Accessing Assigned Sales Representatives' Accounts and Opportunities

B

To meet the requirement of providing access to assigned sales representatives' accounts and opportunities to their dedicated sales engineers in a private sharing model, the recommended approach is to enable account teams and have each sales representative configure their default teams. Therefore, the correct answer is B: Enable account teams and have each sales representative configure their default teams.

Here's a detailed explanation of why this approach is the most appropriate:

1. Criteria-based sharing rules (Option A): Creating criteria-based sharing rules would allow for automated sharing of accounts and opportunities based on specified criteria. However, in this scenario, the requirement is to provide access to the assigned sales representatives' accounts and opportunities to their dedicated sales engineers. Criteria-based sharing rules alone would not provide a mechanism for assigning specific engineers to specific representatives.

2. Manual sharing (Option C): Having sales representatives manually share the accounts and opportunities with their assigned sales engineers is not an efficient or scalable solution. It would require manual effort for every account and opportunity, and it would become difficult to manage and maintain as the number of accounts and opportunities grows.

3. Trigger-based account and opportunity teams (Option D): Creating a trigger to add the sales engineers to their sales representatives' account and opportunity teams could be an option, but it is not the most recommended approach. Using triggers would involve custom code development, which may add complexity to the system. Additionally, triggers may need to be modified or adjusted in the future if there are changes to the sales representatives' assignments or if new engineers are added or removed.

4. Enable account teams (Option B - Correct Answer): Enabling account teams in Salesforce provides a robust and scalable solution to meet the requirement. Account teams allow for a structured way of associating multiple users with an account and providing them with specific access levels. In this case, each sales representative can configure their default account team to include their dedicated sales engineer. As a result, the engineer will automatically have access to the accounts and opportunities assigned to the sales representative.

Enabling account teams can be done by following these steps:

• Ensure that the Account Teams feature is enabled in Salesforce.
• Configure the appropriate account team roles and access levels to meet the organization's requirements.
• Instruct each sales representative to configure their default account team to include their assigned sales engineer.
• The configured default account team will automatically grant access to the sales engineer for the associated accounts and opportunities.

By enabling account teams and having each sales representative configure their default teams, the organization can efficiently and effectively provide access to the assigned sales representatives' accounts and opportunities to their dedicated sales engineers in a private sharing model.