Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These
contractors change companies often, and CK wants to retain its company history through
Accounts.
What should the consultant recommend?
A. Use a custom object to represent the previous companies.
B. Implement the Contacts to Multiple Accounts feature.
C. Implement Person Accounts to represent the relationship.
B. Implement the Contacts to Multiple Accounts feature.
Explanation: The Contacts to Multiple Accounts feature in Salesforce allows a single
contact to be associated with multiple accounts, which is useful for situations where
individuals change companies or have multiple affiliations. For Cloud Kicks, this feature
enables tracking of contractors' historical company associations while maintaining a single
contact record for each individual. This method retains a complete history of each
contractor’s company associations over time, aligning with CK’s need to retain company
history.
For more on Contacts to Multiple Accounts, refer to: Contacts to Multiple Accounts
Overview.
Cloud Kicks (CK) frequently works with contractors who change companies often. CK
wants to retain the company history of these contractors through Accounts. To meet this
requirement, the consultant should recommend implementing the Contacts to Multiple
Accounts feature.
Key Points:
Contacts to Multiple Accounts Feature:
Benefits:
Why Other Options Are Less Suitable:
Option A: Using a custom object to represent previous companies is unnecessary
and complicates the data model when standard functionality exists.
Option C: Implementing Person Accounts is intended for organizations that deal
with individuals rather than businesses. It merges account and contact fields for
B2C scenarios, which doesn't align with CK's need to track contractors associated
with multiple companies.
Salesforce Sales Cloud References:
Relate a Single Contact to Multiple Accounts: Salesforce Help - Contacts to
Multiple Accounts
Setting Up Contacts to Multiple Accounts: Salesforce Setup Guide
By implementing the Contacts to Multiple Accounts feature, Cloud Kicks can effectively
manage contractors who frequently change companies while preserving their company
history through Accounts.