If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to the new associate?

QuestionsCategory: ADM-201If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to the new associate?
Admin Staff asked 4 months ago
If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to the new associate?

A. Overwrite Phil's User Profile with the new associates information and create a new profile for Phil.

B. Create a new profile for Phil as well as new associate. Deactivate Phil's profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.

C. Associate the new role to Phil's existing profile and Transfer all the accounts, opportunities and leads to the new associate.

D. None of the above








 

Suggested Answer: B

Community Answer: D



This question is in ADM-201 Salesforce Certified Administrator Exam
For getting Salesforce Certified Administrator










Disclaimers:
The website is not related to, affiliated with, endorsed or authorized by Salesforce. 
Trademarks, certification & product names are used for reference only and belong to Salesforce.
The website does not contain actual questions and answers from Salesforce's Certification Exams.

Next Post

Recommended

Welcome Back!

Login to your account below

Create New Account!

Fill the forms below to register

Retrieve your password

Please enter your username or email address to reset your password.