Schedules on the Product object allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity.

To ensure that sales reps are negotiating with contacts who have the authority to make decisions, the consultant should recommend requiring sales reps to add the stakeholder as the decision maker on each opportunity before they can progress the stage. This approach enforces accountability and ensures that sales reps are identifying and engaging with the appropriate decision-makers early in the sales process. Implementing such a requirement helps reduce the risk of negotiating with non-decision makers and increases the likelihood of successful deals.

Implementing Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly is the best option to meet the requirement of updating the ERP system with information from Salesforce when a new Account has its first closed/won opportunity. Platform Events are events that are published and consumed by applications inside or outside of Salesforce using an event-driven architecture. An ESB (Enterprise Service Bus) is a software component that connects different applications and systems using common standards and protocols. By implementing Platform Events to publish opportunity wins to the ESB, Cloud Kicks can trigger an event whenever an opportunity is closed/won for a new Account in Salesforce, and send it to the ESB. The ESB can then call back for account, contact, and opportunity information from Salesforce using APIs (Application Programming Interfaces), and automatically update the ERP system with this information accordingly. This way, Cloud Kicks can ensure data synchronization and accuracy between Salesforce and the ERP system without having to use third-party tools or manual processes.

These three reasons could explain the sales rep’s experience of being able to edit some opportunities associated with accounts they own, but not others. If the organization-wide defaults for opportunities are set to Private, then the sales rep can only edit the opportunities that they own or that are explicitly shared with them. If all provisioned Opportunity object permissions enable Read access with all accounts the sales rep owns, then the sales rep can view but not edit any opportunity associated with their accounts, regardless of who owns the opportunity. If some opportunities associated with the sales rep’s account are owned by other users, then the sales rep can only edit those opportunities if they have been shared with them or if they have a higher role in the role hierarchy than the owner.

Enabling Sales Forecasting helps provide consistent updates and reliable information about the pipeline to leadership. Salesforce's Sales Forecasting feature allows sales teams to predict and plan for future sales outcomes based on current pipeline data. It aligns processes by standardizing how sales data is reported and ensures that all teams are using the same criteria and metrics for reporting progress on deals.

References:

Sales Forecasting Overview

Implementing Sales Forecasting

Schedules on the Product object allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity.

According to the Salesforce Sales Cloud Consultant Study Guide, in order to support multiple currencies in Salesforce Opportunities and forecasting, each currency requires its own custom price book. It is not necessary for each user to select their personal currency or for every currency price to be added to all of the products in the standard price book.

To ensure that steps in the sales process are clear and adhered to by the new inside sales team, the consultant should recommend creating a Path on the Opportunity object. Salesforce Path provides a visual representation of the stages in a business process. It allows administrators to define key fields, guidance for success, and specific steps that need to be completed at each stage. This feature is ideal for providing clear guidelines, support materials, and coaching tips for each step of the sales process, helping sales teams stay on track and adhere to best practices.

An Outbound Message combined with a record-triggered flow is an effective solution for sending data about opportunities to an external ERP application when an opportunity is closed. This approach allows Salesforce to send a message containing the opportunity data to a specified endpoint whenever an opportunity record meets the specified criteria (e.g., when it is marked as Closed Won). This method ensures real-time integration and data synchronization between Salesforce and the external ERP system.

References:

Outbound Messaging

Record-Triggered Flows

In Salesforce, when the organization-wide default (OWD) setting for Account is Private, access to child account records does not automatically inherit from parent account access. Therefore, if a sales rep has access to a parent account, they do not automatically get access to the child accounts. Access to child account records needs to be shared manually through sharing rules, role hierarchy, or manually sharing the records.

References:

Understanding Sharing Settings

Account Hierarchies and Sharing

Sales quotas are the revenue or quantity goals that are assigned to users, teams, or territories for a specific time period. Quotas can be configured manually or imported from a CSV file, and they can be viewed and edited on the Quotas page or on reports. Quota attainment is the percentage of quota achieved by a user, team, or territory for a given period. Quota attainment can be compared with forecast amounts on the forecast page or on reports, to track the sales team’s performance against their goals.

