Salesforce Sharing and Visibility Certification Practice Exam

What action should an architect recommend to mitigate issues with adding contacts to a large account in sales?

1. Implement role-based sharing rules to ensure access

2. Implement an account hierarchy and redistribute contacts

3. Limit the number of contacts per account

4. Create a custom field for contact limitations

The correct answer is: Implement an account hierarchy and redistribute contacts

Recommending the implementation of an account hierarchy and redistributing contacts is a strategic approach to addressing performance and organizational issues associated with handling a large number of contacts linked to a single account. When an account has too many associated contacts, it can lead to difficulties in managing the data effectively, such as lagging performance during data retrieval and reporting processes. By creating an account hierarchy, you streamline the relationships between accounts, allowing for a more manageable structure where multiple accounts can be organized under a parent account. This not only improves performance by distributing contacts among various sub-accounts, but it also enhances clarity and accessibility for sales teams, as each subgroup can be focused on specific segments of the overall customer relationship. This method also facilitates better visibility into relationships and interactions with contacts associated with various sub-accounts, thus allowing sales professionals to engage more effectively with their clients. The redistribution of contacts across a hierarchical structure helps ensure that each account is more manageable in size, thereby improving both operational efficiency and user experience.