Exam Certified Advanced Administrator topic 1 question 135 discussion

Actual exam question from Salesforce's Certified Advanced Administrator

Question #: 135
Topic #: 1

[All Certified Advanced Administrator 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.

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

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.

Show Suggested Answer

Suggested Answer: A 🗳️

by tMana at March 27, 2023, 7:54 p.m.

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tMana

8 months ago

Since DreamHouse Realty uses a B2C account model, the best option to track third-party financial advisors and the customers they work with is to set up Contacts to Multiple Accounts for loan advisors. This will allow each loan advisor to be associated with multiple customer accounts, while still maintaining the B2C account model. Option A is, therefore, the correct answer. Option B is not suitable because it suggests using a B2B account model, which is not the model that DreamHouse Realty is currently using. Option C and D are not suitable because they suggest using a hierarchical lookup, which is not necessary for this requirement and may complicate the data model unnecessarily.

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