Salesforce Administrator — Question 393

Ursa Major Solar has the following environment and requirements:
✑ Critical, high-priority accounts have an assigned District Manager, Sales Representative, Inside Sales Representative, and Customer Service Representative.
✑ The Sales Manager wants to prevent these accounts from being inadvertently contacted more than once on the same day.
✑ The Sales Manager wants to report on various customer interactions.
How should the Administrator fulfill these requirements?

Answer options

• A. Log a separate Task, Call, or Activity on the Account.
• B. Enter comments into the Notes section on the Account.
• C. Log a case on the Account.
• D. Post customer interactions in Chatter on the Account.

Correct answer: A

Explanation

Logging a separate Task, Call, or Activity on the Account allows for proper tracking of each interaction, ensuring that no representative contacts the account more than once in the same day. The other options do not provide a structured method to prevent duplicate contacts or to generate comprehensive reports on customer interactions.