Sales Cloud Account Related Flashcards 2015

Front 1

Business Accounts are available in which editions

Back 1

All Editions except Database.com

Front 2

Person Accounts are available in which editions

Back 2

Enterprise, Performance, Unlimited and Developer

Front 3

What is an Account

Back 3

Accounts are your organizations customers, competitors and partners

Front 4

What information does an Account store?

Back 4

Account stores information such as Name, Address and Phone Numbers

Front 5

What related information does an Account store?

Back 5

Opportunities, Activities, Cases, Partners, Contracts and Notes

Front 6

What is Social Accounts and Contacts feature?

Back 6

With the Social Accounts and Contacts feature, you can see your accounts’ social network profiles and other social data—directly in Salesforce. Easy access to this information helps you know your customers better, so you can solve their problems and build stronger relationships.

Front 7

What are different types of Accounts?

Back 7

Business, Person

Front 8

What are Business Accounts?

Back 8

When you do business with Companies.The individuals who work at those companies are contacts.

Front 9

Partner Accounts?

Back 9

business accounts that a channel manager uses to manage partner organizations, partner users, and activities.

Front 10

Person Accounts?

Back 10

when you do business with individual customers.The individuals can be people who, for example, may be a financial services client, an online shopper, or a vacation traveler.

Front 11

Are Person Accounts enabled by default in Salesforce?

Back 11

Person accounts are not enabled by default in Salesforce. To quickly verify whether your organization uses person accounts, see if you have an option to select Person Account as the record type when you create a new account. To request person accounts, check with your administrator.

Front 12

Person Accounts operate on which business model?

Back 12

Person accounts operate on business-to-consumer model as opposed to a business-to-business model.

In a business-to-business model, there is a natural differentiation between the other businesses with whom you work and the people associated with those businesses. In Salesforce, that translates to accounts and contacts having different fields, features, and tabs. In a business-to-consumer model, because you are providing products or services to people rather than companies or organizations, the distinction between accounts and contacts does not exist. Consequently, person accounts in Salesforce have a combination of fields from both accounts and contacts, and can be used as contacts in most situations that involve contacts. For example, business accounts do not have standard fields for email address and job title, but person accounts do. Also, person accounts can be associated with campaigns just like contacts, but business accounts cannot.

Front 13

Person accounts can only be merged with other person accounts. True or False?

Back 13

True

Front 14

On the accounts home page, the fields in the Quick Create area are based on whether the default account record type set on your profile is a person account record type or a business accountrecord type. True or False

Back 14

True

Front 15

Person accounts can be associated with activities using which fields?

Back 15

Name or Related To

Front 16

Can person accounts be invited to events and requested meetings? Yes or No

Back 16

Yes, similar to contacts.For users to request a meeting with a person account, the Email field must be added to the Person Accounts page layout.

Front 17

Can person accounts be associated to Campaigns and Campaign History related list? Yes or No?

Back 17

Yes.

Front 18

On cases, person accounts can be entered in which fields?

Back 18

Account Name field, the Contact Name field, or both.

Front 19

Chatter Feed Tracking, When you follow person accounts, you follow the contact fields, but not the account fields. True or False?

Back 19

False, you follow account fields

Front 20

As with contacts, person accounts can be enabled as users for your Salesforce Communities and Customer Portals. True or False?

Back 20

True.

Front 21

Can person accounts be added to Contact Roles related list on cases, contracts and opportunities. True or False?

Back 21

True.

Front 22

Does person accounts have Contact related list, like business accounts? Yes or NO

Back 22

No

Front 23

Custom objects with relationships to either accounts or contacts can be added as related lists on person accounts. Yes or NO

Back 23

Yes

Front 24

Person accounts are supported by Data.com Prospector or Data.com Clean. Yes or NO

Back 24

NO. Person Accounts are not supported by Data.com prospector or Data.com clean.

Front 25

Person accounts are currently supported in Connect Offline,Salesforce for Outlook, Salesforce Side Panel, and Connect for Outlook version 3.2 and later. Yes or No?

Back 25

Yes

Front 26

As with contacts, you can send individual emails and mass emails to person accounts. Yes or No?

