Question

Difficulty: MediumOpportunity Teams and Team Selling Access

An organization enables Team Selling in Salesforce to facilitate collaboration among sales reps, solution engineers, and managers on complex deals. Which two statements correctly describe the standard capabilities and access behaviors of Opportunity Teams? (Select TWO)

  1. Opportunity team members can be granted either Read-Only or Read/Write access to the specific opportunity record.Answer
  2. Users can construct a Default Opportunity Team within their personal settings to efficiently add standard deal teams to opportunities they own.Answer
  3. C
    Adding a team member to an Opportunity Team automatically grants that user Read/Write access to the parent Account record.
  4. D
    Users must be assigned a dedicated profile containing the 'Modify All Data' administrative permission before they can be added to an Opportunity Team.
  5. E
    Opportunity Teams are strictly limited to orgs where the Organization-Wide Default (OWD) sharing setting for Opportunities is Public Read/Write.

Answer

The correct statements are that Opportunity team members can be assigned Read-Only or Read/Write access to the opportunity, and users can define a Default Opportunity Team in their personal settings for quick setup.
Opportunity Teams allow opportunity owners and administrators to grant team members either Read-Only or Read/Write sharing access to the opportunity. Additionally, sales reps can build a Default Opportunity Team in their personal settings to rapidly apply standard team structures to deals.

Step-by-Step Solution

1
Analyze Opportunity Team access permissions
Confirm that record owners or administrators can grant Read-Only or Read/Write permissions to members added to an opportunity team.
Opportunity Teams provide record-level sharing control tailored to specific team roles.
2
Evaluate user productivity features for Team Selling
Identify that Default Opportunity Teams can be configured in personal settings for convenient reuse.
This automates adding frequent collaborators to opportunities without manually inviting members each time.
3
Verify parent account implicit sharing rules and profile prerequisites
Rule out automatic Read/Write account access, profile restrictions, and Public Read/Write OWD requirements.
Implicit account access granted via opportunity teams is read-only, and team selling is intended for private or restrictive sharing models without requiring administrative profile overrides.

Key Concept

Opportunity Team Sharing Access and Default Opportunity Teams
Rate this question