Explain the Use Cases and Considerations for Data Migration in Sales Cloud. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

Questions 11–15

1. 11foundation · easy

   A sales team is moving from spreadsheets and email to Sales Cloud for the first time. They need to bring their existing account and contact lists into the new system. Which data migration use case does this represent?

   • ASystem consolidation
   • BData cleanup
   • CCRM adoption
   • DSandbox refresh
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2. 12foundation · easy

   A company is merging its sales division with another recently acquired company. Both organizations currently maintain separate CRM systems with customer and opportunity records. Which scenario best describes a common reason to perform a data migration into Sales Cloud?

   • ATo consolidate records from multiple systems into a single source of truth
   • BTo reduce the number of custom fields in the existing CRM
   • CTo replace the need for user training on the new CRM
   • DTo automatically generate new sales quotas for the merged team
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4. 13foundation · easy

   During a data migration to Sales Cloud, the project team discovers that the source system stores phone numbers in inconsistent formats (e.g., some with country codes, some without). Which migration consideration is most directly affected by this discovery?

   • AMapping
   • BValidation
   • CData quality
   • DDowntime
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5. 14expert · hard

   A company is migrating from a legacy CRM to Sales Cloud. The legacy system has a field called 'Lead Status' with values 'New', 'Contacted', 'Qualified', and 'Closed'. In Sales Cloud, the 'Status' field has values 'Open', 'Contacted', 'Qualified', and 'Closed'. The migration team needs to map the values. What is the best way to ensure the mapping is accurate?

   • AAdd the legacy values to the Sales Cloud picklist to avoid mapping.
   • BCreate a mapping document that defines the correspondence between the legacy and Sales Cloud values, and use it during the migration.
   • CUse a simple find-and-replace in the data file to change the values.
   • DLeave the field blank for records that do not match the Sales Cloud picklist.
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6. 15application · medium

   A sales manager is planning to migrate data from an old CRM to Sales Cloud. The old CRM has many records with incomplete or inaccurate information. The manager wants to ensure that the data in Sales Cloud is reliable for forecasting. What should be the first step in the migration plan?

   • AMigrate all data as-is and then run reports to see what issues exist.
   • BPerform a data quality assessment to identify incomplete, inaccurate, and duplicate records.
   • CMigrate only the data that is complete and accurate, and discard the rest.
   • DUse Sales Cloud's built-in data cleansing tools after migration.
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