Explain the Various Methods for Establishing Relationships Between Accounts and Contacts. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

Questions 11–15

1. 11foundation · easy

   What is the purpose of assigning a role to an account-contact relationship?

   • ATo automatically create a new account
   • BTo determine the contact's email preferences
   • CTo specify the nature of the relationship, such as decision maker or influencer
   • DTo control which users can edit the contact record
   Reveal Solution Discussion Select an answer first
2. 12application · medium

   A sales operations manager wants to provide a single view for sales reps to see all the relationships a contact has with various accounts, including the role the contact plays in each. They also want to ensure that reps can only see relationships for accounts they own. What feature should the manager use?

   • AAccount Contact Relationships with appropriate sharing settings.
   • BA workflow rule to email the rep a list of relationships.
   • CA custom report on the Contact object.
   • DThe account hierarchy feature.
   Reveal Solution Discussion Select an answer first
4. 13application · medium

   A sales team is working on a complex deal with multiple stakeholders at a single account. They want to record that one contact is the 'Economic Buyer', another is a 'Technical Evaluator', and a third is a 'Coach'. Where should this information be recorded?

   • AIn the 'Roles' field on each contact's Account Contact Relationship record.
   • BIn the 'Name' field of the Account Contact Relationship record.
   • CIn the 'Description' field on each contact record.
   • DIn the 'Title' field on each contact record.
   Reveal Solution Discussion Select an answer first
5. 14foundation · easy

   Which of the following is an example of a role that can be assigned to an account-contact relationship?

   • ACampaign Owner
   • BData Steward
   • CDecision Maker
   • DSystem Administrator
   Reveal Solution Discussion Select an answer first
6. 15foundation · easy

   How does an indirect relationship between an account and a contact typically manifest in Salesforce?

   • AThe contact is listed as a child in the account hierarchy
   • BThe contact appears on a related list of the account through a shared object
   • CThe contact's Account field is set to the account
   • DThe contact is automatically added to the account's campaign
   Reveal Solution Discussion Select an answer first