Practice Exam: Sales Cloud Consultant #6
65 complete questions for Salesforce Sales Cloud Consultant exam preparation.
Universal Containers has an active Enterprise Territory Management model. A consultant must ensure that when an account is created, it is automatically assigned to a territory based on zip code, but reps can also manually add territories without the automatic rule removing them. How should this be configured?
Category: Account & Contact Management
Explanation
Detailed breakdown of the correct answer
Account Assignment Rules
In Enterprise Territory Management, there is a specific option to protect manual assignments during the execution of automatic rules.
Therefore, the correct answer is: Enable 'Keep manual territory assignments', as this option ensures that the territory engine does not delete user-created associations when recalculating rules.
The option that says: Disable the 'Default' option... is incorrect because the default option refers to the rule execution, not the persistence of manual data.
The option that says: Use an Apex Trigger... is incorrect because Salesforce offers a native declarative solution for this requirement.
The option that says: Configure with 'Inherit from Parent' logic... is incorrect because inheritance refers to the territory hierarchy, not the coexistence of automatic rules and manual assignments.