Configuring Contacts and Accounts for Multiple Associations and Account-Level Activities
Question
Cloud Kicks wants to set up Contacts and Accounts, where Contacts can be associated to multiple Accounts. Additionally, Cloud Kicks wants the ability to identify where activities are happening at the Account level.
Which two configurations will allow this setup? (Choose two.)
Answers
Explanations
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A. B. C. D.CD
To set up Contacts and Accounts in a way that allows Contacts to be associated with multiple Accounts and identify where activities are happening at the Account level, the following two configurations can be used:
A. Set up Lookup fields on the Account for each tier of relationship: This configuration involves creating lookup fields on the Account object to establish the relationship between Contacts and Accounts. Since Contacts can be associated with multiple Accounts, you would need to create multiple lookup fields on the Account object to represent each tier of relationship. For example, you might have lookup fields called "Primary Contact," "Secondary Contact," and so on. By setting up these lookup fields, you can link Contacts to their respective Accounts and maintain multiple associations.
B. Add relevant fields for Account Contact Relationship to the page layouts: By adding relevant fields for the Account Contact Relationship to the page layouts, you enable users to view and manage the relationship between Contacts and Accounts easily. These fields can display information such as the primary Account, secondary Accounts, or any other relevant details related to the Contact's association with Accounts. This configuration allows users to quickly identify where activities are happening at the Account level for a Contact.
Explanation of the other options:
C. Enable the roll-up to a contact's primary account: This option is not directly related to the requirement of associating Contacts with multiple Accounts. Enabling roll-up summary fields on a Contact's primary Account would allow you to summarize data from related records, but it does not address the need for multiple Account associations.
D. Allow users to relate a Contact to multiple Accounts in Account settings: This option does not exist within Salesforce's standard functionality. Salesforce does not provide a built-in setting to allow users to directly relate a Contact to multiple Accounts. Instead, the approach would involve using lookup fields on the Account object, as explained in option A.
Therefore, the correct configurations to achieve the desired setup are: A. Set up Lookup fields on the Account for each tier of relationship. B. Add relevant fields for Account Contact Relationship to the page layouts.
