Question

You have come across a situation where a consultant works on behalf of multiple organizations. How can you track this in Salesforce?

1) Create multiple contact records and relate the consultant to each organization they consult for
2) Use the Contacts to Multiple Accounts feature
3) Use the Account Teams feature
4) Use the Account Hierarchy feature

Answer 1

To track a consultant working with multiple organizations in Salesforce, the Contacts to Multiple Accounts feature is most appropriate. It allows one contact record to be linked to multiple organizations, maintaining data integrity and preventing duplicate records.

Step-by-step explanation:

To track a consultant who works with multiple organizations in Salesforce, the most effective method would be to use the Contacts to Multiple Accounts feature. This functionality allows a single contact record to be associated with multiple accounts without the need to create duplicate contact records. It enables clear visibility into the various relationships a consultant holds with different organizations. By using this approach, it maintains data integrity and reduces confusion that might arise from having multiple contact records for the same individual.

On the other hand, the Account Teams feature is designed for internal collaboration within your company and the Account Hierarchy feature is used to link related accounts under a parent-child relationship, neither of which would be appropriate for this use case.