Identify Use Cases and Design Considerations for Social Accounts and Contacts. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · medium

   A global retail company manages franchise locations. Each franchise operates independently with its own billing address and local management team, but they all share a common brand and centralized marketing strategy. The sales team needs to report on total revenue across all franchise locations for a single brand, while franchise managers should only see their own location's data. What should the sales consultant recommend?

   • ACreate a separate account for each franchise location and a parent social account to roll up revenue, with sharing rules to restrict visibility per location.
   • BCreate one account per franchise and use a custom lookup field to relate them, then build a roll-up summary field for revenue.
   • CCreate a single account for the brand and use account teams to restrict which franchise manager sees which records.
   • DCreate a single account for the brand and use record types to differentiate franchise locations.
   Reveal Solution Discussion Select an answer first
2. 2application · medium

   A manufacturing company uses social accounts to manage its corporate parent and multiple plant locations. Each plant has a site manager, a safety officer, and a procurement lead. The sales team needs to see all contacts at all plants, but the plant managers should only see contacts at their own plant. What is the recommended approach for modeling contacts?

   • ACreate a separate account for each plant, but do not use a social account; instead, use a custom object to link plants to the parent.
   • BCreate all contacts under the parent social account and use contact roles to indicate the plant.
   • CCreate all contacts under the parent social account and use a custom field to indicate the plant.
   • DCreate contacts for each plant and associate them to the respective plant account, then use sharing rules to restrict plant managers to their plant's contacts.
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4. 3expert · hard

   A global engineering firm uses social accounts to manage its project accounts. Each project has a project manager, a lead engineer, and a client liaison. The firm wants to use contact roles to identify the project manager for each project, but the project manager role is also used at the parent account level for the overall client relationship. What is the best way to handle this?

   • AUse a custom field on the contact object to indicate the project manager role, avoiding the contact role picklist entirely.
   • BUse contact roles only on the parent account and use the title field on child account contacts to indicate the project manager.
   • CUse contact roles on both the parent and child accounts, but ensure the contact role picklist values are distinct enough to differentiate the parent-level and project-level roles.
   • DUse contact roles only on the child accounts and rely on the parent account's related contacts for the overall relationship.
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5. 4foundation · easy

   A company wants to track multiple retail locations that share a single brand and central marketing strategy, but each location needs its own sales data and local contacts. What is the primary benefit of using a social account structure for this scenario?

   • AIt eliminates the need for separate records for each location, reducing data duplication.
   • BIt automatically shares all data from the parent account with every location account.
   • CIt allows each location to be a separate account while still being associated with the parent brand account.
   • DIt restricts visibility so that only the parent account can see location data.
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6. 5foundation · easy

   A consultant is designing a social account structure. What is a key data model implication they must consider?

   • ASocial accounts cannot have custom fields or page layouts.
   • BSocial accounts must be a different record type from regular accounts.
   • CThe social account and its related accounts are all standard Account records, so custom fields and page layouts must be planned for each.
   • DSocial accounts require a custom object to store the parent-child relationship.
   Reveal Solution Discussion Select an answer first