These are the prerequisites for enabling Person Accounts in a Salesforce org, as stated in the documentation. Person Accounts are a special type of account that combines account and contact data into a single record. They are useful for B2C scenarios where individuals are customers rather than organizations.

User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user’s perspective, using simple and clear language. User stories can help the consultant understand the customer’s needs and priorities, and deliver value in small and frequent increments. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)

https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories

When Partial and Full sandboxes are unavailable, the consultant should recommend creating a new Developer sandbox and populating it with data for testing. A Developer sandbox provides a copy of the configuration (metadata) from the production environment and can be used to perform testing. While it has a limited data storage capacity, test data can be created or imported to simulate real-world scenarios. This approach ensures that the changes and updates are thoroughly tested before go-live.

Deal Insights within Pipeline Inspection in Salesforce provides sales reps with a single view to identify and manage stalled opportunities. This feature leverages AI to highlight deals that may require attention based on changes in engagement, activity, and other deal characteristics. It helps sales reps quickly identify which opportunities need follow-up and which are at risk of stalling, providing valuable insights for pipeline management.

References:

Pipeline Inspection and Deal Insights

Deal Insights Overview

Shadowing, interviewing, and leading workshops are three approaches that a consultant can use to learn about and empathize with the customer. Shadowing involves observing how the customer performs their tasks and interacts with their systems. Interviewing involves asking open-ended questions to understand the customer’s goals, challenges, and pain points. Leading workshops involves facilitating group discussions and activities to elicit requirements, feedback, and solutions from the customer. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)

https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation

Mass transferring the records to another role in the role hierarchy and removing the users from the role hierarchy are two solutions that can resolve the issue of making changes to the sharing model taking increasingly more time for users who own more than 10,000 records. A mass transfer is an operation that allows users to transfer ownership of multiple records from one user to another user at once. A role hierarchy is a structure that defines how users are organized and how data access is granted based on their roles. By mass transferring the records to another role in the role hierarchy, Cloud Kicks can reduce the number of records owned by each user and distribute them more evenly among other users in different roles. By removing the users from the role hierarchy, Cloud Kicks can prevent these users from inheriting access to records owned by other users in their role or below their role, which can slow down the sharing model changes.

To meet the requirement of granting Read/Write access to child Opportunities for Account Team members with the Executive Sponsor role, an Opportunity sharing rule should be created. Sharing rules in Salesforce allow you to automatically extend access to users based on their roles or other criteria. In this case, the sharing rule would be configured to provide Read/Write access to Opportunities for those in the Executive Sponsor role on the Account Team.

References:

Sharing Rules Overview

Create and Edit Sharing Rules

To assure UC's management that Sales Cloud is being successfully adopted on mobile devices, the consultant should report on the opportunity records created on a mobile device. This metric directly demonstrates that sales reps are actively using mobile devices to perform their core activities, such as creating and managing opportunities. By providing tangible evidence of mobile usage, the consultant can validate the adoption and effectiveness of the mobile solution. Salesforce provides various reporting tools to track and analyze mobile device usage and user activity.

Salesforce Connect is a feature that allows users to access and view data from external sources in real time, without copying or syncing the data into Salesforce. An external object is a special kind of custom object that maps to a data source outside Salesforce, such as an ERP system. By implementing Salesforce Connect and an external object, CK can view the product order information from the ERP system as a related list on the account record, without storing or updating the data in Salesforce.

When addressing challenges within Cloud Kicks' Sales Cloud project, the consultant should prioritize assessing project requirements to decide if custom development or third-party apps are needed, considering budget and resources. This approach ensures that the solution is tailored to the specific needs of the project while balancing cost and resource constraints. By evaluating both custom development and third-party applications, the consultant can choose the most effective solution that meets the project's requirements and adheres to best practices for scalability and maintainability. Salesforce recommends evaluating standard features, custom solutions, and third-party apps to find the best fit for the project's needs.

