Certified Sales Cloud Consultant: Certified Sales Cloud Consultant

Meeting Requirements for Cloud Kicks Sales Divisions

Question

Cloud Kicks has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have their own user profiles. The franchise sales division sales reps are unable to create person Accounts, and they should only be able to set up franchise Accounts.

What should the consultant recommend to meet this requirement?

Answers

Explanations

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A. B. C. D.

C

To meet the requirement of allowing the franchise sales division sales reps to only create franchise accounts and not person accounts, the consultant should recommend the following approach:

Answer: D. Hide the person Account checkbox from the franchise sales division's sales rep user profile through field-level security.

Explanation: Field-level security allows you to control the visibility and editability of fields on an object-by-object basis. In this case, the consultant should recommend hiding the person Account checkbox from the franchise sales division's sales rep user profile to prevent them from creating person accounts.

Here's a detailed explanation of why the other options are not the best choices:

A. Utilize divisions to hide person Accounts from the franchise sales division's sales rep user profile. Divisions are typically used to organize data within an organization based on different criteria, such as geographic location or product line. They are not intended for controlling user access to specific features or functionality. Therefore, utilizing divisions would not be the recommended approach for hiding person accounts from the franchise sales division's sales reps.

B. Ensure that the "Disable Person Accounts" permission on the franchise sales division's sales rep user profile is checked. The "Disable Person Accounts" permission is used to disable the creation of person accounts for all users in the organization. Enabling this permission would affect all users, including those in the public sales division who may still require the ability to create person accounts. Therefore, it is not a suitable solution for restricting the franchise sales division's sales reps from creating person accounts.

C. Remove person Account record types from the franchise sales division's sales rep user profile. Record types are used to define different business processes or sets of picklist values for a particular object. Removing person account record types from the franchise sales division's sales rep user profile would not restrict them from creating person accounts. It would simply limit their access to specific record types but not prevent them from creating person accounts under other record types.

Therefore, option D is the most appropriate solution as it specifically targets the franchise sales division's sales rep user profile and restricts their ability to create person accounts by hiding the person Account checkbox through field-level security.