Data Migration Considerations for Salesforce | Certified Sales Cloud Consultant Exam

Important Aspects for Data Migration | Certified Sales Cloud Consultant Exam

Question

Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks'

Salesforce instance.

Which three aspects should the Consultant consider before proceeding with the data migration? (Choose three.)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

ABC

When considering the data migration process for Cloud Kicks' Salesforce instance, there are several important aspects that the Consultant should consider. The three key aspects to take into account are:

A. Volume of customer, partner, and prospect data from the existing system: The Consultant should assess the amount of data present in the current sales and marketing system that needs to be migrated to Salesforce. This includes customer, partner, and prospect data. Understanding the volume of data is crucial for planning the migration strategy, determining the required storage capacity, and estimating the resources and time needed for the migration process.

B. Total number of records being imported compared to the Salesforce edition: The Salesforce edition being used by Cloud Kicks has limitations on the number of records that can be stored. The Consultant needs to analyze the total number of records being imported from the existing system and compare it with the limitations of the Salesforce edition in use. This evaluation helps ensure that the Salesforce edition can accommodate the expected data volume without any issues or additional costs.

C. Criteria to apply to records that should be archived before migration: Before migrating the data, the Consultant should work with the Marketing and Sales Directors to define criteria for identifying records that should be archived. Not all existing data may be relevant or necessary to migrate into Salesforce. It's important to determine which records are still active and valuable to the business, and which ones can be archived or removed. This helps ensure that only relevant data is migrated, reducing clutter and optimizing the Salesforce instance's performance and usability.

The other answer choices, D and E, are not directly relevant to the data migration process:

D. Number of marketing campaign licenses required for the migration: While the number of marketing campaign licenses may be important for ongoing operations, it is not directly related to the data migration process itself. The Consultant should focus on assessing the data to be migrated rather than license requirements.

E. Classic features that have been improved by Lightning Experience: While understanding the improvements brought by Lightning Experience is beneficial for overall system usage and user experience, it is not directly related to the data migration process. The Consultant's primary focus should be on the data migration itself and ensuring a successful transition of the existing sales and marketing data into Cloud Kicks' Salesforce instance.