Cloud Kicks (CK) became a North American subsidiary of Get Cloudy Consulting (GCC). What should the Salesforce associate do to show that GCC is part of the CK portfolio when creating the CK Account re

The correct answer is C. Add Get Cloudy Consulting to the Parent Account field. In Salesforce, Account hierarchies are established using the Parent Account field on a child Account record. Since CK is a subsidiary of GCC, GCC is the parent company. When creating the CK Account record, the associate should populate the Parent Account field with 'Get Cloudy Co

Account and Contact Management

Question

Cloud Kicks (CK) became a North American subsidiary of Get Cloudy Consulting (GCC). What should the Salesforce associate do to show that GCC is part of the CK portfolio when creating the CK Account record?

Options

AView account hierarchy and select Add Child Account.
BSelect New on the child accounts related list.
CAdd Get Cloudy Consulting to the Parent Account field

How the community answered

(43 responses)

A
14% (6)
B
7% (3)
C
79% (34)

Explanation

In Salesforce, Account hierarchies are established using the Parent Account field on a child Account record. Since CK is a subsidiary of GCC, GCC is the parent company. When creating the CK Account record, the associate should populate the Parent Account field with 'Get Cloudy Consulting' to reflect this ownership relationship. This automatically makes CK a child account under GCC in the account hierarchy. Option A (View account hierarchy and select Add Child Account) is not a standard Salesforce action on the hierarchy view. Option B (Select New on the child accounts related list) would create a brand-new blank account, not link the existing GCC account as the parent.

Topics

#Account Management#Account Hierarchy#Parent-Child Relationships

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