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Certified Sales Cloud Consultant Exam - Question 43


Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in

Salesforce and has a custom object for `Policies` that needs to relate to both Person Accounts and business accounts.

What is the minimum configuration on the policy custom object needed to meet this requirement?

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Correct Answer: AC

To relate a custom object (Policies) to both Person Accounts and business accounts, it is necessary to establish relationships with both the Contact and Account objects. Creating a contact lookup field and an account lookup field on the Policies custom object allows linking a policy to both an individual consumer (Person Account) through the Contact lookup and a business account through the Account lookup. This approach ensures that policies can be associated with both types of accounts effectively.

Discussion

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SFer28Option: A
Jan 18, 2024

To relate a custom object (Policies) to both Person Accounts and business accounts, you would need to establish relationships with both the Contact and Account objects. Option A, creating a contact lookup field and an account lookup field on the Policies custom object, is the most suitable approach. This allows you to link a policy to both an individual consumer (Person Account) through the Contact lookup and a business account through the Account lookup.

AxiansPTOption: A
Apr 24, 2024

Also would go with A