A sales representative at a global consulting firm frequently collaborates with the same Sales Engineer and Product Specialist on complex sales deals. The Organization-Wide Default (OWD) for Opportunities is Private. The sales representative wants these two colleagues to automatically gain Read/Write access to every new opportunity record the representative creates, avoiding the need to manually add them to each deal individually. Which administrative configuration or user setting fulfills this requirement with the least administrative effort?
- Instruct the sales representative to set up a Default Opportunity Team in their personal user settings and enable automatic addition to new opportunities.Answer
- BCreate a criteria-based Sharing Rule on the Opportunity object that shares records owned by the sales representative with a Public Group containing the colleagues.
- CAssign a custom Permission Set to the colleagues granting Modify All permission on the Opportunity object.
- DAdd the colleagues to the parent Account Team and rely on standard Account Team member access propagation to grant edit permissions on all child opportunities.
Answer
The sales representative should configure a Default Opportunity Team within their personal settings and enable the option to automatically add the team to newly created opportunities.
Configuring a Default Opportunity Team in personal settings allows the user to specify default team members, roles, and access levels (such as Read/Write). Setting the option to automatically add the default team ensures every new opportunity created by the sales representative automatically shares access with the specified team members.
Step-by-Step Solution
Key Concept
Default Opportunity Teams allow users to define a recurring group of collaborators with specific access levels that can be added manually or automatically to opportunities they own.