Creating a permission set that grants field service users access to the Order object is a granular and

secure way to provide the necessary data visibility. This allows for precise control over which users

have access to order data without impacting other profiles or requiring additional licenses.

Salesforce’s permission set documentation provides guidelines on how to grant specific access rights

to users, ensuring they have the information needed to perform their job functions effectively.

there are two possible approaches for Salesforce org strategy: single-org and multi-org. Each

approach has its pros and cons depending on the business needs, technology capabilities,

governance policies, and operational requirements of the organization.

The best recommendation for the CIO is to prioritize completing an in-depth org strategy analysis,

focused on the Business, Technology, Governance, and Operations requirements at SharpField. This

should include an assessment of the newly acquired company and any other acquisitions that

SharpField is considering. Additionally, the Solution Architect should recommend a single-org

strategy and the development of strict processes for all acquired companies to follow. This will

ensure that the Salesforce environment is organized, integrated, and secure. Finally, the Solution

Architect should recommend the development of required integration layers to move the required

shared data between instances of any and all acquired Salesforce instances.

https://www.salesforce.org/blog/develop-a-salesforce-org-strategy-to-achieve-a-unifiedexperience/

Salesforce DevOpsis a set of practices designed to help teams build, test, and release software faster

and more reliably. It stems from the need to combine the responsibilities of both software

development teams (‘Dev’) and operations teams (‘Ops’).

Salesforce DevOps Center is a new feature that enables admins and developers to manage releases

and collaborate on a single set of configuration and code using an elegant point-and-click interface. It

also integrates with version control, automates workflows, and releases withconfidence using CI

tools and the Metadata API.

Therefore, a Solution Architect should recommend setting up a source control based development

process that’s understood and followed by administrators and developers. This way, UC can ensure

that no work isoverridden in sandboxes or production, as well as improve team collaboration, code

quality, and deployment speed.

https://www.salesforceben.com/salesforce-devops/

To provide an end-to-end training environment for users to test functionalities, a new Marketing

Cloud Account Engagement business unit should be created. Recreating the configuration in this unit

and linking it to a full copy Sales Cloud sandbox allows for a comprehensive and isolated

environment that mirrors production. This enables users to explore and learn new features without

impacting live data or processes. Salesforce recommends the use of sandboxes for training and

testing purposes to ensure that users are adequately prepared for using new functionalities.

For UC's digital transformation and adoption of Agile methodology, ensuring smooth and timely

releases is crucial. The recommended practices are:

B) Create a regular sprint cadence across the different teams to demonstrate new functionality.

Establishing a consistent rhythm for sprints helps align team efforts, ensures regular progress

reviews, and facilitates the integration of new features. It fosters collaboration and keeps the project

on track.

C) Use the last sprint of the release to stabilize it and eliminate identified issues. Dedicating the final

sprint to stabilization and issue resolution is a best practice in Agile methodologies. It allows the

team to focus on quality assurance, performance testing, and user feedback, ensuring that the

release is robust and meets user expectations.

Salesforce and Agile methodology guides, such as those found on Salesforce Trailhead and in Agile

development literature, emphasize the importance of regular cadences and stabilization phases for

successful project delivery and continuous improvement.

Version control systems with CLI-based deployment tools (B) and scratch orgs with continuous

deployment tools (C) offer robust mechanisms for managing multiple development streams. These

methods support iterative development, ensure best practices in code integration, and facilitate a

smooth transition to UAT and production environments by maintaining code integrity and reducing

integration conflicts.

CRM Analyticsis a platform that provides advanced analytics and AI capabilities for Salesforce users.

It allows users to create interactive dashboards and visualizations, explore data with natural

language processing, and discover insights with predictive modeling.

https://www.salesforce.com/products/crm-analytics/overview/

CRM Analytics provides an enterprise-level, on-demand reporting solution that empowers users to

access, analyze, and act upon critical business data in real-time. It includes pre-built dashboards,

reporting tools, and data models to provide advanced analytics and insights. It can also be configured

to allow non-Salesforce users to access the reports.

Option D would involve discussing a strategy between the source organd target org Sales teams on

the criteria of Leads to migrate from the source org to the target org, and migrating Leads to the

target org after they are enriched in the source org. This would allow both Salesforce orgs to remain

independent from each other, while also enabling UC to use all Leads from one of the acquired

Salesforce orgs for its new targeted campaign. This would also preserve the value of Lead enrichment

that happens in the source org via third-party marketing tool.

https://trailhead.salesforce.com/credentials/b2bsolutionarchitect

Salesforce B2B Commerce is asolution that enables organizations to create ecommerce storefronts

that are specifically designed for businesses making large volume purchases from other businesses

online. B2B Commerce customers need easy online access to suppliers so they can buy products to

run their businesses.

B2B Commerce makes business buying easy and individualized. It provides the ability to exceed

expectations and hide business complexity for customers with features such as personal catalogs,

accurate pricing, large orders, quick reorders, self-service account management, and more.

Therefore, a Solution Architect should highlight that the B2B portal is meant to tackle more routine,

low-complexity sales, allowing the Sales team to focus on the more complex sales and priority

accounts. This way, UC can lower the cost of sales by automating simple transactions and freeing up

sales resources for higher-value opportunities.

A Solution Architect should also highlight that the B2B portal will help the company grow and expand

into new geographies where the company does not currently have a sales footprint, resulting in more

rewards for everyone. This way,UC can leverage its online presence to reach new markets and

customers without investing in physical infrastructure or personnel.

https://trailhead.salesforce.com/en/content/learn/modules/cc_cccapability/cc_ccbasics_b2b

Experience Cloud can provide dealers with a self-service portal to track opportunities and support

cases, while Revenue Cloud (which includes Salesforce CPQ) can enable dealers to get custom pricing

and generate quotes quickly. This combination meets all the outlined requirements, providing

visibility into the sales process and support activities, as well as enabling efficient quoting.

Salesforce's documentation on the capabilities of Experience Cloud and Revenue Cloud supports this

recommendation.