Cloud Kicks | Multiple Account Association Solution | Certified Sales Cloud Consultant

Multiple Account Association Solution

Question

Cloud Kicks needs to associate some Contacts with more than one Account.

Which solution should a consultant recommend to meet this requirement?

Answers

Explanations

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A. B. C. D.

A

To meet the requirement of associating some Contacts with more than one Account, the recommended solution would be:

A. Use the Contact to multiple accounts feature.

Explanation: The "Contact to multiple accounts" feature in Salesforce allows a Contact record to be associated with multiple Account records. This feature provides a flexible and efficient way to handle scenarios where a Contact may have relationships with multiple organizations.

By enabling the Contact to multiple accounts feature, you can establish a direct relationship between a Contact and multiple Account records without duplicating the Contact information. This means that a single Contact record can be linked to multiple Accounts, reflecting the different relationships the Contact has with various organizations.

Here's how it works:

  1. Enable the Contact to multiple accounts feature in Salesforce by going to Setup.
  2. Once enabled, navigate to the Contact record you want to associate with multiple Accounts.
  3. In the Contact detail view, you will find a related list called "Related Contacts." This related list allows you to establish additional Account associations for the Contact.
  4. To add a Contact to multiple Accounts, simply click on the "New Contact Relationship" button within the "Related Contacts" related list.
  5. In the pop-up window, select the Account you want to associate with the Contact and provide any additional information required.
  6. Save the relationship, and the Contact will now be associated with multiple Accounts.

Using the Contact to multiple accounts feature provides a straightforward and efficient solution for Cloud Kicks to manage Contacts who have relationships with more than one Account. It avoids the need for duplicating Contact records or utilizing workarounds that might result in data inconsistencies.