conversion, create a custom field on the Lead and Account objects and map these fields to ensure the data transfers during conversion. Then, create a custom formula field on the Contact object to pull the value from the Account object, ensuring that the information is correctly displayed on both the Account and Contact records.

To ensure the adoption of Sales Cloud across a global user base, it is vital to consider several deployment factors. Management communications are essential to clearly convey the benefits and importance of the new system, which fosters a supportive environment for users during the transition. The type of training delivered is crucial because it needs to effectively teach users how to utilize the new tools and processes. Lastly, training in the local language is important to overcome language barriers, ensuring that all users fully understand and can engage with the training material. These factors together facilitate a smoother transition and higher adoption rates.

To help product managers engage in sales deals that are being delayed in the negotiation stage, it is important to provide them access to detailed information and facilitate effective communication with both the sales team and customers. Adding them to libraries containing files relevant to sales deals ensures they have all the necessary documents and resources (C). Creating a Chatter group enables continuous sharing of product information and easy communication among product managers, the sales team, and customers (D). These solutions help product managers stay informed and respond to product capability and roadmap questions effectively.

The correct solution for a publicly available website managed by a non-technical marketing team, which allows visitors to submit requests for information, is the Customer Community. Customer Communities are designed to engage with customers, partners, and employees in a scalable way and provide a user-friendly interface that can be easily managed without technical expertise.