Salesforce Cloud Consultant CRT-251 Updated Exam

Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.

When enabling the Set Up Contacts to Multiple Accounts feature, it is essential to designate a default account as the Contact's primary account. This ensures that the primary relationship is clear, while still allowing the Contact to be associated with multiple accounts. Salesforce supports this feature natively, which eliminates the need for creating a custom junction object. By designating a primary account, you ensure data consistency and clarity in reporting and account management.

To show sales operations what the data will look like after the territory account assignments are changed, the consultant should run the updated assignment rules in planning State and view the accounts on the territory detail page. Assignment rules are used to assign accounts to territories based on criteria such as account location, industry, or revenue. By running the assignment rules in planning State, the consultant can preview the results of the rules without actually changing the account ownership or visibility. The consultant can then view the accounts on the territory detail page to see which accounts are assigned to which territories.