Explain the Various Methods for Establishing Relationships Between Accounts and Contacts. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1foundation · easy

   Which field on an account record is used to establish a parent-child relationship between accounts?

   • AAccount Number
   • BAccount Owner
   • CParent Account
   • DBilling Address
   Reveal Solution Discussion Select an answer first
2. 2expert · hard

   A sales operations manager is designing a process for a new sales team. They want to ensure that when a sales rep views an account, they can see all contacts associated with that account, including those who are not directly employed by the account (e.g., partners, consultants). They also need to see the role each contact plays. The manager is concerned about data visibility and wants to ensure that reps only see relationships for accounts they own. What is the most appropriate configuration?

   • AUse a custom object to store relationships and set its OWD to Public Read Only.
   • BUse a workflow rule to copy contacts from child accounts to the parent account.
   • CUse the account hierarchy to show all contacts from child accounts on the parent account.
   • DUse Account Contact Relationships with the OWD set to Private and a sharing rule based on account ownership.
   Reveal Solution Discussion Select an answer first
4. 3application · medium

   A sales manager wants to see at a glance who the 'Decision Maker' is for a key account, as well as who the 'Influencer' is. The team has already established direct relationships with the contacts. What is the most efficient way to capture this information?

   • ACreate separate contact records for each role.
   • BUse the 'Roles' field on the Account Contact Relationship record.
   • CUse the contact's Title field to indicate their role.
   • DAdd a custom text field on the contact record called 'Role at Account'.
   Reveal Solution Discussion Select an answer first
5. 4expert · medium

   A user is looking at a contact record and sees the 'Account' field is set to 'Acme Corp'. The user also sees an 'Account Contact Relationships' related list that includes 'Acme Corp' and 'Beta Inc'. The user wants to know which relationship is 'direct' and which is 'indirect'. What is the correct interpretation?

   • AThe relationship with 'Beta Inc' is direct, and the relationship with 'Acme Corp' is indirect.
   • BThe relationship with 'Acme Corp' is direct, and the relationship with 'Beta Inc' is indirect.
   • CBoth relationships are indirect.
   • DBoth relationships are direct.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   If a user does not have access to an account-contact relationship record, what is the likely impact?

   • AThe user can see the relationship but only in reports
   • BThe user cannot see the relationship in related lists or reports
   • CThe user can still see the relationship but cannot edit it
   • DThe user can see the relationship but only in the mobile app
   Reveal Solution Discussion Select an answer first