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Question 21 - Certified Advanced Administrator (CRT-211) discussion

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DreamHouse Realty manages Its accounts and contacts In Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with.

Hour should the administrator track third-party financial advisors and the customers they work with?

A.
Create a Hierarchical lookup on Account to track loan advisors' customers.
Answers
A.
Create a Hierarchical lookup on Account to track loan advisors' customers.
B.
Set up Contacts to Multiple Accounts for loan advisors.
Answers
B.
Set up Contacts to Multiple Accounts for loan advisors.
C.
Use a B2B Account Model to track loan advisors' customers.
Answers
C.
Use a B2B Account Model to track loan advisors' customers.
D.
Use a Hierarchical lookup on Contact to track loan advisors' customers,
Answers
D.
Use a Hierarchical lookup on Contact to track loan advisors' customers,
Suggested answer: B

Explanation:

Contacts to Multiple Accounts is a feature that allows administrators to relate a contact to multiple accounts without creating duplicate contacts for each account. This feature is useful for scenarios where a contact has business relationships with more than one account, such as consultants, brokers, or loan advisors. By setting up Contacts to Multiple Accounts for loan advisors at DreamHouse Realty, administrators can track which loan advisors work with which customers and which accounts without creating duplicate contacts for each account.

Reference: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_overview.htm&type=5

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asked 23/09/2024
Victor vila
37 questions
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