Salesforce Sales Cloud Consultant Test 2026 - Free Practice Questions and Exam Preparation Guide

Using contacts from another Salesforce organization in the sales process can be a crucial aspect of managing customer relationships and ensuring that sales teams have access to all relevant data. Making these contacts visible on the account detail page allows sales representatives to see all related information in one location, which facilitates better decision-making and more personalized communication. This visibility ensures that teams can seamlessly integrate data from different sources and maintain a comprehensive view of customer interactions, ultimately enhancing sales effectiveness.

By having these contacts directly linked to accounts, salespeople can easily reference interactions and previous communications, which aids in building stronger relationships with clients. This approach supports collaboration across organizations and ensures no valuable information is overlooked, promoting a more unified sales strategy.

Other options involve actions that are not generally aligned with best practices in using contacts from another organization. For example, automatically merging contacts can lead to data integrity issues, copying contacts to a spreadsheet lacks the real-time integration necessary for effective sales processes, and deleting duplicates without proper validation can result in the loss of important customer information.