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Financial advisor should be able to access a customer's record in Sales Cloud and see all potential business opportunities related to each individual customer. The bank does not have any corporate or business customers at this time. How should a UX Designer suggest the bank represent its customers within its Salesforce instance?
Correct Answer: B
Recent Comments (The most recent comments are at the top.)
Zyon - Sep 05, 2025
Answer correct is A.
Person Accounts are a special Salesforce feature that represent individual customers (pessoas físicas). They merge the functionality of Accounts (companies) and Contacts (individuals) into a single record.
In this case, since the bank has only individual customers (no corporate or business accounts), Person Accounts are the best fit.
With Person Accounts, advisors can:
Track personal details of each customer.
Associate Opportunities directly with individuals.
Avoid creating redundant Account + Contact pairs for each person.
B. Lead Object: Leads are unqualified prospects and not appropriate for representing actual customers.
C. Opportunity Object: Opportunities track potential sales, not customers themselves.
D. Standard Account Object: Accounts usually represent businesses or organizations. Using Accounts for individuals would require workarounds or extra customization.
Recent Comments (The most recent comments are at the top.)
Answer correct is A.
Person Accounts are a special Salesforce feature that represent individual customers (pessoas físicas). They merge the functionality of Accounts (companies) and Contacts (individuals) into a single record.
In this case, since the bank has only individual customers (no corporate or business accounts), Person Accounts are the best fit.
With Person Accounts, advisors can:
Track personal details of each customer.
Associate Opportunities directly with individuals.
Avoid creating redundant Account + Contact pairs for each person.
B. Lead Object: Leads are unqualified prospects and not appropriate for representing actual customers.
C. Opportunity Object: Opportunities track potential sales, not customers themselves.
D. Standard Account Object: Accounts usually represent businesses or organizations. Using Accounts for individuals would require workarounds or extra customization.
it supposes to be C
Isn't it A ?