Explain the Use Cases and Considerations for Data Migration in Sales Cloud. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 4)

Questions 16–20

1. 16application · medium

   A sales operations manager is planning to migrate 1 million leads from an old marketing automation platform to Sales Cloud. The migration must not disrupt the sales team's ability to log new leads during the process. Which strategy should the manager use?

   • AMigrate only leads that are older than six months to reduce the volume and speed up the process.
   • BPut the marketing automation platform in read-only mode for the entire migration period.
   • CExport all leads to a CSV file and import them into Sales Cloud using the Data Import Wizard.
   • DPerform the migration during off-peak hours and use a delta migration to capture any new leads created during the process.
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2. 17expert · hard

   A company is migrating from a legacy CRM to Sales Cloud. The legacy system has a field called 'Customer Type' with values 'Gold', 'Silver', and 'Bronze'. In Sales Cloud, the equivalent field is a picklist with values 'Premium', 'Standard', and 'Basic'. The migration team needs to map these values. What is the best way to ensure the mapping is accurate?

   • AAsk the sales team to manually update the values after the migration.
   • BAdd the legacy values to the Sales Cloud picklist to avoid mapping.
   • CCreate a crosswalk document that defines the mapping between the legacy and Sales Cloud values, and use it during the migration.
   • DUse a simple find-and-replace in the data file to change the values.
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4. 18expert · hard

   A company is migrating from a legacy CRM to Sales Cloud. The legacy system has a field called 'Annual Revenue' that is stored as a string, but in Sales Cloud, the field is a currency field. The migration team needs to ensure that the data is converted correctly. What is the best way to handle this?

   • ALoad the data as-is and let Sales Cloud automatically convert the string to currency.
   • BLoad the data into a custom text field and then manually update the currency field.
   • CUse a data transformation step to convert the string values to numeric currency values before loading.
   • DChange the Sales Cloud field to a text field to match the legacy data.
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5. 19expert · hard

   A company is migrating from a legacy CRM to Sales Cloud. The legacy system has a field called 'Region' that contains values like 'North America', 'South America', 'Europe', and 'Asia Pacific'. In Sales Cloud, the 'Region' field is a picklist with values 'NA', 'SA', 'EU', and 'APAC'. The migration team needs to ensure that the data is correctly mapped. What is the best approach?

   • AUse a formula in the data loader to convert the values during the import.
   • BAdd the legacy values to the Sales Cloud picklist to avoid mapping.
   • CLeave the field blank for records that do not match the Sales Cloud picklist.
   • DCreate a mapping table that translates the legacy values to the Sales Cloud picklist values and apply it during the migration.
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6. 20application · medium

   A company is migrating 200,000 contacts from a legacy system to Sales Cloud. The legacy system has many duplicate contacts with different email addresses. The sales manager wants to avoid duplicate records in Sales Cloud. What should the migration team do before loading the data?

   • ALoad only contacts that have a unique email address and discard the rest.
   • BLoad all contacts as-is and rely on Sales Cloud's duplicate rules to catch duplicates after migration.
   • CCreate a custom field to store the original record ID and use that to identify duplicates.
   • DRun a deduplication process on the source data to identify and merge duplicate contacts.
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