Salesforce User Experience Designer Practice Exam

A marketing manager wants to create a new product object for offerings. What standard Salesforce configuration should be considered?

1. Create an Account to Product lookup relationship, then add a related list of Products to the Account record page.

2. Create a Product to Account master-detail relationship, then add a related record of an Account to the Product record page.

3. Create an Account to Product master-detail relationship, then add a related list of Products to the account record page.

4. Create a Product to Account lookup relationship, then add a related list of Accounts to the Product record page.

The correct answer is: Create an Account to Product lookup relationship, then add a related list of Products to the Account record page.

Creating an Account to Product lookup relationship and then adding a related list of Products to the Account record page is a correct approach for establishing a connection between accounts and products in Salesforce. This configuration allows for flexibility in managing and tracking products associated with specific accounts. Having a lookup relationship between Account and Product facilitates the association without enforcing a strict ownership model, which is useful when a product can belong to multiple accounts. This configuration provides marketing managers and users the ability to view all products related to a specific account on the account record page through the related list. By doing so, they can analyze offerings, view product usage, and manage account-specific marketing strategies effectively. This method underscores the user-friendly design principle of maximizing visibility and accessibility of related data, which enhances the overall experience of stakeholders, such as marketing teams, who rely on comprehensive data connections for their decision-making processes.