Cloud Kicks has a private sharing model on Accounts. Sales reps need to ensure that specific users can qualify marketing Opportunities on then Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.
What should the consultant recommend to the account executives?
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A. B. C. D.C
In the given scenario, Cloud Kicks has a private sharing model on Accounts, which means that by default, only the owner and users above the owner in the role hierarchy have access to the Account records. However, the sales reps need to ensure that specific users can qualify marketing Opportunities on those Accounts, and sales management needs to report on which users are assigned to Opportunities.
To address this requirement, the consultant should recommend the following approach:
Option C. Add specific users as Opportunity team members with a role that grants Read/Write access.
Explanation:
In Salesforce, an Opportunity represents a potential sale or deal. By adding specific users as Opportunity team members, you can grant them access to the Opportunities associated with the Accounts.
Here's a detailed explanation of why Option C is the recommended approach:
Share Accounts with specific users and their respective teams (Option A): Sharing Accounts with specific users and their teams would provide access to the Account records. However, it does not directly address the requirement of allowing specific users to qualify Opportunities on those Accounts or enable reporting on assigned users for Opportunities. Therefore, this option is not the most appropriate choice.
Share Opportunities with specific users by granting Read access to Opportunities in their portfolio (Option B): Granting Read access to Opportunities in the users' portfolios would allow them to view the Opportunities. However, this option does not provide the necessary access level for the users to qualify Opportunities or make changes to them. Additionally, it does not facilitate reporting on assigned users for Opportunities. Hence, this option is not the most suitable choice.
Add specific users as Opportunity team members with a role that grants Read/Write access (Option C): This option involves adding specific users as Opportunity team members. By doing so, these users will have Read/Write access to the Opportunities associated with the Accounts. With Read/Write access, they can qualify Opportunities and make changes as needed. Additionally, adding them as team members allows for easy tracking and reporting on assigned users for Opportunities. Therefore, this option best aligns with the requirement mentioned in the scenario.
Add specific users as Account team members with a role that grants Modify All access (Option D): Adding specific users as Account team members with Modify All access would provide them with extensive control over the Account records. However, it does not specifically address the requirement of granting access to Opportunities or reporting on assigned users for Opportunities. Additionally, granting Modify All access might be too broad and may not be necessary for the sales reps in this scenario. Therefore, this option is not the most suitable choice.
In conclusion, the consultant should recommend Option C - adding specific users as Opportunity team members with a role that grants Read/Write access. This approach allows the sales reps to qualify Opportunities on the Accounts while enabling tracking and reporting on the assigned users for Opportunities.