The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updated.
What should the Consultant recommend to maintain up-to-date Account information?
Click on the arrows to vote for the correct answer
A. B. C. D.A
To maintain up-to-date Account information in Salesforce, the Consultant at Cloud Kicks has several options to consider. Let's go through each answer choice and evaluate them:
A. Use the third-party data to update and add records to Salesforce. Using third-party data can be a valuable option for updating and adding records to Salesforce. Many organizations utilize external data sources to enrich their data and ensure accuracy. However, it's important to assess the reliability and quality of the third-party data provider before integrating it into Salesforce. The Consultant should thoroughly research and evaluate the reputation and accuracy of the third-party data source before recommending this option.
B. Enable the Automatic Account Update feature in Setup. Enabling the Automatic Account Update feature in Salesforce Setup can be an effective solution for maintaining up-to-date Account information. This feature allows Salesforce to automatically update Account records by syncing with external data sources or data providers. By configuring this feature, Cloud Kicks can ensure that their Account data remains accurate and relevant without manual intervention. However, it's important to assess the specific data sources and integration requirements to ensure a seamless and reliable sync process.
C. Call the Contacts and Leads to get their updated information. While reaching out to Contacts and Leads directly can provide updated information, it might not be the most efficient solution for keeping Account data updated. This method heavily relies on manual effort and may not scale well for large volumes of data. Additionally, contacting individuals might not always yield accurate or timely updates. While it can be useful to periodically communicate with Contacts and Leads to verify their information, it should not be the sole method relied upon for maintaining up-to-date Account data.
D. Use the Salesforce-provided data to update and add records to Salesforce. Salesforce provides various data sources and integrations that can be utilized to update and add records to Salesforce. These sources may include data feeds, data enrichment services, or other Salesforce-provided data solutions. Leveraging these resources can help ensure that Account data remains accurate and up-to-date. However, it's important to evaluate the specific Salesforce-provided data options available and assess their reliability and relevance to Cloud Kicks' specific business needs.
Considering the options presented, the most comprehensive and automated solution to maintain up-to-date Account information in Salesforce would be to enable the Automatic Account Update feature in Setup (answer choice B). This feature allows for seamless synchronization with external data sources or providers, minimizing manual effort and ensuring a reliable flow of accurate information into Salesforce. However, it's important for the Consultant to thoroughly evaluate the specific requirements, data sources, and integrations available to Cloud Kicks before making a final recommendation.