Salesforce Account Owner Change and Account Team: Impact of Group Sharing

Universal Container's Salesforce Account Owner Change and Account Team: Impact of Group Sharing

Question

Universal Container's Salesforce account owner added an account team member who has access based on group sharing.

What happens when the account owner is changed and keep account team option is checked?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: B

When the account owner of an account is changed, the team member who has group-based access will be removed from the team.

Option A is incorrect because the team member with group-based access will not stay as an account team member.

Option C is incorrect because the team member with group-based access will lose access completely and can't have read-only access to the account

Option D is incorrect because the team member with group-based access will lose access completely and can't have read-only access to the account.

Reference:

Sure, I'd be happy to explain what happens when the account owner is changed and the "Keep Account Team" option is checked in Salesforce.

In Salesforce, an account team is a group of users who collaborate on an account. The team members can have different levels of access to the account, based on their roles and permissions.

If the account owner is changed in Salesforce, there are several options available for what to do with the account team. One of those options is to "Keep Account Team," which means that the current account team will remain intact, even after the ownership change.

In this scenario, the question specifically states that one of the account team members has access based on group sharing. This means that the team member's access to the account is determined by their membership in a particular group, rather than by their individual user profile or role.

So, what happens to this team member when the account owner is changed and the "Keep Account Team" option is checked? The correct answer is A: The team member with group-based access will stay as an account team member.

This means that the team member will retain their access to the account, even though the ownership has changed. They will still have the same level of access as before, based on their membership in the relevant group. However, it's worth noting that if the group sharing settings are changed, the team member's access may also change accordingly.

It's important to understand the implications of changing account ownership and managing account teams in Salesforce, as these actions can have a significant impact on user access and collaboration. As a Salesforce Certified Administrator, you should be familiar with these concepts and best practices for managing user access and permissions in the platform.