Universal Container's Salesforce admin is setting up an opportunity team in Salesforce.
What are the required steps while setting up an opportunity team? (Choose three options)
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A. B. C. D.Correct Answer: A, B, and C
When you do the setup for the opportunity team in Salesforce, first you need to add the team members, then assign the roles for each of the members on the opportunity, and then you need to assign the access level needed whether it would be read and write access or only read-only access.
Option D is incorrect because the role hierarchy is related to Salesforce roles, not to the opportunity team.
Reference:
Sure, I'd be happy to provide a detailed explanation on the required steps to set up an opportunity team in Salesforce.
An opportunity team is a group of users who work together to close a sales deal. Setting up an opportunity team involves creating a group of users and assigning specific roles and access levels to each member of the team.
The three required steps while setting up an opportunity team in Salesforce are as follows:
Add the team members: The first step is to add the members to the opportunity team. To do this, navigate to the opportunity record, click on the "Opportunity Team" related list, and then click on the "Add Team Members" button. You can then search for the team members you want to add and select them.
Assign the role for each member on the opportunity: The next step is to assign a role to each member of the team. Roles define the level of access and visibility that each team member has on the opportunity. To assign a role, click on the "Opportunity Team" related list, select the team member, and then choose the appropriate role from the drop-down list.
Assign the level of access for each team member: Finally, you need to assign the level of access for each team member. Access determines what a team member can do with the opportunity, such as editing or deleting it. To assign access, click on the "Opportunity Team" related list, select the team member, and then choose the appropriate access level from the drop-down list.
Note that creating a role hierarchy is not a required step while setting up an opportunity team. However, it is a recommended best practice for managing access and visibility in Salesforce. A role hierarchy defines the levels of access that users have to records based on their position in the hierarchy. This can be useful for managing larger teams and ensuring that the right people have access to the right information.