This answer will allow CK to enable representatives to view the individual team member’s split percentage, where the split percentage is less than 100% of the revenue amount. An opportunity revenue split is a type of opportunity split that allows reps to divide the revenue amount among opportunity team members based on their contribution or role in the sales process. Official References: [Opportunity Splits]

The final step in completing a Sales Cloud engagement is to obtain stakeholder sign-off. This formal sign-off ensures that all project deliverables have been met to the satisfaction of the stakeholders and that the implementation is considered complete. It is a crucial step to officially close the project and transition to ongoing support and maintenance.

References:

Project Completion and Sign-Off

Ensuring Project Success

Opportunity Splits allow users to divide credit for an opportunity among multiple sales reps who contribute to closing it. Users can specify how much revenue or quantity each sales rep receives from an opportunity, either as a percentage or an amount. Opportunity Splits can be enabled from Setup, and they require that Opportunity Teams are also enabled. Users can then add or edit Opportunity Splits from the Opportunity Splits related list on Opportunity page layouts.

These are two aspects that a consultant should consider for migrating Territory Management to a new structure for the upcoming fiscal year. Territories can inherit assignment rules from other territories higher in the model, which can simplify the process of assigning accounts and users to multiple territories. Only one territory model can be active at any given time, which means that you need to deactivate the current model before activating the new one, and ensure that there is no gap in territory coverage. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 22)

https://help.salesforce.com/s/articleView?id=sf.customize_territories.htm &type=5

This solution should be recommended for Cloud Kicks if they have a complicated sales process and their sales reps often have difficulty deciding when to move opportunities through various stages. Activating Path and adding up to five key fields and Guidance for Success will allow Cloud Kicks to provide their sales reps with a visual representation of the sales process stages and helpful tips and resources for each stage. Path is a feature that helps sales reps move records along predefined steps by displaying key fields and guidance on each step. Guidance for Success is a customizable section on Path that can include text, links, images, or videos to assist sales reps in completing tasks or achieving goals at each stage.

Using Salesforce Maps, configure a Data Layer showing open opportunities is the best solution to meet the requirement of visualizing all open opportunities based on the location of the related Account. Salesforce Maps is a feature that allows users to view and manage their geographic data on an interactive map. A Data Layer is a layer of data that can be added to a map to show records from one or more objects based on filters and criteria. By using Salesforce Maps, configure a Data Layer showing open opportunities, Cloud Kicks sales representatives can see all open opportunities on a map based on the address fields of their related accounts, and perform actions such as creating tasks, logging calls, updating fields, etc.

When Account Teams are enabled and used for an account, Sales Rep A can grant Read access on the account’s cases to Sales Rep B by adding Sales Rep B as a team member on the account and assigning a team role that has Read access to cases. Sales Rep A can also allow Sales Rep B to view one of the opportunities on the account by adding Sales Rep B as a team member on that opportunity and assigning a team role that has at least Read access to opportunities.

Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.

Using quotation marks operator around contact’s first and last name is a recommendation that can yield better search results when searching for contacts in global search. Global search is a feature that allows users to search for records or information across multiple objects and fields in Salesforce. Quotation marks operator is an operator that can be used in global search to find an exact phrase or match in a record or field. For example, searching for “John Smith” will return only records or fields that contain John Smith as an exact phrase or match, not John Doe or Adam Smith or John Smithson. By using quotation marks operator around contact’s first and last name, Cloud Kicks users can narrow down their search results and find the contacts they are looking for more easily and quickly.

Account Teams are groups of users who work together on an account and its related records, such as opportunities, contracts, and cases. Account Teams allow users to share different levels of access to accounts and associated records based on their team roles and responsibilities. For example, a sales rep may have full access to an account and its opportunities, while a customer service agent may have read-only access to the account and full access to its cases.

A. Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group of users. For example, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it. B. Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the product engineer to the Opportunity when it is created. This is useful when you need to assign a specific user to multiple Opportunities.

When implementing sharing rules, the consultant should explain the following considerations to CK:

CK can expand access beyond the organization-wide default levels with sharing rules. Sharing rules are used to grant additional access to records based on record ownership, criteria, or territory.

Organization-wide defaults must be Public Read Only or Private to create sharing rules. Sharing rules cannot be created for objects with Public Read/Write or Public Read/Write/Transfer organization-wide defaults.

When multiple sharing rules are assigned, the user is assigned the least restrictive access. For example, if one sharing rule grants Read-Only access and another sharing rule grants Read/Write access to the same record, the user will have Read/Write access.

Gaining buy-in during the Analyze phase is the best way to avoid user adoption issues in the future when working on a new system at Cloud Kicks. Buy-in is the acceptance or support of an idea or proposal by stakeholders or decision-makers who have influence or authority over its implementation or outcome. The Analyze phase is a stage of a project where requirements are gathered and validated, business processes are mapped and optimized, and solutions are designed and evaluated. By gaining buy-in during the Analyze phase, the consultant can ensure that the new system meets the needs and expectations of the users and stakeholders, and that they are involved and engaged in the project from the start. This can increase user satisfaction and adoption of the new system.

Deploying after the Salesforce Release ensures that the configuration is compatible with the latest version of Salesforce and avoids any potential issues or errors that might arise from deploying during a release window.

Testing new configurations in a Preview Sandbox allows the configuration to be validated against the upcoming Salesforce Release before deploying to production. A Preview Sandbox is a sandbox that is upgraded when the next release begins its preview period.

When troubleshooting why some leads are routing to the default lead owner after an update to the Web-to-Lead form, the consultant should validate that the new picklist values are part of the Lead assignment rule criteria. Lead assignment rules determine how leads are routed based on specified criteria. If the new picklist values are not included in these criteria, leads with those values will not match any rule and will be assigned to the default lead owner. Ensuring that all picklist values are accounted for in the assignment rules is crucial for proper lead routing.

When project teams inform about events such as attending a conference, it impacts the project timeline. The best practice in such scenarios is to update the project plan to reflect any changes due to the team's unavailability. This ensures that all stakeholders are aware of the adjustments, and the project can proceed smoothly without unexpected delays. According to Salesforce's project management best practices, keeping an updated project plan and clear communication with stakeholders is crucial for maintaining project alignment and ensuring transparency throughout the project lifecycle.

Territory Management is the best solution for assigning sales Opportunities based on ZIP codes. Territory Management is a feature that allows sales organizations to structure their sales territories based on criteria such as geography, industry, product line, etc. A territory is a group of accounts and users that share common characteristics or business needs. By using Territory Management, sales teams can define territories based on ZIP codes and assign accounts and Opportunities to those territories automatically or manually.

Using a third-party tool is the best solution for migrating large volumes of data from a legacy CRM application to Salesforce. A third-party tool is a software application that connects to both systems and provides features such as data mapping, transformation, validation, deduplication, and error handling. Some examples of third-party tools are Informatica Cloud, Jitterbit Data Loader, or Talend Open Studio.

Setting project milestones and establishing key performance indicators (KPIs) is crucial for ensuring successful implementation and adoption of a Sales Cloud project. This approach provides a clear roadmap for the project, helps in tracking progress, ensures accountability, and measures success against defined objectives. Milestones and KPIs guide the project team and stakeholders through the implementation process, ensuring that each phase is completed as planned and that the project's goals are met.