Back 26

Yes

Front 27

Person accounts are supported, but additional configuration is required for Exact Target. Yes or No

Back 27

Yes

Front 28

Account fields for person accounts can be tracked using the account field history settings, but contact fields for person accounts are configured on the contact field history settings page. Yes or No

Back 28

Yes

Front 29

Some business account fields are not supported for person accounts, such as Parent Account and View Hierarchy. Also, the Reports To field on contacts is not supported for person accounts. Yes or No

Back 29

Yes

Front 30

The person account icon can be added to search results, list views, and lookup dialogs using which criteria

Back 30

IsPerson Account equals True.

Front 31

Person accounts cannot be imported using the Data Import Wizard. Yes or No

Back 31

No. Person accounts can be imported using the data import wizard. Additionally it can be also imported by using the Import wizard for Person Accounts.

Front 32

Leads with a blank Company field are converted to which type of accounts

Back 32

Person Accounts. Business Accounts need to have company field on leads. Note that leads with blank company field can only be created by force.com api.

Front 33

when the lead is converted, the default record type is set to account, true or false?

Back 33

true.

Front 34

Person accounts appear in both account and contact list views. True or false

Back 34

true. Add the Is Person Account icon to list views to visually differentiate person accounts from other records, and to include or exclude person accounts in a list.

Front 35

To mobilize only person accounts, use which criteria?

Back 35

Is Person Account equals True.” If a mobile configuration includes accounts but not contacts, users assigned to that configuration will see a Contacts tab in the mobile client application, and the tab will contain person accounts.

Front 36

Person account components and attributes can be included in managed and unmanaged packages. True or false?

Back 36

True.

Front 37

You can use the Partners related list to relate person accounts to each other. True or false?

Back 37

True. You can use the Partners related list to relate person accounts to each other. We recommend that you rename the Partners related list to “Related Accounts,” “Relationships,” or a similar term that reflects how your person accounts are connected.

Front 38

Administrators can configure multiple record types for person accounts. True or false?

Back 38

True. A person account can only be changed to anotherperson account record type.

Front 39

For organizations that have enabled person accounts andSalesforce1, person accounts can be created, accessed, and managed within Salesforce1 for most features.True or false?

Back 39

True.

Front 40

Contact sharing is available if you have enabled person accounts. True or false?

Back 40

False.

Contact sharing is not available if you have enabled person accounts. The organization-wide default for contacts is set toControlled by Parent and is not editable.

If your organization has customized your contact sharing settings and you want to enable person accounts, change your organization-wide default for contacts to Controlled by Parent, which removes all your contact sharing rules and manually shared contacts.

Front 41

Person accounts count against both account and contact storage because the API considers each person account to consist of one account as well as one contact. True or false?

Back 41

True.

Front 42

Creating or editing a person account triggers account workflow rules. True or false?

Back 42

True.

Front 43

To view the Accounts tab: which permission is needed?

Back 43

Read on Accounts

Front 44

To view accounts: which permission is needed?

Back 44

Read on Accounts

Front 45

To create business accounts: which permission is needed?

Back 45

Create on Accounts

Front 46

To create person accounts: which permission is needed?

Back 46

Create on Accounts and Contacts

Front 47

If accounts are shared with external contacts via Salesforce to Salesforce, choose what list views under to view accounts that your business partners have shared with you?

Back 47

Accounts from Connections

Front 48

To edit business accounts: permission?

Back 48

Edit on Accounts

Front 49

To edit person accounts: permission?

Back 49

Edit on Accounts and Contacts

Front 50

To enable partner accounts: permission?

Back 50

Manage external users

Front 51

To disable partner accounts:permission?

Back 51

Edit on Accounts and Manage External users

Front 52

To disable Customer Portal accounts: permission?

Back 52

“Edit” on accounts

AND

“Edit Self-Service Users”

Front 53

To enable an account as a partner account

Back 53

click Manage External Account and choose Enable as Partner. Available only if your company enabled a partner portal.

Front 54

To enable person accounts as Customer Portal users

Back 54

click Manage External User and choose Enable Customer User. Available only if your company has person accounts and a Customer Portal

Front 55

To specify that a business account is a subsidiary of another business account, what field needs to be filled

Back 55

Parent Account

Front 56

Account Site field?

