Business Accounts & Contacts Flashcards
Person accounts vs Business Accounts
Business accounts store information about companies. Person accounts store information about individual people.
Person accounts are similar to business accounts, but because they’re meant to record information about an individual person, person accounts don’t have their own contacts.
What are Accounts?
Use accounts to store information about customers or individuals you do business with.
What are Contacts?
- store information about the people you do business with.
- usually associated with an account, but can also be associated with other records such as opportunities
- Can enable Contacts to Multiple Accounts
What are Contact roles?
Contact roles specify the part that each contact plays in an account: Sales, case, contract, or opportunity. So your teams can contact the most appropriate contact
What conditions should a user meet to be able to change the account that’s associated with a contact?
- The user must have access to the contact + be the owner of the target account, or
- The user must be the owner of the contact
- or have access to contact + to the target account
- The user must be the manager of the owner in the role hierarchy, or
- The admin
If you change an existing Account “Name field” without changing any other settings
New Cases and opportunities are associated with the new accounts or with the previous account?
- New cases and opportunities that are created for the contact are associated with the new account.
If you change an existing Account “Name field” without changing any other settings
Are previous Cases and opportunities redirected with the new accounts or do they remain associated with the previous account?
- Cases and opportunities that are associated with the contact remain associated with the previous account and don’t roll up to the new account.
in Lightning Experience, what maximum contacts can be displayed on the Contact Hierarchy page?
up to 2,000 contacts
What options related to “contacts” are not available in Salesforce mobile
- You can’t view the contact hierarchy.
- Activity logs aren’t created when you use the icon to send emails.
- You can’t add a contact to a campaign.
- You can’t merge contacts.
- You can’t use the Salesforce mobile app to edit or delete a person account from a contact list view or related list.
- You can’t add contacts from Data.com or clean contact records with Data.com Clean.
How can an Admin help users create an Account Team?
Admin must Enable account teams so that reps can create and maintain teams for their accounts.
Path: Setup/Account Team Settings → Enable Account Teams.
Note: Select the account page layouts where you want to include the Account Team Member related list
A sales user wants to check the “News” of one of his contact to find Twitter or other related news to prepare for a meeting. But He can’t see any news, why?
Before your users can view News, the admin must enable it for the organization.
Sales Director wants his team to review all their accounts News before a meeting.
What should the admin set up? and how?
The Admin must Enable “ News” in the account settings
Path: Setup/Account Settings → Select Enable News.
‼ Make sure that the News component is on your page layouts. Once Enabled Each User must configure their social media accounts in their personal settings to see Social Media News
What are the three types of relationships between people and the accounts that you’re tracking?
- Relationship Btw accounts and their contacts
- Contacts to multiple accounts ( track direct relationship with the primary contacts account and Indirect relationships)
- Relationships between customers (accounts) and coworkers ( Using account teams)
In the case of a Contact with Multiple accounts relationships. What type of accounts can exist?
- The Direct Relationship that the contact has with its primary account (only 1)
- The Indirect relationships that the contact has with other accounts (1+)
What should an Admin do to allow its team to use and track “contacts to Multiple accounts” relationship?
An administrator must enable Contacts to Multiple Accounts so your company can use it.
What is “Account Hierarchy”?
different Company locations or branches can be organized with account Hierarchy.
By Selecting a Parent account” for various offices SF will generate a family tree
What is the best practice when deciding to establish accounts for businesses with multiple locations?
- Create a global account and link all contacts, opportunities, cases
- Create Location-Specific Accounts
Creating Location-Specific Accounts is a best practice.
Note: create contacts, opportunities, cases, and so on for each location. you can take advantage of account ownership, hierarchies, specific sharing settings, and more granular reporting. You can also more easily track and report on opportunities, cases, and other interactions for each account.
What is an Account Team, and what are its features?
- Users with different roles & departments can collaborate on the same account easily
- Customize levels of access to the account and its opportunities and cases for each user
- If the same people usually work together, create a default account team
- The Admin must Enable & and set up the roles that each team member can be assigned
What two types of account-contact relationships can you see in Contacts to Multiple Accounts?
A.Positive and negative
B.Parent and sibling
C.Master and Indirect
D.Direct and indirect
E.Complete and incomplete
D. Direct and indirect
The Direct relationship is linked to the master account
How do you set up the account hierarchy?
A. Ask an administrator to set it up for you.
B. Add a Parent Account to the account’s record.
C. Record the parent account’s name in a Note on the account.
D.Write it on a sticky note and put it on your desk.
B. Add a Parent Account to the account’s record.
Who should be on your personal Default Account Team?
A.Coworkers from your department who want to know how you achieve all your success
B.All the contacts for all your accounts
C.Coworkers you usually work with on your accounts
D.Customers who responded positively to the last marketing campaign
