Recommended Approach for CK Sales Cloud Usage and Cost Justification

D

To meet the requirement of determining whether Sales Cloud is being used appropriately and kept up to date, and to justify the costs for future implementation phases, a consultant should recommend the following:

D. Set Up Audit Trail for monitoring changes

Explanation: The Set Up Audit Trail in Salesforce allows you to track and monitor changes made to the Salesforce configuration, including changes to objects, fields, workflows, and other settings. It provides detailed information about who made the changes, what changes were made, and when they occurred. By enabling the Set Up Audit Trail, Cloud Kicks will have visibility into the changes made within Sales Cloud, ensuring transparency and accountability.

By implementing the Set Up Audit Trail, the consultant can address the management's concern regarding the appropriate use and maintenance of Sales Cloud. It will provide insights into whether Sales Cloud is being updated and configured correctly over time, and help identify any potential issues or areas that require improvement. This information can be used to justify the costs for future implementation phases by demonstrating the ongoing value and effectiveness of Sales Cloud.

While the other options (A, B, and C) may also contribute to improving Sales Cloud usage and data quality, they do not directly address the requirement of determining whether Sales Cloud is being used appropriately and kept up to date, or justify costs for future implementation phases, as effectively as the Set Up Audit Trail.

A. Validation Rules for key Opportunity fields: Validation rules are used to enforce data quality and integrity by validating certain conditions or rules before allowing the data to be saved. While important for maintaining data accuracy, they do not provide insights into the overall usage and maintenance of Sales Cloud.

B. Screen flows for new business Opportunities: Screen flows are a way to guide users through a series of screens to collect and update data. While they can streamline and standardize the data entry process for new business opportunities, they do not provide visibility into the ongoing usage and maintenance of Sales Cloud.

C. Data Quality Analysis Dashboards from the AppExchange: Data Quality Analysis Dashboards from the AppExchange can help identify data quality issues and trends, allowing for data cleansing and improvement. While valuable for data quality management, they do not directly address the requirement of monitoring Sales Cloud usage and justifying costs for future implementation phases.

In summary, enabling the Set Up Audit Trail is the most appropriate recommendation for meeting the requirement of determining appropriate usage, keeping Sales Cloud up to date, and justifying costs for future implementation phases.