Salesforce Administrator — Question 542

If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to the new associate?

Answer options

• A. Overwrite Phil's User Profile with the new associates information and create a new profile for Phil.
• B. Create a new profile for Phil as well as new associate. Deactivate Phil's profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.
• C. Associate the new role to Phil's existing profile and Transfer all the accounts, opportunities and leads to the new associate.
• D. None of the above

Correct answer: B

Explanation

Option B is correct because it ensures that Phil's existing profile is properly managed by deactivating it while transferring his responsibilities to the new associate. Options A and C do not adequately handle the deactivation of Phil's profile or the transfer of accounts, which could lead to data integrity issues. Option D is incorrect as there is a valid option provided.