Cloud Kicks (CK) recently decided to transition its business from spreadsheets to a Salesforce solution. CK leaders are excited about the capabilities of Salesforce. Each leader has different ideas…

Question

Options

• ACollaborate with stakeholders to examine and define CK's purpose, customers, metrics, and
• BDiscuss and document specific pain points in existing processes to inform future project
• CPreview potential Salesforce solutions and collect feedback from stakeholders on each option to

• A
  70% (40)
• B
  11% (6)
• C
  19% (11)

Explanation

The first discovery meeting should establish shared organizational context - purpose, customers, and success metrics - before diving into pain points or solutions. Option A aligns with this by collaborating to define the company's foundational 'why.' Option B (discussing pain points) is valuable but is a deeper-dive activity that comes after the big picture is understood. Option C (previewing solutions) is premature - showing solutions before requirements are defined leads to scope bias and stakeholders anchoring on a specific tool rather than articulating their true needs.

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