References:

Project Management for Salesforce Implementations

Defining and Measuring KPIs

Conducting discovery sessions and documenting existing business practices for each company is the recommended approach. This step ensures that the consultant understands the workflows, data usage, and business processes of both companies. It allows for a comprehensive assessment and aids in the creation of a well-informed integration and migration plan. According to Salesforce best practices, understanding the current state through discovery sessions is crucial before any data migration or integration can take place. It helps in identifying potential conflicts, redundancies, and areas for improvement, which can then be addressed in the project plan.

To allow users to manually search for a territory in an active territory model and assign it to opportunities, the consultant should recommend updating the user profiles with the Manage Territory permission. This permission enables users to search for and assign territories within an active territory model to opportunities, providing the necessary access and control for managing territory assignments. Ensuring that users have the correct permissions is crucial for successful territory management and assignment.

Creating a junction object between Campaign and Opportunity is the best way to track which marketing activities influenced a customer to make a purchase. This junction object will allow you to track the influence of multiple Campaigns on a single Opportunity, which can be used to gain insights into which Campaigns are most effective.

Instructing sales reps to follow their opportunities and using Flow with a scheduled action and an email alert are two solutions that can meet the requirement of sending a notification to sales reps when their opportunities remain open past the close date. Following an opportunity allows sales reps to receive updates and reminders about the opportunity in their Chatter feed. Flow with a scheduled action and an email alert allows you to automate the process of sending an email notification to sales reps based on a time-based condition, such as the close date. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 21)

https://help.salesforce.com/s/articleView?id=sf.collab_feed_follow_records.htm &type=5

https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled_start.htm &type=5

These are two actions that the consultant should recommend to work around the issue of internet unavailability on the Salesforce mobile app. Enabling the system permission to store offline data in Salesforce allows users to access cached data on their mobile devices when they are offline. Enabling offline create, edit, and delete in Salesforce allows users to perform these actions on their cached data when they are offline, and sync them back to Salesforce when they are online. Verified References: [Work Offline in the Salesforce Mobile App]

To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.

References:

Custom Report Types

Forecasting in Salesforce

Creating a Global Action to convert leads via the Salesforce mobile app allows sales reps to efficiently convert leads while on the go. This approach ensures that the functionality is easily accessible from the mobile interface, streamlining the lead conversion process for sales reps who are frequently traveling.

References:

Global Actions Overview

Setting Up Global Actions

Adding specific users as Opportunity team members with a role that grants Read/Write access allows account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.

This is how CK can revoke Opportunity team access on an ad-hoc basis. Opportunity teams are groups of users who work together on an opportunity and share access to it. Users can add or remove team members as needed, and specify different levels of access for each team member. By removing a user’s Opportunity team member, CK can revoke their access to the opportunity without affecting other team members or changing the sharing model. Verified References: [Opportunity Teams]

Dividing the development team into three units/tracks can help each line of business have dedicated resources and avoid conflicts or delays in delivering their solutions. This also allows each unit/track to have more autonomy and flexibility in managing their own projects and releases. Proposing a monthly executive steering committee can help align the business and technology stakeholders on the strategic direction, budget allocation, and development capacity of each line of business. This can also help resolve any issues or disputes that arise among different groups and ensure that the development team is not overloaded or underutilized.

This is the recommended solution for Cloud Kicks if they want to search and cross-reference records with the original source database after migrating 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. Using a custom External ID field and mapping it to the source record ID value will allow Cloud Kicks to uniquely identify each record and match it with its corresponding record in the source database. A custom External ID field is a custom field that has the External ID attribute enabled, which means that it can be used as a unique identifier for data import or integration purposes.

Adding the Lead Score field to the Lead Page layout is a necessary step to fix the issue of pilot users not being able to view the Lead Score field on the Lead record page. The Lead Score field is a standard field that shows how likely a lead is to convert based on Einstein’s analysis of historical data and predictive factors. The Lead Score field must be added to the Lead Page layout for users to see it on their lead records. Assigning the Einstein Lead Scoring permission set is another necessary step to fix the issue, as it grants users access to view and use Einstein Lead Scoring features, such as Lead Score, Lead Score Insights, and Lead Score Field History Tracking.

