The sales team at Cloud Kicks has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.
How should the consultant efficiently share these reports?
Click on the arrows to vote for the correct answer
A. B. C. D.B
To efficiently share newly created reports with the sales team at Cloud Kicks, the consultant should follow these steps:
Step 1: Create a Report Folder The first step is to create a Report folder to organize and store the reports. A Report folder provides a container for related reports and makes it easier to manage and share them.
Step 2: Add Members to a Private Group Option B is the correct answer: Create a Report folder, add members to a Private Group, and share the Report folder.
Private groups in Salesforce are created to facilitate collaboration and secure data access among specific users. By adding members to a Private Group, the consultant can ensure that only authorized individuals can access the shared reports. In this case, the sales team at Cloud Kicks comprises roughly 100 members, so adding them to a Private Group would be an efficient way to grant access to the reports.
Step 3: Share the Report Folder After creating the Report folder and adding members to the Private Group, the next step is to share the Report folder. Sharing the folder ensures that the reports within it can be accessed and viewed by the appropriate users.
By selecting the Private Group containing the sales team members, the consultant can grant them access to the Report folder. This allows the entire sales team to view and collaborate on the reports within the folder. They will be able to run the reports, view the results, and make informed decisions based on the data.
In summary, the consultant should create a Report folder, add the sales team members to a Private Group, and then share the Report folder with that Private Group. This approach ensures efficient sharing of reports while maintaining data security and access control within the sales team at Cloud Kicks.