At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent'.
Which solution should the consultant recommend to meet this requirement?
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A. B. C. D.C
To ensure that the assigned sales ops specialist and sales engineer at Cloud Kicks (CK) have access to the correct Accounts, considering that the organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent', the recommended solution would be:
D. Set up Account Teams with defaults for each sales rep.
Explanation: Setting up Account Teams with defaults for each sales rep is the most appropriate solution in this scenario. Here's a detailed explanation of why this option is the best choice:
Account Teams: Account Teams in Salesforce allow multiple users to collaborate and work together on a particular account. Each Account Team can have different roles assigned to its members, such as Sales Rep, Sales Ops Specialist, and Sales Engineer.
Access to Accounts: By setting up Account Teams, you can grant specific individuals (sales ops specialist and sales engineer) access to the relevant Accounts they need to work on. This ensures that they have the necessary visibility and collaboration capabilities within the context of the assigned Accounts.
Organization-Wide Defaults (OWD): Since the OWD for Contact is set to 'Controlled by Parent', it means that Contact access is determined by the sharing settings of the parent object, which is the Account in this case. By setting up Account Teams, the sharing and access control for the related Contacts will automatically be inherited from the Account, ensuring that the sales ops specialist and sales engineer have the appropriate access to Contacts associated with the assigned Accounts.
Sharing Button (Option A): Adding the Sharing button to the page layout might allow sales reps to share Contacts as needed, but it would require manual effort and may not provide a systematic approach to ensure consistent access control for the sales ops specialist and sales engineer. Additionally, it could lead to potential sharing errors or inconsistencies.
Apex Managed Sharing (Option B): Using Apex Managed Sharing to automatically share any new Contacts could be a possible solution, but it would require custom development and ongoing maintenance. It might also introduce complexity and potential risks if not implemented correctly.
Contact OWD and Sharing Rules (Option C): Changing the Contact OWD to Private and creating sharing rules to grant visibility is not recommended in this scenario. It would limit the visibility of Contacts to only their respective owners, and sharing rules would need to be created for each individual sales ops specialist and sales engineer. This approach would result in additional administrative overhead and could become unmanageable as the organization grows.
Considering the above factors, setting up Account Teams with defaults for each sales rep is the most efficient and scalable solution to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts at Cloud Kicks.