An organization maintains Private Organization-Wide Defaults (OWD) for both Account and Opportunity objects. A sales representative adds their Default Opportunity Team to a newly created opportunity to collaborate with cross-functional team members. Which two sharing behaviors and access outcomes occur as a result of this action?
- Team members receive the specific Opportunity access level (Read Only or Read/Write) designated in the opportunity team configuration.Answer
- Team members are automatically granted implicit Read Only access to the parent Account record if they do not already have access to it.Answer
- CThe Organization-Wide Default sharing setting for the parent Account automatically converts to Public Read-Only for all users in the organization.
- DTeam members automatically receive custom Permission Sets granting object-level Read and Edit access to all custom objects related to the Account.
- EThe opportunity owner's user profile must be updated with the Modify All Data permission for Opportunity Team access rules to take effect.
Answer
Adding team members to an Opportunity Team grants those members the specified Opportunity access level (Read Only or Read/Write) and automatically grants them implicit Read Only access to the parent Account record.
When adding users to an Opportunity Team, each user receives the designated access level (Read Only or Read/Write) for that opportunity. Additionally, Salesforce implicit sharing automatically grants team members Read Only access to the associated parent Account record so they can view essential context.
Step-by-Step Solution
Key Concept
Opportunity Teams and Implicit Account Sharing