Universal Containers' Private Sharing Model with Opportunity Team Selling
Question
Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives.
Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?
Answers
Explanations
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A. B. C. D.B
To determine the correct data set filter on a single report that would allow sales representatives at Universal Containers to see all opportunities they are involved with, let's analyze the options provided:
A. My team's opportunities: This filter would only show the opportunities owned by the sales representatives themselves, excluding the opportunities they collaborate on with other team members. Since the question mentions that sales representatives collaborate on opportunities, this filter would not provide a comprehensive view of all the opportunities they are involved with.
B. My team-selling and my opportunities: This filter is a combination of the opportunities owned by the sales representatives themselves (my opportunities) and the opportunities on which they collaborate with other team members (team-selling opportunities). This filter would allow sales representatives to see both the opportunities they directly manage and the ones they collaborate on, making it a potential correct choice.
C. My collaborative opportunities: This filter specifically focuses on the opportunities where sales representatives collaborate with others. It would include opportunities they contribute to as part of a team, but it may exclude opportunities that they manage individually. Therefore, it may not provide a complete view of all opportunities they are involved with.
D. My team-selling shared opportunities: This filter combines the concept of team-selling and shared opportunities. While it seems related to the scenario described, the term "shared opportunities" is not commonly used in Salesforce. Without further context or clarification, it is difficult to determine if this option is the most appropriate.
Based on the analysis, the most suitable data set filter for sales representatives to see all opportunities they are involved with is likely option B: My team-selling and my opportunities. This filter would encompass both the opportunities they directly manage and the ones they collaborate on with other sales representatives, aligning with the scenario mentioned in the question.
