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Question 264 - Certified Sales Cloud Consultant discussion

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Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships.

What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?

A.
Use Contacts for retail customers and use Accounts to maintain relationships.
Answers
A.
Use Contacts for retail customers and use Accounts to maintain relationships.
B.
Enable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.
Answers
B.
Enable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.
C.
Create a custom field to establish relationship and create files among Person Accounts.
Answers
C.
Create a custom field to establish relationship and create files among Person Accounts.
Suggested answer: B

Explanation:

When implementing Person Accounts and supporting many relationships between customers in Salesforce, the consultant should consider enabling Contacts to Multiple Accounts. This feature allows for the creation of indirect relationships between two or more Person Accounts, which is ideal for tracking household relationships, referrals, and other connections. It provides a flexible way to manage complex relationships without needing to create custom fields or objects.

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asked 23/09/2024
Jana Rutrich
29 questions
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