Salesforce Certified Administrator Exam: Using Opportunity Teams for Private Opportunities

Using Opportunity Teams for Private Opportunities

Question

You can use opportunity teams for private opportunities.

Answers

Explanations

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A. B.

Correct Answer: B

For private opportunities, you cannot use opportunity teams.

Reference:

The answer is A. True, you can use opportunity teams for private opportunities in Salesforce.

Opportunity teams are a feature in Salesforce that allow multiple users to collaborate on a single opportunity record. This can include sharing information about the opportunity, assigning tasks, and tracking progress.

By default, opportunity teams are only available for opportunities that are set to public visibility. However, it is possible to enable them for private opportunities as well. To do this, you would need to customize the Opportunity page layout to include the Opportunity Team related list and then adjust the sharing settings to allow access to the related opportunity team members.

Enabling opportunity teams for private opportunities can be useful in situations where you want to restrict access to the opportunity record, but still need to allow multiple users to collaborate on it. For example, you might have a confidential opportunity that only a select group of users can access, but you still want to involve other team members in the sales process. By using opportunity teams, you can grant access to the necessary users while maintaining the overall privacy of the opportunity record.