Universal Containers maintains Private Organization-Wide Defaults for both Account and Opportunity objects. An administrator enables Team Selling and configures a Default Opportunity Team for a Senior Sales Executive, adding a Solution Architect with Read/Write Opportunity Access. However, when the Senior Sales Executive creates a new opportunity record, the Solution Architect cannot view or access it. The administrator verifies that the Default Opportunity Team member configuration is active and accurate. What is the most likely cause of this issue?
- The Senior Sales Executive has not enabled the user setting to automatically add their default opportunity team to newly created opportunities.Answer
- BThe Solution Architect's profile is missing the 'Modify All Data' administrative permission required to accept automatic sharing grants.
- CThe Opportunity Organization-Wide Default must be set to Public Read-Only for Default Opportunity Team auto-assignment to function.
- DThe Opportunity object has 'Grant Access Using Hierarchies' disabled, preventing team sharing rules from executing upon record creation.
Answer
The Senior Sales Executive has not enabled the user setting to automatically add their default opportunity team to newly created opportunities.
Defining a Default Opportunity Team establishes a reusable team structure for a user, but Salesforce requires the user to explicitly check the setting 'Automatically add my default opportunity team to opportunities that I create or open' in their personal user settings. If this checkbox is unchecked, the default team is not added automatically upon record creation and must be added manually using the Add Default button.
Step-by-Step Solution
Key Concept
Default Opportunity Team Automation Settings
Estimated Time:1m 30s