Identify Use Cases and Design Considerations for Social Accounts and Contacts. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

Questions 11–13

1. 11application · medium

   A software company sells to large enterprises that have multiple divisions, each with its own IT procurement team. The sales team wants to track opportunities at the division level while still seeing the overall enterprise relationship. What is the recommended use of social accounts?

   • ACreate a single account for the enterprise and use a custom object to track divisions and opportunities.
   • BCreate a single account for the enterprise and use opportunity record types to differentiate divisions.
   • CCreate a parent social account for the enterprise and child accounts for each division, then associate opportunities with the child accounts.
   • DCreate a separate account for each division but do not link them to a parent account.
   Reveal Solution Discussion Select an answer first
2. 12expert · hard

   A large retail chain is planning to implement social accounts to manage its store locations. Each store has a store manager, an assistant manager, and a regional manager. The company wants to track sales at the store level while also seeing regional and national performance. The regional managers should see all stores in their region, but store managers should only see their own store. What is the most important design consideration?

   • ADesigning the account hierarchy so that regional managers have access to all child accounts in their region via sharing rules.
   • BSetting the organization-wide default for accounts to Public Read Only and relying on the role hierarchy for visibility.
   • CCreating all contacts under the parent account and using contact roles to indicate the store.
   • DCreating a separate account for each store and using a custom field to indicate the region.
   Reveal Solution Discussion Select an answer first
3. 13application · medium

   A consulting firm wants to use social accounts to group a client's subsidiary companies. The subsidiaries have different security requirements: some data must be visible to all consultants, while other data is restricted to specific project teams. What is the most important design consideration the consultant should evaluate before implementing social accounts?

   • AWhether the parent account should be a person account or a business account.
   • BHow record sharing and visibility rules will be configured for the parent and child accounts.
   • CHow many custom fields will be needed on the account object to capture subsidiary-specific data.
   • DWhether the subsidiaries should be modeled as accounts or as contacts under a single account.
   Reveal Solution Discussion Select an answer first