A Service Cloud Consultant is engaged to help Cloud Kicks (CK) streamline its customer service...

The first step in any Salesforce Service Cloud implementation is requirements gathering and stakeholder engagement. Scheduling interviews with department leaders ensures that the consultant understands the current processes, pain points, and departmental goals before solution design.

This aligns with Salesforce’s Implementation Strategies best practices — to capture business requirements, validate them with stakeholders, and define measurable success criteria before configuration begins.

Option A occurs too late in the process, while Option B risks misalignment with actual business needs.

Referenced Salesforce Materials:

Service Cloud Consultant Exam Guide – Implementation Strategies Domain.

Salesforce Project Delivery Framework – Discovery and Requirements Phase.

Salesforce Help: “Engage Stakeholders and Gather Business Requirements.”