What must a consultant synchronize to Salesforce before activating Sales Agreements?

To activate Sales Agreements in Salesforce, it is crucial for a consultant to synchronize historical data from the ERP system. This synchronization ensures that the foundation for sales agreements is built on accurate and relevant data, reflecting past transactions, customer preferences, pricing, and inventory levels.

Historical data allows Salesforce users to create sales agreements that are aligned with actual business conditions and customer behaviors, leading to more informed decision-making and forecasting. By integrating this historical context, sales teams can better understand their customer relationships and potential future sales, ultimately enhancing the effectiveness of their agreements.

Having this data synchronized is essential for maintaining consistency between the ERP and Salesforce, ensuring that any agreements created are based on a comprehensive view of customer history and business trends. Thus, synchronizing historical data is a foundational step in the process of managing Sales Agreements successfully.