What process should be implemented to accommodate users choosing an account from a survey?

What process should be implemented to accommodate users choosing an account from a survey?

• A. Create a lookup relationship field on the survey object
• B. Add the survey related list to the account page layout
• C. Integrate surveys directly into the account interface
• D. Set up survey permissions in account settings

Answer: (A)

Creating a lookup relationship field on the survey object allows users to associate a specific account with their survey responses. This approach is effective because it directly links the survey entries to the corresponding accounts, facilitating seamless data retrieval and reporting. Users can select an account when filling out the survey, ensuring that each response is contextualized within the correct account framework. This setup enhances data integrity and provides valuable insights as it creates a direct relationship between surveys and accounts, making it easier for organizations to analyze survey results based on account characteristics. It also allows future customizations, such as automated workflows responding to the survey results related to specific accounts. The other options, while potentially useful in their own contexts, do not directly address the relationship between accounts and survey responses in a way that promotes effective tracking and management of survey data linked to specific accounts.

Creating a lookup relationship field on the survey object allows users to associate a specific account with their survey responses. This approach is effective because it directly links the survey entries to the corresponding accounts, facilitating seamless data retrieval and reporting. Users can select an account when filling out the survey, ensuring that each response is contextualized within the correct account framework.

This setup enhances data integrity and provides valuable insights as it creates a direct relationship between surveys and accounts, making it easier for organizations to analyze survey results based on account characteristics. It also allows future customizations, such as automated workflows responding to the survey results related to specific accounts.

The other options, while potentially useful in their own contexts, do not directly address the relationship between accounts and survey responses in a way that promotes effective tracking and management of survey data linked to specific accounts.