Salesforce Certified Sales Cloud Consultant — Question 207

During the Discovery phase of a Sales Cloud implementation, which three steps should a consultant complete to prepare for a successful engagement? (Choose two.)

Answer options

• A. Create implementation plan.
• B. Set project milestones.
• C. Define sales processes.
• D. Establish project goals.
• E. Define success metrics.

Correct answer: A, B, E

Explanation

Creating an implementation plan and setting project milestones are crucial for defining the project's roadmap and timelines. Defining success metrics is also important, but it is not among the two selected options. The other options, while relevant, do not directly contribute to the immediate preparation needed in the Discovery phase.