Account and Contact Management Flashcards
In Lightning Experience, what objects can contact roles be added to?
Opportunities, Cases, Contracts
How many accounts can be displayed on the Account Hierarchy page?
2,000
How can the Account Site field be used?
To distinguish different office locations for the same company.
How can account team member access be viewed?
Using the Team Member Access button
(There is no Account Team Access button)
When Contacts to Multiple Accounts is enabled how can a contact be related to an account that is not that contact’s primary account?
Add the contact to the Related Contacts related list on the secondary account.
Does a person account take the same storage space as a business account?
No - It takes more because a person account creates an account and a contact.
Can person accounts be disabled?
No - once enabled Person Accounts cannot be disabled.
Can person accounts have a direct relationship to business accounts?
No - person accounts cannot have a direct relationship with another account. However, Contacts to Multiple accounts can be enabled to allow indirect relationships between a person account and another person account, business account or contact.
How can person accounts be related to tasks?
By using the Name field or the Related field or both.
Which related list on the Account detail page is used to specify the part played by a contact in an account?
Related Contacts related list
What is the OWD setting for contacts after person accounts have been enabled?
Controlled by Parent
Which OWD settings allow account owners to view and edit related contacts and opportunities?
Public read write and Controlled by Parent
Which object permission should a user have to view accounts shared manually by the account owner?
Read
Person accounts cannot have direct relationships with what objects?
Accounts and Contacts - Contacts to Multiple Accounts can be enabled to allow for an indirect relationship.
