高等教育機関は Salesforce を長年使用しており、個人取引先を有効にしています。教育機関は、教育データ アーキテクチャ (EDA) を既存の Salesforce 環境にインストールしたいと考えています。
コンサルタントが機関と話し合うべき考慮事項を 2 つ挙げてください。
2つの答えを選択してください
正解:A,D
The consultant should discuss with the institution how they can use EDA record types for student contacts and lead management, and how a support ticket is required to disable Person Accounts, as two considerations for installing EDA in their existing Salesforce environment that has Person Accounts enabled. EDA record types are predefined record types that are available for the Contact and Lead objects in EDA. EDA record types can be used to categorize and manage different types of contacts and leads, such as students, faculty, staff, alumni, or applicants. The institution can use EDA record types for student contacts and lead management instead of using Person Accounts. A support ticket is a request that users can submit to Salesforce Support to get assistance or guidance on various issues or tasks. A support ticket is required to disable Person Accounts, because this is a permanent and irreversible action that can affect data and functionality. The institution should submit a support ticket to disable Person Accounts before installing EDA, because Person Accounts are unsupported in EDA. Person Accounts being unsupported in EDA, or Person Accounts being able to only merge with Administrative Accounts, are not considerations for installing EDA in their existing Salesforce environment that has Person Accounts enabled. Reference:
https://powerofus.force.com/s/article/EDA-Record-Types
https://help.salesforce.com/s/articleView?id=sf.accounts_person_behavior.htm&type=5
https://powerofus.force.com/s/article/EDA-Installation