Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.BC
To meet the requirement of restricting access to opportunities at Cloud Kicks, a Salesforce Certified Sales Cloud Consultant can take the following two actions:
Set opportunity access on the role to View All opportunities associated with their accounts (Answer B): This action involves configuring the role-based access control settings to grant sales users the ability to view all opportunities associated with the accounts they own. By enabling this access, sales users will be able to see opportunities linked to the accounts they are responsible for, even if they are not the owners of those opportunities. This ensures that relevant opportunities are accessible to the appropriate sales users within their own account territories, allowing them to collaborate effectively and work on potential deals.
Set organization-wide defaults for opportunities to Private (Answer D): This action involves adjusting the organization-wide default sharing settings for opportunities to "Private." By setting opportunities to private, the visibility of opportunities is limited to their owners and users with higher-level access privileges, such as administrators and sales managers. This ensures that sales users can only see and access opportunities they own. Additionally, by setting opportunities to private, it overrides the broader access permissions that may be granted through roles or other sharing mechanisms, enforcing strict access control and maintaining the desired restriction on opportunity visibility.
Let's analyze the other options as well:
Set organization-wide defaults for opportunities to Public Read-Only (Answer A): This option would allow all users in the organization, including sales users, to have read-only access to all opportunities. However, this does not satisfy the requirement of restricting access to only opportunities they own or opportunities tied to accounts they own. Therefore, this option does not meet the requirement.
Set Territory Management to grant Read access to opportunities owned by others (Answer C): Territory Management is a feature in Salesforce that helps manage sales territories and their associated data. While it provides various functionalities related to territory-based access, such as assigning accounts and opportunities to specific territories, it does not directly address the requirement of restricting access to opportunities based on ownership. Granting read access to opportunities owned by others would contradict the requirement, as it would allow sales users to view opportunities owned by their colleagues, which is not desired. Therefore, this option does not meet the requirement.
In summary, to meet the requirement of restricting access to opportunities at Cloud Kicks, a Salesforce Certified Sales Cloud Consultant should set the opportunity access on the role to "View All" opportunities associated with their accounts (Answer B) and set the organization-wide defaults for opportunities to "Private" (Answer D). These actions ensure that sales users can only access opportunities they own and opportunities tied to the accounts they own, maintaining the desired level of access control and data security.