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Question 232 - Certified Sales Cloud Consultant discussion

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Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.

What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?

A.
Create a junction object to link Accounts and Contacts.
Answers
A.
Create a junction object to link Accounts and Contacts.
B.
Designate a default account as the Contact's primary account.
Answers
B.
Designate a default account as the Contact's primary account.
C.
Add account relationships from the Contact record.
Answers
C.
Add account relationships from the Contact record.
Suggested answer: B

Explanation:

When enabling the Set Up Contacts to Multiple Accounts feature, it is essential to designate a default account as the Contact's primary account. This ensures that the primary relationship is clear, while still allowing the Contact to be associated with multiple accounts. Salesforce supports this feature natively, which eliminates the need for creating a custom junction object. By designating a primary account, you ensure data consistency and clarity in reporting and account management.

asked 23/09/2024
mark linde
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