To enable the sales team to create and edit leads, contacts, and opportunities with ease using the Salesforce mobile app, the consultant should recommend the use of Lightning Mobile Components. Lightning Mobile Components provide a customizable and flexible interface that enhances the mobile user experience, allowing sales reps to perform essential tasks quickly and efficiently. These components are designed to be mobile-friendly and support the creation and editing of various records directly from the mobile app.

Qualified contacts are the contacts that should be migrated from the marketing application to leads in Salesforce when following a new Salesforce implementation. A contact is a record that represents an individual who is associated with an account or business. A lead is a record that represents a potential customer who has shown interest in a product or service. A qualified contact is a contact who has met certain criteria or thresholds that indicate their readiness or willingness to buy, such as score, behavior, demographics, etc. By migrating qualified contacts from the marketing application to leads in Salesforce, Cloud Kicks can ensure that only the most promising prospects are handed off to the sales team for further follow up and conversion.

The Lightning Usage App is a tool that provides insights into how users are adopting and interacting with Salesforce features, such as Salesforce Files and multi-factor authentication. The app includes dashboards and reports that show metrics such as file views, downloads, uploads, previews, shares, multi-factor authentication logins, and more. The app can help admins monitor user behavior and identify areas for improvement or training.

Salesforce Trust is a website that provides information about the performance, security, compliance, and maintenance of the Salesforce platform. Users can check for scheduled system maintenance on Salesforce Trust by selecting their instance and viewing the maintenance calendar. Users can also subscribe to receive notifications about maintenance events via email or RSS feed.

Enabling parenthetical currency conversion is the best way to allow the sales team to report on Australian deal values in U.S. Dollars (USD). Parenthetical currency conversion is a feature that displays converted currency amounts in parentheses next to the original currency amounts in reports and dashboards. For example, if an opportunity has an amount of 10,000 Australian Dollars (AUD), and the corporate currency is USD, enabling parenthetical currency conversion will show the amount as 10,000 AUD (7,500 USD) based on the exchange rate. By enabling parenthetical currency conversion, the sales team can easily see and compare Australian deal values in USD without having to manually calculate them.

The Data Import Wizard and the Data Loader are both tools that can import data into Salesforce and assign records to a queue or run an active assignment rule1. The Data Import Wizard can import up to 50,000 records at a time, while the Data Loader can import up to 5 million records at a time2. Both tools can also prevent duplicates by matching records based on external IDs or Salesforce record IDs3.

Using a collaboration tool to gather feedback from users is a highly effective method to improve user adoption. Engaging users in the process allows them to share their experiences, challenges, and suggestions for improvement. According to Salesforce best practices, gathering feedback is crucial as it helps in making informed changes and improvements that are aligned with user needs and expectations. This approach not only enhances the system's usability but also increases user engagement and ownership, thereby driving higher adoption rates.

These are three steps that a consultant should complete to prepare for a successful engagement during the Discovery phase of a project. Establishing project goals can help align the expectations and priorities of the stakeholders and the project team, and provide a clear direction for the project. Defining sales processes can help understand the current and desired state of the customer’s business operations, and identify the gaps and opportunities for improvement. Defining success metrics can help measure the impact and value of the project, and evaluate the progress and outcomes of the project. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)

https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation

Deploying the changes from the sandbox to production once both environments are on the same version is the safest and most reliable option, as it ensures that there are no compatibility issues or errors due to different versions of Salesforce. The fix requires functionality in the sandbox version, which means that it cannot be deployed to production until production is upgraded to the same version. Deploying before or during the upgrade window may result in failures or conflicts.

reCAPTCHA is a service that protects websites from spam and abuse by using a simple test to verify that users are human. By enabling reCAPTCHA verification in Web-to-Lead settings, the customer can prevent bots from submitting web-to-lead forms and creating unwanted leads.