Create a Single View of Contacts in Salesforce's Sales Cloud | Cloud Kicks

Single View of Contacts for Account Hierarchy Chain | Salesforce Sales Cloud Consultant Exam

Question

Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain.

How should the Consultant meet this requirement?

Answers

Explanations

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A. B. C. D.

D

To meet the requirement of allowing a single view of Contacts that belong to the same Account Hierarchy chain in Cloud Kicks, the Consultant can choose option C: Navigate to the Account Hierarchy page to view all related Contacts.

Here's a detailed explanation of why this option is the correct choice:

A. Navigate to the default Contact Hierarchy Lightning Component on the parent Account. This option suggests using the default Contact Hierarchy Lightning Component on the parent Account. However, the Contact Hierarchy Lightning Component displays only the direct hierarchy of Contacts under the parent Account. It does not provide a view of Contacts across the entire Account Hierarchy chain, as required in the question. Therefore, option A is not the correct choice.

B. Enable the View All Child Contacts feature. This option mentions enabling the "View All Child Contacts" feature. However, Salesforce does not have a specific feature with this name. It is possible that this option may be confusing or a misrepresentation of a Salesforce feature. Without further details or clarification, it is difficult to determine the validity of this option. Therefore, option B is not a clear or reliable choice.

C. Navigate to the Account Hierarchy page to view all related Contacts. This option suggests navigating to the Account Hierarchy page to view all related Contacts. In Salesforce, the Account Hierarchy page displays the hierarchical relationship between Accounts, including parent and child Accounts. By navigating to this page, users can view all related Contacts across the entire Account Hierarchy chain. This option aligns with the requirement stated in the question, making it the correct choice.

D. Create a report to display all related Contacts. This option proposes creating a report to display all related Contacts. While creating a report can be a valid approach in many scenarios, it may not be the most efficient or user-friendly solution for providing a single view of Contacts in an Account Hierarchy chain. Reports are typically used for data analysis and may require additional steps for users to access and interact with the desired information. Therefore, option D is not the most appropriate choice for meeting the requirement.

In summary, option C is the best choice among the provided options as it aligns with the requirement of allowing a single view of Contacts that belong to the same Account Hierarchy chain. By navigating to the Account Hierarchy page, users can view all related Contacts across the entire Account Hierarchy chain in Cloud Kicks.