Read-Only Access to an Account: Adding Tasks and Events - Salesforce Exam ADX-201

Can You Add a Task or Event to an Account?

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Question

You have Read Only access to an account, can you add a task or event to the account?

Answers

Explanations

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A. B.

B.

As a user with Read Only access to an account in Salesforce, you cannot add a task or event directly to the account. Read Only access means that you can view the account's information but cannot make any changes to it, including adding new records such as tasks or events.

However, there are a few ways you can indirectly add a task or event to an account even with Read Only access. One way is to create a task or event related to a contact or opportunity associated with the account. When you create a task or event related to a contact or opportunity, it will also be visible on the account record as long as the account has a relationship with that contact or opportunity.

Another option is to request Edit access to the account from an administrator or user with higher-level permissions. Once you have Edit access, you will be able to add tasks and events to the account directly.

In summary, the answer to the question is B. False, as you cannot add a task or event directly to an account with Read Only access.