Automated Assignment of Product Engineers for New Opportunities | Cloud Kicks

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To meet the requirement of automatically assigning the appropriate product engineer to any new Opportunity for their particular product line with Read-Only rights, the consultant can take the following two actions:

1. Create criteria-based opportunity sharing rules for each product line (Option C):

   • Criteria-based opportunity sharing rules allow you to define specific criteria that determine how opportunities are shared with users or groups. In this case, you can create separate criteria-based opportunity sharing rules for each product line.
   • For example, you can create a sharing rule that specifies that any opportunity with a certain product line should be shared with the corresponding product engineer.
   • By setting the sharing rule to Read-Only access, the assigned product engineer will have read-only access to the opportunity records, ensuring that they can view the details and collaborate with the sales reps effectively.

2. Enable Default Opportunity Teams for the opportunity (Option B):

   • Default Opportunity Teams allow you to automatically add predefined teams to new opportunities based on certain criteria.
   • You can create default opportunity teams for each product line, and assign the corresponding product engineer as a member of the team.
   • When a new opportunity is created, the default opportunity team will be automatically added, including the assigned product engineer with Read-Only access.
   • This ensures that the appropriate product engineer is automatically assigned to the opportunity and has the necessary access rights.

Explanation of other options:

• Manually assign each product engineer based on the opportunity product line (Option A):

  • This option would require manual effort from the sales reps or sales management to assign the appropriate product engineer to each opportunity, which is not an efficient or automated solution.

• Enable Default Account Teams for each product line (Option D):

  • Default Account Teams are used for assigning teams to accounts, not opportunities. Enabling default account teams for each product line would not automatically assign the product engineer to the opportunities.

In summary, the consultant can create criteria-based opportunity sharing rules to automatically share opportunities with the corresponding product engineer, and enable default opportunity teams to ensure the appropriate product engineer is assigned to new opportunities with Read-Only access. These actions provide an automated and efficient solution to meet the requirement.