Global Customer Tracking Structure for Cloud Kicks
Question
A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK). CK has a global sales presence that supports a customer base throughout the world. CK wants to set up an appropriate structure to track customers with subsidiaries.
Which approach should the consultant recommend to meet the requirement?
Answers
Explanations
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A. B. C. D.A
To meet the requirement of tracking customers with subsidiaries in a global sales presence, the consultant should recommend the following approach:
Answer: A. Location-specific Account structure with Account Hierarchies
Explanation: A location-specific Account structure with Account Hierarchies is the most suitable approach for tracking customers with subsidiaries in a global sales presence. Here's why:
Account Structure: Using an Account structure allows you to represent companies or organizations in Sales Cloud. Each subsidiary or customer entity can be represented as a separate Account record within the system.
Location-specific Accounts: By creating location-specific Account records, you can track customers with subsidiaries in different regions or countries. Each subsidiary will have its own Account record, enabling you to store specific information related to that subsidiary, such as address, contact details, and sales history.
Account Hierarchies: Account Hierarchies in Sales Cloud allow you to establish relationships between parent and child Account records. This feature is particularly useful when tracking subsidiaries. You can link each subsidiary Account to its parent Account, indicating the hierarchical relationship between them. For example, the parent Account might represent the global headquarters or the main company, while the subsidiaries are linked as child Accounts.
Data Organization and Visibility: With a location-specific Account structure and Account Hierarchies, you can organize and view data in a logical manner. You can easily navigate between the parent and child Accounts, gaining visibility into the relationships between the global headquarters and its subsidiaries. This structure provides a comprehensive view of customers with subsidiaries across different regions.
Reporting and Analytics: By utilizing Account Hierarchies, you can generate reports and perform analytics at both the parent and subsidiary levels. This allows you to analyze sales performance, customer interactions, and other key metrics globally or at a specific subsidiary level.
In summary, an approach that leverages a location-specific Account structure with Account Hierarchies is the most appropriate solution for tracking customers with subsidiaries in a global sales presence. It enables effective data organization, visibility, reporting, and analytics while maintaining the necessary relationships between parent and child Accounts.