Back 56

to designate different locations of the same company. For example, Acme.com may have offices in Paris and London. Create two accounts, both called Acme.com, but with Account Site values of Paris and London, respectively.

Front 57

If your organization uses divisions, the division of a new account is automatically set to your default division, unless you manually select a different one. True or False?

Back 57

True.

Front 58

If your organization uses territory management, account assignment rules can automatically assign newly created accounts to territories. True or False?

Back 58

True.

Front 59

Deleted accounts are moved to the Recycle Bin, along with these associated items.

Back 59

* Contacts
* Opportunities
* Contracts (if they're not activated)
* Activities
* Notes
* Attachments
* Portal roles and groups (if all portal users in the account are disabled.)
* Partner relationships
* Relationship group members

Front 60

If you restore an account from the Recycle Bin, any related items are also restored except for:

Back 60

Relationship group members in some cases.

Portal roles and Groups.

Front 61

You can’t delete an account if:

Back 61

* You don’t have the “Delete” permission on accounts
* You aren’t the account’s owner, above the account’s owner in the organization role hierarchy; or an administrator
* The account is enabled as a partner account; it has associated cases, activated contracts, or related opportunities that are owned by other users; or it has associated contacts that are enabled for the Self-Service portal.

In addition, if you attempt to delete an account that has closed/won opportunities owned by you, a message displays asking you whether you want to delete the closed/won opportunities along with the account or to cancel the account deletion.

Front 62

Account Heirarchy

Back 62

The account hierarchy shows you the accounts that are associated through the Parent Account field, giving you a global view of a company and its subsidiaries.

* To view the account hierarchy, click View Hierarchy next to the account name on the account detail page. The Account Hierarchy page displays up to 500 child accounts. If you don’t have access to certain accounts that appear on the Account Hierarchy page, the columns for those accounts won’t display details.

Front 63

To merge business accounts: permission?

Back 63

Delete on Accounts

Front 64

To merge person accounts: permission?

Back 64

Delete on Accounts; Read on contacts.

Front 65

Merge on Accounts

Back 65

1. From the Accounts tab, click Merge Accounts in the Tools section.
2. Check the rows of up to three accounts you want to merge. Click Next.
3. Select one account as the “Master Record.” Any data in hidden or read-only fields will be taken from the Master Record. If you have “Edit Read Only Fields” permission, you can manually select which read-only fields to retain. Note that hidden fields are not displayed during the merge.
4. Click the Merge button to complete the merge.

Front 66

You can merge accounts if you have the below permissions

Back 66

administrator, the account owner, or a user above the account owner in the role hierarchy and you have the appropriate user permissions.

Front 67

When merging two accounts that you do not own,

Back 67

you must have “Delete” permissions on accounts and “Edit” permissions on opportunities and cases. You need “Delete” permissions on accounts because you are deleting one of the accounts when you perform an account merge. You need “Edit” permissions on opportunities and cases because changing the account name field (AccountID) edits any opportunities or cases that are associated with the accounts you are merging.

Front 68

while merging accounts, related items of duplicate accounts, will it be merged?

Back 68

True

Front 69

any sharing rules are applied to the newly merged account.

Back 69

True

Front 70

Any manual sharing from the “Master Record” is applied to the merged account.

Back 70

True

Front 71

When you merge accounts that are listed in the Parent Account field of other accounts,

Back 71

* the newly merged account is linked only to the accounts of the selected Master Record.

Front 72

The newly merged account displays the Created By date

Back 72

from the oldest account you are merging, and shows the merge date as the Modified By date.

Front 73

The newly merged account displays the merge date

Back 73

as the Modified By date.

Front 74

n organizations that use divisions, the merged account is assigned to the division of

Back 74

the Master Record, unless you select otherwise.

Front 75

When you merge accounts that have territories and the Exclude from account assignment rules box was deselected on both of the original accounts

Back 75

account assignment rules will run on the new account to determine its territories. Also, any manually added territories on the original accounts will be manually added to the new account.

