Selecting Fields to Display is what the associate should do to add the missing key columns to the custom Contact list view. Selecting Fields to Display is a feature that allows the user to choose which fields to show as columns in the list view, and in what order. The user can select up to 15 fields to display, and drag and drop the fields to rearrange the column order. Editing list filters is a feature that allows the user to apply one or more criteria to filter the records that are displayed in the list view. The user can select a field, an operator, and a value for each filter, and combine multiple filters with AND or OR logic. Editing sharing settings is a feature that allows the user to control the access and visibility of records for different users and groups. The user can define the organization-wide default, role hierarchy, sharing rules, and manual sharing for each object.

Declarative tools in Salesforce allow for process automation without the need for code. These tools, such as Process Builder, Flow Builder, and Approval Processes, enable users to configure automation that spans multiple divisions like sales and service. This approach is user-friendly, cost-effective, and faster to implement compared to programmatic solutions.

B . Programmatic: Programmatic approaches (e.g., Apex code) should be used when declarative tools cannot meet specific complex requirements.

C . Third-party consulting services: While consulting services may assist with implementation, exploring Salesforce's native tools should be the first approach.

Reference from Salesforce Documentation:

Declarative vs. Programmatic Development

Process Automation Overview

The cloud that will decrease the number of incoming calls, empower customers, and increase satisfaction for the insurance call center is Experience Cloud. Experience Cloud is a product that allows companies to create digital experiences for their customers, partners, and employees, such as websites, portals, forums, and mobile apps. Experience Cloud helps the insurance call center to provide self-service options, such as FAQs, knowledge articles, chatbots, and case management, to its customers, so that they can find answers and solutions on their own, without having to call the agents. This reduces the call volume and improves the customer satisfaction and loyalty.

Using the global search box is the best way to search the account records for the desired business using the fewest clicks. The global search box is a feature that allows the user to search for records across multiple objects and fields using keywords or phrases. The global search box also supports wildcards, operators, and filters to refine the search results. For example, the user could enter ''Get*'' in the global search box to find all account records that start with ''Get''. Using a list view of all accounts would not work, because a list view is a filtered set of records that display data in a tabular format. A list view does not support wildcards or operators, and it requires more clicks to apply filters and sort the records. Using a report of all accounts would not work, because a report is a tool that displays data from one or more objects in a tabular or graphical format. A report does not support wildcards or operators, and it requires more clicks to create, run, and filter the report.

The Salesforce products that best suit GCC's needs are Sales Cloud, Service Cloud, and Marketing Cloud.Sales Cloud helps GCC communicate its products and services to its prospective customers, improve its sales pipeline forecast and management, and achieve its quarterly revenue goals6.Service Cloud helps GCC offer support to customers through its website, phone, email, chat, and social media channels7.Marketing Cloud helps GCC create personalized customer journeys across email, mobile, social, web, and more