Salesforce Certified Experience Cloud Consultant — Question 5
Northern Trail Outfitters (NTO) is considering how to manage its accounts for the B2B portion of its business. NTO uses person accounts for its B2C business, and business accounts with related contacts for its B2B business. NTO has several B2B customer accounts that are very large. These accounts have child accounts that represent departments and opportunities at the department level that will need to be visible to users at the parent account level. NTO has Customer Community Plus licenses.
How should NTO manage its accounts in its Partner Community?
Answer options
- A. Since NTO has person accounts, it cannot use the External Account Hierarchy and will need to use groups and sharing rules to grant the required record access.
- B. Use the Business Accounts and Contacts with Sharing Sets to grant additional record access as needed.
- C. Extend the Standard Role Hierarchy setting departments as child accounts.
- D. Enable the External Account Hierarchy setting departments as child accounts.
Correct answer: D
Explanation
The correct answer is D because enabling the External Account Hierarchy allows NTO to organize departments as child accounts under the larger business accounts, providing visibility and access to relevant opportunities at the parent level. Option A is incorrect as NTO can use the External Account Hierarchy despite having person accounts. Option B does not utilize the full capabilities of the External Account Hierarchy, and option C doesn't fully leverage the hierarchical structure needed for visibility.