If Phil is promoted from a Sales Associate to Senior Sales Exec, and - ProProfs
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If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phils responsibilities. What are the appropriate steps to transfer Phils account to the new associate?

This question is part of SalesForce Administration Test ADM-201 Part 2

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rupeshdesai

Rupeshdesai

Answered on Aug 31, 2018

Create a new profile for Phil as well as new associate. Deactivate Phil s profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.

Do not overwrite inactive user records with new user data. Doing this would prevent you from tracking a history of past users and the records associated to them. Simply deactivate users when they are no longer using Salesforcesfa and create a new record for each new user
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