Accounts/Contacts: Understand Account and Contact Relationships

Question 1

What are the Three Key Account and Contact Relationships?

Answer 1

Relationships between companies (accounts) and the people who work at them (contacts).

Relationships between customers (accounts) and coworkers who deal with them (other Salesforce users)

Relationships between your customers (accounts) and other customers (other accounts).

Question 2

what is it called when you relate a contact to more than one account ?

Answer 2

-Contacts to Multiple Accounts

Question 3

Contacts to Multiple Accounts is……

Answer 3

contacts might work with or own more than one company

Question 4

When you relate a single contact to multiple accounts, you can easily track………..

Answer 4

the relationships between people and businesses without creating duplicate records

Question 5

The account that appears in Account Name and is usually the company ……….

Answer 5

the contact is most closely associated with.

Question 6

Any other accounts associated with the contact that isnt under Account name represent ………….

Answer 6

indirect relationships

Question 7

You can define company relationships by using Account _______________

Answer 7

Hierarchies

Question 8

Salesforce can generate a family tree (Hierarchies) for your account if

Answer 8

If you’ve recorded the Parent Account for each account that has one,

Question 9

To view an account’s hierarchy, click…….

Answer 9

he Accounts tab and select an account. Click the hierarchy icon next to the account name.

Question 10

two basic choices when you’re deciding how to establish accounts for businesses with multiple locations are:

Answer 10

Global Enterprise Account

Location-Specific Accounts

Question 11

What is Global Enterprise Account?

Answer 11

It links all contacts, opportunities, cases, and so on to that single overarching (combined) account.

Question 12

What is the advantage of using Global Enterprise Account feature ?

Answer 12

Using one global account makes it easy to find that account’s records and to report on that account at the enterprise level.

Question 13

What is the disadvantage of using Global Enterprise Account?

Answer 13

But it’s harder to manage a large mass of information, and not being able to easily view the big picture might make it hard to see what each location needs

Question 14

What is Location-Specific Accounts?

Answer 14

Establish accounts for each location and create contacts, opportunities, cases, and so on separately for each location.

Question 15

What is the advantage of using Location-Specific Accounts feature?

Answer 15

With this option, you maintain more accounts and need to set up a few more complex reports to get the big picture.

Question 16

Recommended to establish accounts for each separate ____________ rather than combining all locations into a single global account.

Answer 16

location,

Question 17

Using account teams to define roles help to

Answer 17

enable the appropriate access to different account roles

Question 18

How can you set up your own personal Default Account Team?

Answer 18

In your personal settings.

Question 19

___________Teams are a shortcut that saves you from having to enter the same members into the same form over and over again.

Answer 19

Default

Question 20

If the same people usually work together, create a ————–

Answer 20

default account team and assign them to it.

Question 21

Add the entire default team to your account by selecting ————————-

Answer 21

Add Default Team from the Account Team related list action menu.

Question 22

To set up or edit a default account team:

Answer 22

Read on accounts

AND

Account owner or above the owner in the role hierarchy

Question 23

To add the account owner’s default account team to an account:

Answer 23

Read on accounts

AND

Account owner or above the owner in the role hierarchy