Northern Trail Outfitters (NTO) plans to maintain contact preferences for customers and employees. NTO has implemented the following:
1. Customers are Person Accounts for their retail business.
2. Customers are represented as Contacts for their commercial business.
3. Employees are maintained as Users.
4. Prospects are maintained as Leads.
NTO needs to implement a standard communication preference management model for Person Accounts, Contacts, Users, and Leads.
Which option should the data architect recommend NTO to satisfy this requirement?

Question

Northern Trail Outfitters (NTO) plans to maintain contact preferences for customers and employees. NTO has implemented the following:

1. Customers are Person Accounts for their retail business.

2. Customers are represented as Contacts for their commercial business.

3. Employees are maintained as Users.

4. Prospects are maintained as Leads.

NTO needs to implement a standard communication preference management model for Person Accounts, Contacts, Users, and Leads.

Which option should the data architect recommend NTO to satisfy this requirement?

Welber Santos de Oliveira · Accepted Answer

Use Individual objects to maintain the preferences with relationships to Lead, Person Account, and Users.

Welber Santos de Oliveira · Answer

Create custom fields for contact preferences in Lead, Person Account, and Users objects.

Welber Santos de Oliveira · Answer

Create case for contact preferences, and use this to validate the preferences for Lead, Person Accounts, and Users.

Welber Santos de Oliveira · Answer

Create a custom object to maintain preferences and build relationships to Lead, Person Account, and Users.

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