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My deck > Accounts and Contacts > Flashcards

Accounts and Contacts Flashcards

1
Q

controlled by Parent

A

child(ren) inherit same access as parent

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2
Q

Account for individual

A

Personal Accounts

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3
Q

Personal Account created during Lead conversion

A

when Company is blank

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4
Q

How to resolve duplicate Accounts

A

enable matching rules and duplicate rules

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5
Q

How to resolve duplicate Personal Accounts

A

enable matching rules and duplicate rules

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6
Q

How to link Contact to several Accounts

A

Contact Roles. Note only one role per contact per account

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7
Q

How to show Partner relationship to opportunity

A

assign Partner role for Partner Account. Can have different roles on different opportunities. Displayed in Partner related list on Opportunity and Partners related list on Account.

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8
Q

How to check for Personal Account vs Corporate Account

A

IsPersonAccount field, = true or false
This can be used for reporting or validation rules, etc.

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9
Q

Scenario: OWD for Contacts is Private. Sales rep can read, but needs edit. How to support edit?

A

Use ‘Share’ button to grant edit

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10
Q

Scenario: OWD for Accounts is Private. Sales Rep can view children. What is true

A

With access to parent, access to children needs to be granted manually.

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11
Q

Describe Account Team Sharing

A

gives visibility to account. but not necessarily related opp, cases, or contacts.

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12
Q

Person Account considerations

A

once enabled, Person Accounts can’t be disabled.
can’t have direct relationships with Contacts or Business Accounts.
are supported by duplicate management
can’t merge with Business Accounts but can merge with other Personal Accounts.

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13
Q

How to view relationships between Accounts?

A
  1. Parent Account field
  2. View Account Hierarchy button
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14
Q

Scenario: OWD for Opportutnity is Private, Sales reps above Sales Assoc in role hierarchy. How to give 5 sales assoc view and edit all opps owned by sales reps?

A

Create ownership-based sharing rule for Opp object that grants ‘Read/Write’ to public group of the 5.

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15
Q

Scenario: What settings to use to View and Edit Account and Activities in their region?

A

Private for Account, Controlled by Parent for Activity and Account sharing rules.

(Region indicates not all Accounts, otherwise Public Read Only rather than Private)

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16
Q

Parent Account is not available for Person Account page layout. Why?

A

Account Hierarchy is not supported for person accounts.

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17
Q

Scenario: Private OWD for all objects. How to support account owner to view and edit all related tasks and events?

A

Set OWD setting for Activity object to ‘Controlled by Parent’

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18
Q

Account Hierarchy does what?

A

Visualization levels of Accounts.

(no impact on access or relationship Account to Opp or Activities)

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19
Q

Summarize Access and Privacy Rights

A

Organization
* Username
* Password
* Login hours (Profile)– restrict
* Login IP range (Profile)– restrict

Object
* Profiles (CRED) – restrict
* Permission Sets – expand

Record
* OWD – restrict
* Roles – expand
* Sharing Rules – expand
* Teams – expand

Field
* Field Level Security (FLS)

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20
Q

What does an Account Team do?

A

shares on individual Account and access to its related contacts, opportunities, and Cases

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21
Q

Filtering of Reports

A

Roles, Owner, and Team

My Teams’

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22
Q

When Controlled by Parent is turned on what other sharing rules apply?

A

none.
Sharing rules have no impact when setting is on for object.

(Made available for custom objects with Master Detail lookup created)

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23
Q

How are Accounts and Contacts relationships shown

A

Accounts - related list for Contact
Contacts - lookup field for Account

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24
Q

Contact Roles do what?

A

relates contacts to accounts (1 to 1 is standard behavior, 1 to many with Contact Roles.)
can be different roles for different opportunity.
? 1 relationship to a given account
*Related List

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25
Q

Partner Roles do what?

A

*Defines the part that a partner account plays in a specific opportutnity or account
*Can have different roles for different opportunities or accounts
*When added to Partner Related List on Opp, Partner related list on Account is auto updated.

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26
Q

Transferring ownership on an Account

A

The Contact goes automatically
Opportunity is prompted
Cases is prompted

27
Q

3 Person Account considerations

A

*Once ‘Person Account’ is enabled, I can’t be disabled
*Person Accounts have their own page layouts that can include account and contact fields.
*Not all AppExchange packages support Person Accounts

28
Q

3 additional Person Account considerations

A

*Person accounts can’t be disabled
*Person accounts are supported by duplicate mgmt
*Person accounts can’t have direct relationships with Contacts.

29
Q

How to specify roles a contact plays with an account?

A

Enable ‘Contacts to Multiple Accounts’ feature

30
Q

Account hierarchies Considerations

A

*Account Site field can be used to distinguish office locations. (company office vs company store)
*Parent Account field can show different divisions

*Account Hierarchy list view is auto added to Account when account hierarchy created.
*Account Hierarchy page displays 2000 accts.

31
Q

Company has accounts that are large global customers. How should these be organized?

A

Location specific account model with account hierarchies.

32
Q

2 considerations for Partner Roles

A

*When added to Opp, they are auto added to Account
*One role per opp, different roles on different opp

33
Q

Scenario: OWD is Private. Small group to work on specific accounts, each user with View and Edit for assigned account, opp and cases. How to configure?

A

Create account team assigned to account granting Read/Write to account and any related opp and cases.

34
Q

Create 50 new contacts. What object and Id to use?

