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Zorluk: KolayOpportunity Teams and Team Selling Access

A sales manager needs a solutions architect to collaborate on a complex opportunity deal. The Organization-Wide Default for Opportunities is set to Private. The manager wants the opportunity owner to easily grant the solutions architect Read/Write access to this specific deal without giving them access to all opportunities across the organization. Which Salesforce feature should the administrator enable to meet this requirement?

  1. Opportunity TeamsCevap
  2. B
    Permission Sets granting View All on Opportunities
  3. C
    Organization-Wide Defaults set to Public Read/Write
  4. D
    Custom User Profiles with Modify All Data permission

Cevap

Opportunity Teams should be enabled to allow deal-level collaborative access.
Opportunity Teams enable team selling, allowing opportunity owners to add cross-functional team members (such as solutions architects) to individual deals and grant them specific access permissions (Read Only or Read/Write).

Adım Adım Çözüm

1
Analyze requirement
Access is required for a specific opportunity record without altering org-wide access.
The scenario requires ad-hoc, record-level sharing for team collaboration.
2
Evaluate features
Opportunity Teams allow opportunity owners to manually invite users and assign Read Only or Read/Write access to individual deals.
This directly fulfills the requirement of deal-specific sharing while preserving overall Private OWD settings.

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Opportunity Teams and Team Selling Access
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Opportunity Teams and Team Selling Access

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