What should the consultant do first?

It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As the team performs data cleansing, productivity has been impacted, leading to inefficiency and low adoption.

What should the consultant do first?
A . Install and configure a data cleansing app from AppExchange.
B . Create a data management plan and a data quality dashboard.
C . Use Duplicate Rules to identify and report data quality issues.

View Answer

Answer: B

Explanation:

Before implementing specific tools or features like data cleansing apps, the best practice is to first establish a data management plan along with a data quality dashboard. This approach will help Universal Containers define standards for data accuracy, completeness, and consistency. A well-crafted data management plan allows the sales operations team to outline procedures for data maintenance, cleansing, and regular audits. Additionally, creating a data quality dashboard will provide visibility into key data metrics, enabling the team to track and address issues proactively. This structured approach lays a foundation for ongoing data quality improvements and supports user adoption by reducing inefficiencies and maintaining data integrity across high volumes of records