Examkin

Question

Difficulty: EasyOpportunity Teams and Team Selling Access

An administrator at Cloud Kicks needs to enable a sales representative to grant a technical specialist Read/Write access to a specific opportunity record they are collaborating on. The organization-wide default sharing setting for Opportunities is set to Private. Which feature should the administrator configure to meet this requirement?

  1. Opportunity TeamsAnswer
  2. B
    A new Profile with 'Modify All Data' assigned to the specialist
  3. C
    Organization-Wide Defaults set to Public Read/Write
  4. D
    A Permission Set with 'View All' on Opportunities assigned to the specialist

Answer

Opportunity Teams enable sales reps to add team members to specific opportunity records and assign them Read Only or Read/Write access to collaborate on the deal.
Opportunity Teams allow opportunity owners or administrators to add team members to an opportunity and define their record-level access (Read Only or Read/Write), facilitating collaboration on a specific deal without altering organization-wide defaults or assigning broad object permissions.

Step-by-Step Solution

1
Analyze the sharing requirement
The requirement calls for ad-hoc, record-level sharing of a specific opportunity while keeping the baseline OWD Private.
Global access expansion must be avoided.
2
Evaluate record collaboration features
Opportunity Teams allow opportunity owners to grant specific users access to individual opportunities based on assigned team roles.
Opportunity Teams are designed specifically for team selling scenarios on single opportunity records.

Key Concept

Opportunity Teams and Team Selling Access
Estimated Time:45s
Rate this question

Topics

Opportunity Teams and Team Selling Access

More questions from this topic