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Question 235 - Certified Data Architect discussion

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A large automobile manufacturer has decided to use Salesforce as its CRM. It needs to maintain the following dealer types in their CRM:

Local dealers

Regional distributor

State distributor

Service dealer

The attributes are different for each of the customer types. The CRM users should be allowed to enter only attributes related to the customer types. The processes and business rules for each of the customer types could be different.

How should the different dealers be maintained in Salesforce?

A.
Use Accounts for dealers, and create record types for each of the dealer types.
Answers
A.
Use Accounts for dealers, and create record types for each of the dealer types.
B.
Create dealers as Accounts, and build custom views for each of the dealer types.
Answers
B.
Create dealers as Accounts, and build custom views for each of the dealer types.
C.
Use Accounts for dealers and custom picklist field for each of the dealer types
Answers
C.
Use Accounts for dealers and custom picklist field for each of the dealer types
D.
Create Custom objects for each dealer types and custom fields for dealer attributes.
Answers
D.
Create Custom objects for each dealer types and custom fields for dealer attributes.
Suggested answer: A

Explanation:

According to Trailhead2, record types are a feature that allows administrators to create different business processes, page layouts, and picklist values for different types of records within an object. Record types can be used to maintain different dealer types in Salesforce by creating record types for each of the dealer types and assigning them appropriate attributes, processes, and rules. Option A is the correct answer because it suggests using Accounts for dealers, and creating record types for each of the dealer types. Option B is incorrect because creating dealers as Accounts, and building custom views for each of the dealer types does not allow CRM users to enter only attributes related to the customer types, nor does it enable different processes and business rules for each of the customer types. Option C is incorrect because using Accounts for dealers and custom picklist field for each of the dealer types does not allow CRM users to enter only attributes related to the customer types, nor does it enable different processes and business rules for each of the customer types. Option D is incorrect because creating Custom objects for each dealer types and custom fields for dealer attributes can be unnecessary and complex, as it requires creating multiple objects and relationships instead of using the standard Account object.

asked 23/09/2024
Shahir Kazmi
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