An administrator is configuring Opportunity Teams and Team Selling access within a Salesforce org with Private Organization-Wide Defaults. Match each Opportunity Team sharing setting or feature on the left with its corresponding access behavior or functionality on the right. How do these Opportunity Team access permissions behave?
- Default Opportunity TeamAllows sales representatives to quickly add a predefined list of core team members and assigned access levels to owned opportunities.
- Read/Write Opportunity Team AccessGrants team members permission to view and edit opportunity details even when Organization-Wide Defaults are set to Private.
- Implicit Parent Account AccessAutomatically provides Read Only visibility to the associated parent account record for team members who lack explicit account access.
- Role Hierarchy Access for Opportunity TeamsEnsures managers higher in the role hierarchy inherit the same opportunity access granted to their subordinate team members.
Answer
Default Opportunity Team matches with automatically adding a predefined list of team members; Read/Write Opportunity Team Access matches with granting view and edit permissions despite Private OWD; Implicit Parent Account Access matches with providing Read Only access to the associated parent account; Role Hierarchy Access matches with ensuring managers inherit access granted to subordinate team members.
Each feature corresponds strictly to its Salesforce sharing model behavior: Default Opportunity Teams store standard member configurations; Read/Write access allows record editing under Private OWD; implicit account access provides Read Only access to the parent Account; and Role Hierarchy propagation grants managers access inherited from their subordinates.
Step-by-Step Solution
Key Concept
Opportunity Team Sharing and Access Propagation
Estimated Time:1m 30s