QuestionQ83

Implementation Strategies

A Service Cloud Consultant has been engaged to help Cloud Kicks (CK) streamline its customer service operations. CK has multiple departments with disconnected processes and limited documentation. The consultant is preparing for the project kickoff and wants to make sure the engagement starts successfully.

What should the consultant do first to help ensure the engagement succeeds?

  • A Review documentation after the solution design has been completed.
  • B Schedule interviews with department leaders to gather current process details and pain points.
  • C Begin building a prototype based on assumed best practices.
Explanation

Early discovery interviews with department leaders reveal the current processes, business needs, cross-departmental issues, and pain points that must shape the solution. Salesforce guidance identifies stakeholder interviews as part of discovery and recommends using them to understand current challenges before defining the future-state design.

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