Certified Sales Cloud Consultant: Impact of Implementing Account Hierarchy

Impact of Implementing Account Hierarchy

Question

A consultant for Cloud Kicks Sales Cloud has proposed implementing an account hierarchy.

What impact could the redesign have on the org?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B

Implementing an account hierarchy in Salesforce Sales Cloud can have several impacts on the organization. Let's break down the options and explain each one in detail:

A. The value of all opportunities in an account hierarchy are visible on the parent account. This statement implies that when an account hierarchy is implemented, the parent account can display the cumulative value of all opportunities associated with its child accounts. This provides a consolidated view of the total opportunity value for the entire account hierarchy. It helps in analyzing the overall sales pipeline and forecasting at the parent account level.

B. The account hierarchy can be visualized from all levels in the structure. When an account hierarchy is implemented, users across different levels in the hierarchy can visualize the hierarchical relationship between accounts. This means that users can navigate through the hierarchy, viewing parent accounts, child accounts, and siblings. It provides a graphical representation of the relationships between accounts, making it easier for users to understand the organizational structure.

C. The ownership of an account determines the visibility of the account hierarchy. This statement suggests that the visibility of the account hierarchy is determined by the ownership of the account. In Salesforce, each record has an owner, and the visibility of records is controlled based on ownership and sharing settings. If this option is true, it means that only the owner of an account and users with appropriate sharing access would be able to see the account hierarchy. Other users without ownership or proper access would not have visibility into the hierarchy.

D. A user who owns an account at the bottom of the hierarchy has access to all parent accounts. This option implies that when a user owns an account at the bottom of the account hierarchy, they automatically gain access to view and potentially modify all parent accounts in the hierarchy. This access would allow them to navigate up the hierarchy and perform actions on the parent accounts, such as viewing their details, editing information, or associating records. It provides a top-down visibility and control for the user who owns an account at the lowest level of the hierarchy.

To determine the correct answer, it would be necessary to have a deep understanding of Salesforce Sales Cloud and the specific configuration and customization made within Cloud Kicks org. Each of these impacts could be enabled or disabled based on the organization's requirements and configuration choices. The correct answer may vary depending on the specific implementation details in the given Salesforce org.