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Zorluk: OrtaOpportunity Teams and Team Selling Access

Universal Containers maintains an Organization-Wide Default (OWD) sharing setting of Private for both Account and Opportunity records. A sales representative adds a technical specialist to an Opportunity Team with Read/Write access on a specific high-value deal. What access does the technical specialist automatically receive on the associated parent Account record as a result of this action?

  1. Implicit Read Only access to the parent Account recordCevap
  2. B
    Implicit Read/Write access to the parent Account record matching the Opportunity access level
  3. C
    No access to the parent Account record unless assigned an additive administrative profile
  4. D
    Read/Write access to all child Opportunities associated with that parent Account

Cevap

The technical specialist receives implicit Read Only access to the parent Account record.
Under Salesforce Parent Implicit Sharing rules, when a user is added to an Opportunity Team, Salesforce automatically grants that user implicit Read Only access to the associated parent Account record if they do not already have access to it.

Adım Adım Çözüm

1
Identify the sharing mechanics triggered by Opportunity Team addition
Adding a user to an Opportunity Team establishes object-level access for the Opportunity record.
Salesforce built-in implicit sharing determines how access cascades up to parent records.
2
Apply Parent Implicit Sharing rules for Opportunities
Salesforce grants the Opportunity Team member implicit Read Only access to the associated parent Account record.
Users who can view or edit a child record must be able to see the parent record context.

Anahtar Kavram

Opportunity Team Implicit Account Sharing
Tahmini Süre:1m 30s
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Konular

Opportunity Teams and Team Selling Access

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