Salesforce Certified Advanced Administrator — Question 74

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.

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

Answer options

• A. Set up Contacts to Multiple Accounts for loan advisors.
• B. Use a B2B Account Model to track loan advisors' customers.
• C. Use a Hierarchical lookup on Contact to track loan advisors' customers.
• D. Create a Hierarchical lookup on Account to track loan advisors' customers.

Correct answer: A

Explanation

The correct answer is A because setting up Contacts to Multiple Accounts allows loan advisors to be linked to multiple customers effectively within a B2C model. Option B is incorrect as it suggests switching to a B2B model, which is not necessary. Options C and D are not suitable since they do not allow for the tracking of loan advisors alongside their customers in the required manner.