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Difficulty: MediumOpportunity Teams and Team Selling Access

A company operates with a Private Organization-Wide Default (OWD) sharing model for Opportunities. The Salesforce administrator enables Team Selling (Opportunity Teams) to allow account executives and solution engineers to collaborate on major deals. Which two statements accurately describe the sharing capabilities and record access behaviors provided by Opportunity Teams?

  1. Granting a user access via an Opportunity Team provides record-level access (Read Only or Read/Write) specifically for that Opportunity record.Answer
  2. Adding a team member to an Opportunity automatically grants that user implicit Read Only access to the associated parent Account record if they do not already have access.Answer
  3. C
    Adding a team member to an Opportunity Team overrides the user's Profile settings to grant them object-level Edit permissions on Opportunities.
  4. D
    Opportunity Team membership grants record access downward in the role hierarchy, automatically allowing the added team member's direct reports to view the opportunity.
  5. E
    Adding a user to an Opportunity Team automatically assigns them a Permission Set granting Modify All Data permissions for the Opportunity object.

Answer

The correct statements are that Opportunity Teams provide explicit record-level access (Read Only or Read/Write) to specific opportunities and grant implicit Read Only access to the associated parent Account record if the user lacks account access.
Opportunity Teams allow record owners to grant Read Only or Read/Write record access to individual team members for a specific deal. Additionally, Salesforce enforces implicit sharing where accessing a child opportunity grants implicit Read Only access to the parent account so team members can view essential account context.

Step-by-Step Solution

1
Analyze how Opportunity Teams share opportunity record data.
Opportunity Team members are assigned specified access levels (Read Only or Read/Write) on the specific Opportunity record.
Team selling is designed for ad-hoc record-level sharing.
2
Determine implicit sharing rules between child Opportunities and parent Accounts.
Users granted access to an opportunity automatically receive implicit Read Only access to the parent account.
Salesforce built-in implicit sharing ensures users can view the context of the related account record.
3
Evaluate object security and hierarchy interaction.
Profiles/Permission sets control object-level permissions, and hierarchy access propagates upwards, not downwards.
Record sharing mechanisms cannot bypass profile-based object-level security or invert hierarchy inheritance.

Key Concept

Opportunity Team Sharing and Implicit Account Access
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Topics

Opportunity Teams and Team Selling Access

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