Salesforce Updated Sales-Cloud-Consultant Exam Questions and Answers by soraya

The Contact Hierarchy feature in Salesforce Sales Cloud allows users to view and understand the relationships and reporting structures among contacts within the same account. This feature provides a visual representation of the hierarchy, enabling sales reps to quickly see how contacts are connected and who reports to whom within large accounts. This is particularly useful for large organizations where multiple contacts need to be managed, as it provides insight into key decision-makers and influencers in the account structure.

For more information, refer to the Salesforce documentation on Contact Hierarchy.

Before enabling Person Accounts, Salesforce requires that at least one Account Record Type is created. This is because Person Accounts function as a hybrid of both Account and Contact objects, with specific configurations required to distinguish between business and person accounts. Without setting up a record type, Person Accounts cannot be enabled.

Salesforce documentation states that enabling Person Accounts will impact data models and certain configurations within the system. Therefore, it’s crucial to review these prerequisites carefully. Disabling access to Experience Cloud sites and modifying account sharing settings are not prerequisites specifically tied to enabling Person Accounts.

Salesforce Documentation References:

Enable Person Accounts

Person Accounts Overview