Helping Hand Questions for Sales-Cloud-Consultant

Mapping the ERP unique ID to a custom external ID unique number field is the best way to meet the requirement of organizing data using the unique ID that is a number type in the ERP. An external ID is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. A unique number field is a custom field that has the “Unique” attribute, meaning that it does not allow duplicate values in the field. By mapping the ERP unique ID to a custom external ID unique number field, Cloud Kicks can use this field to match records during data import or update operations, avoid duplicate records or incorrect data, and maintain data integrity between Salesforce and the ERP system.

Confirming that the custom matching rule is activated is the best way to resolve the issue of duplicate leads in Salesforce. A matching rule is a rule that defines how records are compared for duplicates based on fields and fuzzy logic. A custom matching rule is a matching rule that can be created and customized by users based on their needs and preferences. A custom matching rule must be activated before it can be used by duplicate rules or other features that prevent or allow duplicates. By confirming that the custom matching rule is activated, the admin can ensure that leads are matched according to their criteria and duplicates are detected and handled accordingly.

Adoption Dashboards Pack is the best feature to measure core Sales Cloud record data and track data trends and adoption after implementing Sales Cloud for a mid market sales team. Adoption Dashboards Pack is a package that contains pre-built dashboards and reports that show how users are adopting and using Salesforce features and functionalities, such as creating and updating records, logging activities, running reports, etc. By using Adoption Dashboards Pack, Universal Containers sales management can monitor and analyze core Sales Cloud record data such as accounts, contacts, opportunities, etc., and see how they change over time and across different dimensions.