Salesforce Sales Cloud Consultant Part 5: Account and Contact Management

This topic has the second-highest weighting and includes the following objectives:• Review how the ownership of Account and Contact records drives access to related records.• Explain the various methods for establishing access to Accounts, Person Accounts, Contacts, and Opportunities.• Describe the impact of account hierarchy on visibility, maintainability, and reportingSeveral factors drive the visibility of records associated with accounts. Account owners are able to access records of related objects such as Contact, Opportunity, and Activity, depending on the organization’s sharing...