Default Sales Teams: Important Details and Exceptions

Default Sales Teams

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Question

All of the following are true about Default Sales Teams EXCEPT:

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Explanations

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A. B. C. D.

A.

Default Sales Teams in Salesforce represent a group of users who are assigned to work on sales opportunities or accounts by default. Here's a detailed explanation of each of the options:

A. Default Sales Teams are configured on a user record This statement is true. Default Sales Teams are set up on a user record in Salesforce. This means that each user can have a different Default Sales Team assigned to them.

B. Default Sales Teams may be added manually to an opportunity record This statement is also true. When creating an opportunity record, the user has the option to manually add a Default Sales Team to the opportunity. This allows the user to override the Default Sales Team that is assigned to them on their user record.

C. Default Sales Teams may be added automatically to an opportunity This statement is also true. If a Default Sales Team is assigned to a user record, that Default Sales Team will automatically be added to any opportunity that the user creates. This can save time and effort for users who frequently work with the same sales team.

D. Default Sales Teams may be added manually to an account record. This statement is false. Default Sales Teams are only associated with opportunities, not accounts. However, users can manually add a sales team to an account record if they choose to do so.

In summary, Default Sales Teams are configured on a user record and can be added manually or automatically to an opportunity record. They are not associated with account records, but sales teams can be manually added to account records if needed.