Front 76

When you merge accounts that have territories and the Exclude from account assignment rules box was checked on one or both of the original accounts:

Back 76

* The newly merged account has all of the territories of the original accounts.
* Account assignment rules will not run on the newly merged account.
* If a territory was assigned to one of the original accounts based on account assignment rules, it will appear as having been assigned to the new account based on rules even if the new account does not match the rules.
* If a territory was manually assigned to one of the original accounts, it will be manually assigned to the new account.
* If a territory was added to one account manually and to the other account by rules, it will be manually added to the new account.

Front 77

* When you merge accounts, you also merge the accounts’ memberships in relationship groups. True or False?

Back 77

True

Front 78

If both accounts have different account teams, the merged account will contain

Back 78

members from both account teams.

Front 79

If account team members have a greater access level, while merging

Back 79

you must have the ”Modify All Data” permission on accounts to merge those accounts. For example, if you’re the account owner who’s merging the accounts but an account team member has more access than you on any account child records, you’ll need the “Modify All Data” permission to merge those accounts.

Front 80

* You can't merge person accounts enabled to use a Customer Portal. True or False?

Back 80

True.

Front 81

* what permission is required to merge accounts associated with portals.

Back 81

Manage Users

Front 82

You can merge accounts that have contacts associated with the same type of portal. True or False?

Back 82

True. you can merge accounts that have contacts associated with a partner portal or Customer Portal, but you cannot merge an account that has contacts associated with a partner portal with an account that has contacts associated with a Customer Portal.

Front 83

When you merge accounts that have contacts associated with multiple portals of the same type, a contact's access to a specific portal does not change. This is because a portal user's profile determines the portal he or she can access.True or False?

Back 83

True.

Front 84

When merging a partner account with a non-partner account

Back 84

the partner account must be the master. the owner cannot be changed.

Front 85

To ensure that merged accounts will include contacts associated with a portal

Back 85

select the account with portal users as the master record during the merge process.

Front 86

* Any manually assigned territories (for models in all states) on the original accounts will be manually added to the merged account if the merged account is not already associated with them. True or False?

Back 86

True.

Front 87

Account assignment rules will run on the merged account for the active territory model only if

Back 87

territory assignment rules are not evaluated even if the Select by default checkbox for the Evaluate this account against territory rules on save checkbox is selected on the applicable account page layout’s layout properties; and 2) any existing rule based territory associations in the active model are removed from the merged account.

Front 88

* For territory models in non-active states (Planning or Archived), rule-based associated territories will not change on the merged account even if the merged account field values do not match the rules. True or False?

Back 88

True.

Front 89

When working with wealth management accounts (clients)

Back 89

you can merge up to three duplicate accounts at a time. For example, if the accounts “Joe Bannon” all represent the same client and need to be merged, you can use the Merge Accounts tool to consolidate those records into one. Note that merging results in a single account, and an account cannot exist more than once in the same relationship group. Review the following considerations before merging accounts that are members of relationship groups:

Front 90

The account you select as the master record retains its original relationship group memberships. True or False?

Back 90

For example, if the master record “Joseph Bannon” was a member of the “Bannon Family” and “Bannon Law Firm” relationship groups, it remains a member of those relationship groups.

Front 91

The master record replaces the non-master records in all other relationship groups involved in the merge. True or False?

Back 91

True.For example, if the non-master record “Joe Bannon” was a member of “Bannon Trust Beneficiaries,” the master record is transferred Joe Bannon's membership in Bannon Trust Beneficiaries.

Front 92

If there is a relationship group to which the master record did not originally belong but the multiple non-master records belong, the master record is transferred the membership of the non-master account that had higher priority (primary versus secondary) or the account whose member record was most recently modified in the relationship group.

Back 92

True. For example, if the non-master records “JR Bannon” and “Joe Bannon” both were members of “Acme LLP” and JR Bannon was primary, then the master record is transferred JR Bannon's membership in Acme LLP. Alternatively, if neither JR Bannon or Joe Bannon were primary or secondary but JR Bannon's member record in the relationship group was modified more recently, then the master record would be transferred JR Bannon's membership in Acme LLP.