The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationships.
Which two considerations should the consultant take into account? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AD
To answer this question, let's break down each consideration:
A. Account Hierarchy displays only the Accounts users have Read permission to view: The Account Hierarchy represents the hierarchical relationship between parent and child accounts. It allows users to visualize the organizational structure and relationships within an account. In this consideration, it states that the Account Hierarchy will only display accounts that the users have Read permission to view. This means that if a user does not have the appropriate permission to access certain accounts, those accounts will not be visible in the Account Hierarchy. This consideration highlights the importance of managing user permissions and ensuring that the sales reps have the necessary access rights to view and report on the desired account relationships.
B. Accounts can be organized into different divisions based on specific criteria: Salesforce provides the functionality to organize accounts into divisions based on specific criteria. Divisions are typically used to represent different geographical regions, product lines, or business units within an organization. By organizing accounts into divisions, the sales team can efficiently segment and manage their accounts. This consideration suggests that the consultant should consider leveraging divisions as a way to categorize accounts and facilitate better visibility and reporting of account relationships.
C. Account relationships are visible from Person Account records: In Salesforce, Person Accounts are a special record type designed to represent individual consumers rather than businesses. This consideration states that account relationships are visible from Person Account records. It implies that when viewing a Person Account record, the sales reps can easily see the relationships this account has with other accounts. This visibility is beneficial for understanding the connections and interactions between different accounts, enabling sales reps to effectively navigate the account landscape and make informed decisions.
D. A Person Account can be either a parent or child in the Account Hierarchy: The Account Hierarchy in Salesforce allows for the establishment of parent-child relationships between accounts. In this consideration, it mentions that a Person Account can be either a parent or child in the Account Hierarchy. This implies that a Person Account can be positioned at the top of the hierarchy, acting as a parent account, or it can be positioned as a child account beneath another parent account. This flexibility in assigning Person Accounts within the hierarchy provides additional options for structuring and representing account relationships.
Considering the given options, the two correct considerations are:
A. Account Hierarchy displays only the Accounts users have Read permission to view. This consideration emphasizes the importance of user permissions and highlights that the Account Hierarchy will only display accounts that users have the necessary permission to view.
C. Account relationships are visible from Person Account records. This consideration indicates that when viewing a Person Account record, sales reps can easily see the relationships this account has with other accounts, enhancing their understanding of the account landscape.
By taking these two considerations into account, the consultant can ensure that the sales team can easily show and report on account relationships while managing user permissions and leveraging the visibility provided by Person Account records.