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Difficulty: MediumOpportunity Teams and Team Selling Access

An organization sets the Organization-Wide Default (OWD) sharing setting for Opportunities to Private. A sales representative requires assistance from a technical specialist on a specific high-value deal and needs to grant this specialist Read/Write access to the opportunity record without giving them broader access to other opportunities in the organization. Which configuration should the system administrator recommend?

  1. Add the technical specialist as a member of the Opportunity Team on the specific deal with Read/Write access.Answer
  2. B
    Assign a profile to the technical specialist that includes the 'Modify All' object permission for Opportunities.
  3. C
    Enable 'Grant Access Using Hierarchies' on the Opportunity object to automatically share the record.
  4. D
    Change the Organization-Wide Default (OWD) for Opportunities from Private to Public Read/Write.

Answer

Adding the technical specialist to the specific Opportunity Team with Read/Write access grants ad-hoc, record-level collaboration access without changing global permissions or OWD baseline security.
Adding the specialist directly to the Opportunity Team with Read/Write access allows ad-hoc collaboration on that specific record, perfectly satisfying the requirement of record-level sharing without granting over-broad permissions.

Step-by-Step Solution

1
Analyze access requirements
Identify that access is needed for a single opportunity record, with Read/Write permissions granted to a single cross-functional team member.
The requirement asks for ad-hoc record sharing rather than administrative or org-wide permission changes.
2
Evaluate standard sharing tools for Opportunities
Determine that Opportunity Teams facilitate team selling by enabling record owners to share specific opportunities with collaborative team members at defined access levels.
Opportunity Teams provide record-level access control tailored to individual deals.

Key Concept

Opportunity Teams and Team Selling Access
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Topics

Opportunity Teams and Team Selling Access

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