Match each Salesforce Opportunity Team or Account Team sharing scenario on the left with its correct record access behavior or system capability on the right.
- Adding a user to an Opportunity Team with 'Read/Write' access on an opportunity record when Organization-Wide Defaults for Opportunities are 'Private'.Grants record-level Read/Write sharing access to that specific opportunity without altering object permissions or global sharing defaults.
- Configuring a user's 'Default Opportunity Team' in personal settings and enabling automatic addition.Automatically populates the specified team members and access roles whenever that user creates or is assigned a new opportunity.
- Adding an Account Team member with 'Opportunity Access' specified as 'Read-Only'.Provisions Read-Only access to all opportunities associated with that account, regardless of individual opportunity ownership.
- Updating an existing Opportunity Team member's role access level directly on a specific opportunity record.Modifies the underlying record sharing table entry to adjust access permissions for that single record only.
Answer
1. Adding a user to an Opportunity Team with 'Read/Write' access on a Private OWD opportunity corresponds to granting record-level sharing access to that specific opportunity without changing global OWD or object permissions.
2. Configuring a Default Opportunity Team with automatic addition corresponds to automatically adding pre-configured team members when creating or receiving opportunity records.
3. Adding an Account Team member with 'Read-Only' Opportunity Access corresponds to provisioning Read-Only access across all opportunities associated with that account.
4. Updating a team member's access on a specific opportunity corresponds to modifying the underlying record sharing table entry for that single record.
2. Configuring a Default Opportunity Team with automatic addition corresponds to automatically adding pre-configured team members when creating or receiving opportunity records.
3. Adding an Account Team member with 'Read-Only' Opportunity Access corresponds to provisioning Read-Only access across all opportunities associated with that account.
4. Updating a team member's access on a specific opportunity corresponds to modifying the underlying record sharing table entry for that single record.
Each match correctly aligns the Salesforce team sharing feature with its underlying mechanism:
- Opportunity Team membership grants explicit record-level access without changing object permissions or OWD.
- Default Opportunity Teams automate team assignment upon record creation.
- Account Team opportunity sharing settings propagate access to all child opportunities of the account.
- Direct edits to an Opportunity Team member's access alter the share row for that individual opportunity.
- Opportunity Team membership grants explicit record-level access without changing object permissions or OWD.
- Default Opportunity Teams automate team assignment upon record creation.
- Account Team opportunity sharing settings propagate access to all child opportunities of the account.
- Direct edits to an Opportunity Team member's access alter the share row for that individual opportunity.
Step-by-Step Solution
Key Concept
Opportunity Teams and Team Selling Access
Estimated Time:2m 0s