A

Contact object and Account Id

35
Q

Scenario: OWD is Private. Profile for CRE on Account and Opp. Role in role hierarchy. Sales Rep owning account not usually owner of opp. But need to view opp for acct. How to configure?

A

Edit role to give access to all opp for accounts they own.

(no Controlled by Parent for Opp object not, cases either,
exists for Contact, Activity, Order, Asset)

36
Q

How to identify main contact on opp?

A

In ‘Contact Roles’ on Opp object, one can be marked as primary.

37
Q

How to distinguish between Personal and Business accounts?

A

isPersonAccount field

38
Q

When mass ownership transfer of accounts is used, what is transferred?

A

Open opp and Open activities.

Cases are optionally transferred.
completed activities are not transferred.

39
Q

How to update 320 existing Accounts with subsidiary relationship?

A

Use Data Loader to update the subsidiary Accounts’ setting the Parent Account field

40
Q

Scenario: OWD Account is ‘Private’. Group of users should view accounts they own and view all children (hierarchies) regardless of ownership. How to configure?

A

For user with access to parent account, access to child account will need to be manually granted.

(Roles can use grant access using hierarchies.
Account hierarchies do not grant access, has no impact.)

41
Q

Need to ensure users can only create accounts of given record type. How to configure?

A

Create a profile for each user group. assign record types to profiles.

42
Q

Name 3 workspace elements can be configured declaratively for sales process.

A

*Activity Timeline
*Highlights Panel
*Path

43
Q

Name 2 examples of organizations likely to use Person Accounts.

A

*Personal Bank
*Fitness Gym

44
Q

If ‘Commitment’ custom related list is not visible after business accounts were converted into person accounts. What is possible issue?

A

‘Commitment’ related list is not added to Person Account object page layout.

45
Q

Duplicate contact records with different accounts. What can be done?

A

Implement Contacts to Multiple Accounts feature

46
Q

When a contact works on behalf of multiple organizations. How to configure?

A

Use Contacts to Multiple Accounts feature

47
Q

How to view all Contacts that belong to same Account hierarchy chain?

A

No customization needed. Parent account shows All Contacts, related to the Accounts in Account hierarchy. TEST

48
Q

When creating a Task record, what are considerations for Person Account?

A

Person account can be entered in Name field, Related To field, or both

49
Q

What are 3 considerations for Person Accounts similar to Conacts?

A

*Individual and mass emails can be sent to person accounts
*person accounts can be used in Name or Related to on Task or Event.
*Person accounts can be added to campaigns and have Campaign History related list.

50
Q

If a user can edit a parent account, what access will the user have for a child?

A

Child account may or may not be editable if the manager can edit the parent account.

51
Q

Account Hierarchies in use. A sales rep had access to the third level account only. He clicks ‘View Hierarchy’ and sees with Lightning Experience?

A

Only their account in the hierarchy.

In Lightning, display will not include accounts user doesn’t have access to. In Classic, account names will be displayed.

52
Q

Scenario: OWD Private for Contacts. A sharing rule grants Read to all contacts in the country. How to support occasional edit and add an attachment?

A

Use ‘Sharing’ button on Contact to grant Read/Write to sales rep.

53
Q

Scenario: OWD is Private for Account. Account Teams enabled. How to share all the contacts for the account?

A

Set OWD for Contact to ‘Controlled by Parent’

54
Q

What should OWD settings be to see Accounts and not see related opp?

A

Accounts to ‘Public Read Only’ and Opportunities to ‘Private’.

55
Q

2 Account Hierarchy considerations

A

*Person Accounts are not supported
*Parent Account is immediate parent, not top-level parent.

56
Q

2 considerations for Contacts for Multiple Accounts.

A

*when using ‘Contacts to Multiple Accounts’, each contact requires a primary account
*related Contacts related list on an account record can be used to create an indirect relationship between account and contact.

57
Q

When not all Leads are available in Person Account list view. What is possible reason?

A

Some Leads had the Company field populated.

(if Company is populated during Lead Conversion, a business account is created)

58
Q

Scenario: Sales reps A and B. They can’t see each other’s records. A can access his owned accts and related records. What is true if Account Team is used?

A

*A can let B view one account and no related contacts, opps, and cases
*A can let B edit all opps for one account

59
Q

Scenario: Opportunities are private. Sales reps have a custom profile. Many custom fields have been added to Opp. How to grant 2 users access to a custom field?

A

Configure field-level security in a permission set and assign it to the 2.

60
Q

Want Person Account with ‘Very Hot’ rating to only be edited by sales manager. How to define a validation rule for a Person Account.

A

Define a validation rule for Account object and include ‘IsPersonAccount’ field in the validation.

61
Q

Scenario: OWD is Public Read/Write for Account and Private for Opp. A created opp for acct owned by A. B is colleague. Can B view A’s opp?

A

B can’t view the opp in the related list at all.

62
Q

Scenario: Sales director would like to give access to opp and related features that would be useful. What is true?

A

*A custom sales process can be crated for Opp and guidance displayed
*A button can be added to show pipeline and close date predictions

( Closed Won opp list not possible. Any assoc rec list for opp not avail)

63
Q

With Account Teams, how to view access levels granted on Account in Lightning Experience?

A

use ‘Team Member Access’ action to check access levels.

64
Q

With ‘Contacts to Multiple Accounts’ active. How to relate a contact to multiple accounts?

A

Go to the Account, Add the contact to Related Contacts related list on the account.

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