Salesforce Advanced Administrator Advanced-Administrator Reddit Questions

To manage both B2C and B2B customers, CK should use Person Accounts and Contacts to Multiple Accounts features. Person Accounts allow CK to store information about individual consumers without requiring a separate account record. Contacts to Multiple Accounts allow CK to associate a contact with multiple accounts, such as their employer and their personal account. References: &type=5 &type=5

Debug Log is a tool that captures information about database operations, system processes, and errors that occur when executing a transaction or running a unit test. Debug Log can help troubleshoot issues related to triggers, workflows, validation rules, or other custom logic by showing the order of execution and the values of variables and expressions

Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. References: &type=5 &type=5

Salesforce’s Data Export Service is a tool that allows you to export your organization’s data to a set of comma-separated values (CSV) files and store them in a backup location of your choice. You can schedule this service to run weekly or monthly and receive an email notification when your files are ready to download. This is one way to back up your data daily without using any external tools or services. References: m/s/articleView?id=sf.data_export.htm&type=5