Question

northern trail outfitters wants to use contact hierarchy in its or to display contact association. what should the administrator take into consideration regarding the contact hierarchy?

Answer 1

The administrator must accurately reflect the organization's structure within the contact hierarchy, ensure proper security settings, and consider Salesforce's platform capabilities. Long-term maintenance and accommodation of organizational changes are also critical.

Step-by-step explanation:

When Northern Trail Outfitters wants to use contact hierarchy in its organization to display contact association, there are several considerations the administrator must take into account. Firstly, the contact hierarchy must reflect the structure of the organization accurately to ensure relevant association and communication among contacts. This involves defining parent-child relationships within the contact records to map out the hierarchy properly.

Another key consideration is ensuring the security settings align with the hierarchy, so that information is accessible to appropriate levels within the organization, maintaining both integrity and confidentiality of contact information. Additionally, customization of the contact hierarchy may involve working with Salesforce's objects and relationships, which can be complex and requires a clear understanding of both the platform's capabilities and the organization's requirements.

Lastly, the administrator should think about the long-term maintenance of the hierarchy, considering how new contacts will be added, how changes in the organization's structure will be reflected, and how to deal with redundancies or inaccuracies that may arise over time.

Answer 2

The administrator should consider organizational structure, contact relationships, and visibility/access when designing the contact hierarchy for Northern Trail Outfitters.

Step-by-step explanation:

When considering the contact hierarchy for Northern Trail Outfitters, the administrator should take into account several factors:

• Organizational structure: The contact hierarchy should align with the company's organizational structure. For example, if the company has multiple departments, the hierarchy should reflect the chain of command within each department.
• Contact relationships: The hierarchy should accurately represent the relationships between contacts. For example, if a contact is a supervisor or manager of another contact, their positions should be properly reflected in the hierarchy.
• Visibility and access: The administrator should consider who needs access to certain contacts and their information. The hierarchy can be designed to ensure that the right people have the appropriate level of visibility and access.

By carefully considering these factors, the administrator can create an effective contact hierarchy that facilitates contact association and supports the needs of Northern Trail Outfitters.