Sometimes, sales reps need to create contacts without accounts based on business processes.
What should the consultant take into consideration about these contacts?
Click on the arrows to vote for the correct answer
A. B. C. D.B
When sales reps need to create contacts without accounts based on business processes, there are certain considerations that the consultant should keep in mind. Let's go through each answer option to understand the implications:
A. Contacts without accounts need to be manually shared: This answer suggests that contacts without accounts need to be manually shared. However, in Salesforce, sharing is typically controlled by the ownership and access settings of records. If a contact without an account is created, the ownership of the contact would determine who has access to it. Manual sharing is not a standard requirement for contacts without accounts. Therefore, option A is not the correct answer.
B. Contacts without accounts are private and only the owner and admin can view them: This answer implies that contacts without accounts are private and only the owner and administrators can view them. In Salesforce, record visibility and access can be controlled through various mechanisms such as sharing settings, roles, profiles, and permission sets. However, contacts without accounts are not inherently private. The visibility of contacts without accounts can be controlled based on the organization's specific requirements and sharing settings. Therefore, option B is not the correct answer.
C. Contacts without accounts need to be shared through sharing rules: This answer suggests that contacts without accounts need to be shared through sharing rules. Sharing rules in Salesforce allow organizations to extend access to specific records or groups of records to users who would not have access based on their ownership or role hierarchy. Sharing rules can be based on criteria such as record attributes or user attributes. If an organization has specific sharing requirements for contacts without accounts, sharing rules can be set up to provide access to appropriate users. Therefore, option C could be the correct answer.
D. Contacts without accounts are shared through the Role Hierarchy: This answer states that contacts without accounts are shared through the role hierarchy. In Salesforce, the role hierarchy is a representation of an organization's reporting structure. It determines the level of access users have to records owned by individuals below them in the hierarchy. However, contacts without accounts do not have a direct relationship with the role hierarchy. The role hierarchy primarily governs access to accounts and opportunities. Therefore, option D is not the correct answer.
Considering the explanations provided above, the most appropriate answer would be option C: Contacts without accounts need to be shared through sharing rules. While other access control mechanisms like ownership, profiles, and permission sets can also impact the visibility of contacts without accounts, sharing rules provide a specific way to extend access to these records based on predefined criteria and requirements.