Opportunities Edit Access: Reasons for Sales Rep's Experience

Opportunities Edit Access

Question

A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own.

Which three reasons could explain the sales rep's experience? (Choose three.)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

ACD

To analyze the situation and determine the three possible reasons for the sales rep's experience, let's go through each answer choice:

A. All provisioned Opportunity object permissions enable Read access with all accounts associated with the sales rep.

This statement suggests that the sales rep has read access to all opportunities associated with the accounts they own. However, it does not explain why they can edit some opportunities but not others. Therefore, this answer choice does not provide a sufficient explanation.

B. The organization-wide defaults for opportunities are set to Private.

This statement indicates that the organization-wide defaults for opportunities are set to "Private." This means that by default, only the opportunity owner has access to view and edit the opportunity. In this case, it is likely that the sales rep can edit some opportunities associated with the accounts they own because they are the owners of those specific opportunities. However, they cannot edit other opportunities because those are owned by different users. Therefore, this answer choice could explain the sales rep's experience.

C. Opportunity visibility allows view access to opportunities owned by others and associated with accounts they own.

This statement suggests that the opportunity visibility settings allow the sales rep to view opportunities owned by other users but associated with accounts they own. However, it does not provide any information about the sales rep's editing capabilities. Therefore, this answer choice does not provide a sufficient explanation.

D. Some opportunities associated with the sales rep's account are owned by other users.

This statement indicates that there are opportunities associated with the sales rep's account that are actually owned by other users. In Salesforce, the ownership of an opportunity determines the user's ability to edit it. If the sales rep is not the owner of an opportunity, they will not be able to edit it, regardless of their association with the account. Therefore, this answer choice could explain the sales rep's experience.

E. Sharing Rules for opportunities are set to Manager Groups.

This statement introduces the concept of sharing rules. Sharing rules in Salesforce allow for further customization of record access based on certain criteria, such as roles or groups. However, this answer choice does not provide any specific information about how the sharing rules are configured or how they might affect the sales rep's editing capabilities. Therefore, this answer choice does not provide a sufficient explanation.

In summary, the three possible reasons that could explain the sales rep's experience are:

  1. The organization-wide defaults for opportunities are set to Private, which limits access to opportunities owned by other users.
  2. Some opportunities associated with the sales rep's account are owned by other users, which restricts the sales rep's ability to edit them.
  3. There is insufficient information to determine whether sharing rules are affecting the sales rep's editing capabilities.

Therefore, the correct answer choices are B, D, and E.