A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.
What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?
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A. B. C. D.B
To allow account owners to selectively share an account's contacts with opportunity owners in Salesforce, the consultant should recommend the following solution:
Option B: Add opportunity owners to the Account Team and configure contact sharing.
Explanation:
Account Teams: Account Teams in Salesforce allow multiple users to collaborate and work together on an account. By adding opportunity owners to the Account Team, they will gain access to the account's related records, such as contacts.
Opportunity Ownership: In the given scenario, the sales rep owns the opportunity, but they are unable to view the contacts associated with the account. Transferring the account ownership to the opportunity owner (Option C) might not be the most appropriate solution since the sales rep should still have visibility of the account and collaborate with the opportunity owner.
Contact Sharing: Salesforce provides flexible sharing options to control access to records. By configuring contact sharing, the consultant can define rules and permissions to determine which users can view or edit contacts associated with an account. By adding opportunity owners to the Account Team, they can be granted access to the account's contacts according to the sharing rules set up by the consultant.
Opportunity Team: Although adding opportunity owners to the Opportunity Team (Option A) can provide some collaboration and visibility within the opportunity, it does not directly address the issue of sharing contacts from the associated account. The Opportunity Team primarily focuses on collaboration within the opportunity itself, while the Account Team is more suitable for sharing account-related information.
Therefore, the recommended solution is Option B: Add opportunity owners to the Account Team and configure contact sharing. This approach allows for selective sharing of contacts with opportunity owners while maintaining the sales rep's visibility and collaboration on the account.