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Salesforce ADX-211 Exam - Topic 9 Question 47 Discussion

DreamHouse Realty manages Its accounts and contacts In Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with.Hour should the administrator track third-party financial advisors and the customers they work with?
A) Create a Hierarchical lookup on Account to track loan advisors' customers. and C) Use a B2B Account Model to track loan advisors' customers.
B) Set up Contacts to Multiple Accounts for loan advisors.
D) Use a Hierarchical lookup on Contact to track loan advisors' customers,

Salesforce ADX-211 Exam - Topic 9 Question 47 Discussion

Actual exam question for Salesforce's ADX-211 exam
Question #: 47
Topic #: 9
[All ADX-211 Questions]

DreamHouse Realty manages Its accounts and contacts In Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with.

Hour should the administrator track third-party financial advisors and the customers they work with?

Show Suggested Answer Hide Answer
Suggested Answer: A, C

Two options that the administrator should use to meet these criteria are:

Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a specific role or in roles below that role in the hierarchy. In this case, you can share records with roles and subordinates of the finance director role, which includes all the members of the finance team.

Create a criteria-based sharing rule where the won field = true. This option allows you to grant access to records based on certain field values or formulas. You can create a criteria-based sharing rule on opportunities that grants access to records where the won field is true, which means that the opportunity stage is closed won.

The other two options are incorrect because:

Make an owner-based sharing rule where the won field = true is not an option because owner-based sharing rules do not allow you to specify field values or formulas as criteria. Owner-based sharing rules only allow you to share records based on who owns them or what role or group they belong to.

Select all opportunities owned by the sales manager role is not an option because it does not meet the criteria of sharing all closed won opportunities. It only shares opportunities that are owned by users who are in the sales manager role, regardless of their stage.


by Earleen at May 29, 2024, 03:39 AM

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Jaime
6 months ago
Why not just keep it simple with contacts?
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Antonette
7 months ago
A hierarchical lookup could work too, but B is better.
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Titus
7 months ago
Wait, can we really use a B2B model for this? Seems off.
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Rhea
7 months ago
Definitely agree with B, it’s the most flexible approach!
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Clement
7 months ago
I think option B makes the most sense for tracking.
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Ozell
7 months ago
I’m leaning towards the hierarchical lookup on Contact, but I’m not entirely confident if that’s the best approach for tracking advisors.
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Laurel
8 months ago
The B2B Account Model sounds familiar, but I feel like it might complicate things since we're already using B2C.
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Candra
8 months ago
I think setting up Contacts to Multiple Accounts could work, but I need to double-check how that affects reporting.
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Pamella
8 months ago
I remember something about using a hierarchical lookup, but I'm not sure if it should be on Account or Contact.
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Merissa
8 months ago
I'm not totally sure about the best approach here. I'll need to weigh the pros and cons of the different options to determine the most effective solution.
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Dean
8 months ago
This seems straightforward - I'd go with option B and set up contacts to multiple accounts to track the loan advisors and their customers.
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Jina
8 months ago
I'm a little confused about the difference between a hierarchical lookup and contacts to multiple accounts. I'll need to review those concepts before deciding.
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Emile
8 months ago
Okay, I think I've got this. The key is using the right account model and relationship tracking to connect the loan advisors and their customers.
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Terina
8 months ago
Hmm, this seems like a tricky one. I'll need to think through the different account models and relationship options carefully.
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Ollie
8 months ago
Hmm, I'm a bit confused here. The question mentions clientless SSLVPN, but the options talk about group policies and the AnyConnect license. I'll need to think this through carefully.
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Dolores
8 months ago
This seems like a tricky situation. I'll need to carefully consider the options and think through the potential impacts on the overall program.
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Renea
8 months ago
I'm a bit confused by the wording of this question. Can the Spam Quarantine really have different types of queries? I'll need to review my notes to figure this out.
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Linn
1 year ago
Option F: Throw Salesforce out the window and use carrier pigeons to relay customer information. At least the birds won't get lost in all the hierarchies.
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Ollie
12 months ago
D) Use a Hierarchical lookup on Contact to track loan advisors' customers
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Noble
12 months ago
B) Set up Contacts to Multiple Accounts for loan advisors.
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Lashon
12 months ago
A) Create a Hierarchical lookup on Account to track loan advisors' customers.
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Luis
1 year ago
D) Use a Hierarchical lookup on Contact to track loan advisors' customers
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Willard
1 year ago
B) Set up Contacts to Multiple Accounts for loan advisors.
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Bethanie
1 year ago
A) Create a Hierarchical lookup on Account to track loan advisors' customers.
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Iola
1 year ago
Option E: Hire a personal assistant to manage all the loan advisor-customer relationships. No technology required, just pure human chaos.
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Rene
1 year ago
Option D, really? Tracking advisors through Contacts? That's just asking for trouble. B2 the B, my friends.
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Chan
1 year ago
Hold up, a B2B Account Model? That's overkill for this use case. Keep it simple with Option B, folks.
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Karan
1 year ago
Hmm, I'm not sure about the Hierarchical lookup on Account. Seems like it could get messy trying to manage all those relationships. Option B sounds cleaner.
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Lili
1 year ago
I personally think option D is the way to go, using a Hierarchical lookup on Contact seems like the most efficient way to track loan advisors' customers.
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Tina
1 year ago
I think Option B is the way to go. Setting up Contacts to Multiple Accounts seems like the most straightforward approach to tracking loan advisors and their customers.
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Johnna
1 year ago
I think it ultimately depends on how the business wants to organize and track their data in Salesforce.
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Haley
1 year ago
That's true, Option A could also be a good solution for this scenario.
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Thurman
1 year ago
But wouldn't using a Hierarchical lookup on Account also work well for tracking loan advisors' customers?
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Freeman
1 year ago
I agree, Option B does seem like the most straightforward approach.
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Leonard
1 year ago
I disagree, I believe option B is more suitable as it allows for multiple accounts for loan advisors.
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Glendora
1 year ago
I think option A is the best choice because it allows us to track loan advisors' customers under the main account.
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