Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.
Which Salesforce feature should the consultant recommend to meet these requirements?
Click on the arrows to vote for the correct answer
A. B. C. D.C
In order to associate Person Accounts to business Accounts and/or Contacts in Salesforce Lightning Experience, the consultant should recommend using the "Contacts to Multiple Accounts" feature, which is option C.
Here's a detailed explanation of each answer choice:
A. Create a custom lookup from Accounts to Contacts: This option suggests creating a custom lookup relationship from the Accounts object to the Contacts object. However, this approach would not allow for associating Person Accounts to business Accounts, as lookup relationships are typically used for one-to-one relationships. Additionally, this option does not address the requirement of associating Person Accounts to Contacts.
B. Use a junction object between Accounts and Contacts: A junction object is typically used to create a many-to-many relationship between two objects. While this option allows for associating multiple Contacts to multiple Accounts, it doesn't specifically address the need to associate Person Accounts to business Accounts. Moreover, it doesn't cover the requirement of associating Person Accounts to Contacts.
C. Use the Contacts to Multiple Accounts feature: This option, which is the correct answer, addresses the requirement precisely. The "Contacts to Multiple Accounts" feature in Salesforce Lightning Experience allows for associating a single Contact with multiple Accounts. By enabling this feature, you can link a Person Account to a business Account and/or Contact, fulfilling the requirement of associating Person Accounts to both business Accounts and Contacts.
D. Create a reverse lookup from Contacts to Accounts: This option suggests creating a reverse lookup relationship from the Contacts object to the Accounts object. While this approach might help establish a link between Contacts and Accounts, it does not specifically address the requirement of associating Person Accounts to business Accounts. Furthermore, it doesn't cover the need to associate Person Accounts to Contacts.
To summarize, option C, "Use the Contacts to Multiple Accounts feature," is the recommended choice as it allows for associating Person Accounts to business Accounts and/or Contacts, fulfilling the requirements stated in the question.