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

If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil’s responsibilities. What are the appropriate steps to transfer Phil’s account to the new associate?
A .  Overwrite Phil’s User Profile with the new associates information and create a new profile for Phil.
B .  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.
C .  Associate the new role to Phil’s existing profile and Transfer all the accounts, opportunities and leads to the new associate.
D .  None of the above

View Answer

Answer: B