MCQs on Account and Contact Management | Salesforce Sales Cloud
Master Salesforce Sales Cloud Account and Contact Management with these output-based MCQs, focusing on creating and managing accounts, linking and managing contacts, leveraging contact hierarchies, and strategic account management techniques.
Creating and Managing Accounts
- A user creates a new account in Salesforce with the name “Tech Innovators” and assigns a Type as “Customer – Direct.” What will be the default owner of this account?
- A) System Administrator
- B) The user who created it
- C) Salesforce Default Owner
- D) The user’s manager
- A user attempts to create an account without filling in the “Industry” field, which is marked as required. What is the system’s response?
- A) The account gets created with a blank “Industry” field.
- B) The system displays a validation error and blocks the save action.
- C) The “Industry” field is auto-filled with “Unknown.”
- D) The account is created with a warning notification.
- After merging two duplicate accounts, “Alpha Tech” and “Alpha Technologies,” which account will retain its records and ownership?
- A) The account created first
- B) The account with the most recent updates
- C) The primary account selected during the merge process
- D) A new account created during the merge
- A user updates the billing address of an account. What happens to the associated opportunities’ billing address field?
- A) The field is updated automatically.
- B) The user is prompted to update manually.
- C) It remains unchanged.
- D) The update fails with an error.
- If an account is set as “Inactive,” what is the default behavior of associated open opportunities?
- A) Opportunities are automatically closed.
- B) Opportunities remain unaffected.
- C) Opportunities are marked as inactive.
- D) Opportunities are deleted.
Linking and Managing Contacts
- A contact named “Jane Doe” is linked to the “Acme Corp” account. What happens if the account is deleted?
- A) Jane Doe remains as an unlinked contact.
- B) Jane Doe is deleted automatically.
- C) Jane Doe is archived.
- D) The deletion fails due to dependency.
- A contact is updated with a new phone number. What happens to the “Phone” field on the associated account?
- A) The account’s “Phone” field updates automatically.
- B) No changes occur to the account.
- C) The system prompts the user to update the account manually.
- D) An error message is displayed.
- A contact is linked to multiple accounts using Salesforce’s “Contact to Multiple Accounts” feature. Which account is displayed as the primary account?
- A) The account with the earliest creation date
- B) The account with the highest revenue
- C) The account marked as “Primary” by the user
- D) The default account selected by Salesforce
- A user adds a new contact to an account and assigns a role. What happens to the contact’s visibility in the related opportunity?
- A) The contact appears as a related contact in the opportunity.
- B) The contact remains unrelated to the opportunity.
- C) The system generates an error.
- D) A duplicate contact is created.
- A user links a contact to an account but does not assign a role. What is the default role assigned by Salesforce?
- A) Customer
- B) None
- C) Primary Contact
- D) Contact
Utilizing Contact Hierarchies
- A user creates a contact hierarchy for “Global Enterprises.” What is displayed when viewing the hierarchy?
- A) Only the parent contact
- B) Parent and child contacts, organized visually
- C) All contacts in a flat list
- D) Only child contacts
- If a contact in a hierarchy is updated with a new title, what happens to related child contacts?
- A) All child contacts inherit the new title.
- B) Child contacts remain unchanged.
- C) An error occurs if child contacts exist.
- D) The title is removed from child contacts.
- When viewing a contact hierarchy, what additional details are displayed by default?
- A) Account name and opportunity count
- B) Contact roles and email addresses
- C) Only names and phone numbers
- D) No additional details
- A user modifies the primary contact in a hierarchy. What happens to the rest of the hierarchy?
- A) The hierarchy is automatically reordered.
- B) All other contacts are marked as secondary.
- C) No changes occur to the hierarchy.
- D) A duplicate hierarchy is created.
- What happens when a contact in a hierarchy is deleted?
- A) The hierarchy remains intact without the contact.
- B) The entire hierarchy is deleted.
- C) The system displays an error message.
- D) The hierarchy becomes inactive.
Key Account Management Strategies
- An account is flagged as a “Key Account” in Salesforce. What additional features are enabled?
- A) Special reporting dashboards for key accounts
- B) Automated follow-up tasks for key contacts
- C) Integration with Salesforce AI for account insights
- D) All of the above
- A key account strategy involves assigning dedicated account teams. What is the output of assigning a team?
- A) Improved visibility into team activities
- B) Reduced access to account data
- C) Duplicate account entries
- D) Automatically generated revenue reports
- When running a “Key Account Health” report, what metrics are typically displayed?
- A) Revenue, recent interactions, and open opportunities
- B) Employee count and account owner
- C) Marketing spend and contact count
- D) Account creation date and last modified date
- How does Salesforce notify a user of an upcoming renewal for a key account?
- A) Email notification only
- B) In-app notification and email reminder
- C) Dashboard alert only
- D) No notification is provided
- What happens if a key account strategy is not reviewed regularly?
- A) The account is marked as inactive.
- B) Opportunities may be missed.
- C) The account is automatically downgraded.
- D) A warning is displayed.
Answer Key
| Qno | Answer |
|---|---|
| 1 | B) The user who created it |
| 2 | B) The system displays a validation error and blocks the save action. |
| 3 | C) The primary account selected during the merge process |
| 4 | C) It remains unchanged. |
| 5 | B) Opportunities remain unaffected. |
| 6 | A) Jane Doe remains as an unlinked contact. |
| 7 | B) No changes occur to the account. |
| 8 | C) The account marked as “Primary” by the user |
| 9 | A) The contact appears as a related contact in the opportunity. |
| 10 | B) None |
| 11 | B) Parent and child contacts, organized visually |
| 12 | B) Child contacts remain unchanged. |
| 13 | A) Account name and opportunity count |
| 14 | C) No changes occur to the hierarchy. |
| 15 | A) The hierarchy remains intact without the contact. |
| 16 | D) All of the above |
| 17 | A) Improved visibility into team activities |
| 18 | A) Revenue, recent interactions, and open opportunities |
| 19 | B) In-app notification and email reminder |
| 20 | B) Opportunities may be missed. |