Northern Trail Outfitters uses Products in Salesforce and has a private security model.
What should a consultant recommend to allow product management employees the ability track the performance of a newly launched products if they do NOT have access to all opportunities?
Click on the arrows to vote for the correct answer
A. B. C. D.B
To allow product management employees to track the performance of newly launched products without giving them access to all opportunities in Northern Trail Outfitters' private security model, the recommended approach would be to create a criteria-based sharing rule (Answer B).
Here's a detailed explanation of each answer choice and why Answer B is the most appropriate:
A. Create a new product and add it to the price book with the product manager as an owner. This answer choice does not address the requirement of allowing product management employees to track the performance of the newly launched products. Assigning the product manager as the owner of the product or adding it to the price book does not provide visibility into the product's performance within specific opportunities.
B. Create a criteria-based sharing rule to add the product management team to relevant opportunities. This answer choice is the most suitable solution for the given requirement. By creating a criteria-based sharing rule, you can define specific criteria based on opportunity attributes (such as product category, region, or any other relevant field) that determine when the product management team should be granted access to the opportunities. This allows the team to track the performance of the newly launched products within the relevant opportunities while maintaining the private security model for other opportunities.
C. Create a trigger to add the product management team to the sales team of relevant opportunities. This answer choice suggests using a trigger to automatically add the product management team to the sales team of relevant opportunities. While this approach may technically work, it introduces unnecessary complexity and potential maintenance issues. Additionally, adding the product management team to the sales team might grant them more access than necessary and violate the requirement of not giving them access to all opportunities.
D. Create a trigger to set the product manager as the owner for opportunities on the new product. This answer choice focuses on assigning ownership of opportunities rather than providing visibility to the product management team. It does not fulfill the requirement of allowing the team to track the performance of the newly launched products. Moreover, setting the product manager as the owner of opportunities on the new product may not align with the desired security model and may grant more access than needed.
In summary, the most appropriate recommendation to enable product management employees to track the performance of newly launched products, without access to all opportunities, is to create a criteria-based sharing rule (Answer B). This rule should be based on specific opportunity criteria to determine when the product management team should have access to the relevant opportunities.