Salesforce Certified Data Architecture Practice Test

What is the recommended approach for implementing customer categorization in Salesforce?

1. Implement a new global picklist custom field with Gold, Silver, and Bronze values and enable it in Account

2. Implement a new picklist custom field in the Account object with Gold, Silver, and Bronze values

3. Implement a new Categories custom object and a master-detail relationship from Account to Category

4. Implement a new Categories custom object and create

The correct answer is: Implement a new picklist custom field in the Account object with Gold, Silver, and Bronze values

The recommended approach for implementing customer categorization in Salesforce involves creating a new picklist custom field in the Account object with defined values such as Gold, Silver, and Bronze. This method is efficient and straightforward for categorizing accounts because it utilizes the native capabilities of Salesforce’s Account object, allowing users to make selections easily from the dropdown list. Using a picklist field ensures that the categorization is consistent across the organization, as it limits inputs to predefined values. This can help prevent data integrity issues that might arise from manual entries. Additionally, it supports visualizations and reports based on these categories, enabling better analysis of customer segments. While other options like implementing a global picklist or a custom object with a master-detail relationship could also work, they introduce unnecessary complexity compared to directly adding a picklist field to the Account object. A global picklist can be beneficial in scenarios where the same set of values is needed across multiple objects. In contrast, creating a custom object may be over-engineering for the simple need of categorizing accounts, particularly if the relationships and additional features (such as roll-up summaries) are not required for business operations. Thus, utilizing a picklist field streamlines the implementation and ensures that categorization remains manageable and accessible for users