Universal Container has a very complex sales department where the wide organization default for account and opportunity are set to private.
For the strategic accounts, a team has been established with users with different roles such as sales reps, sales engineers, etc.
Due to the Universal Container private model, these users will need the account owner to manually share record access.
What would the Salesforce Admin recommend in order to streamline the process for the sales department?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: B
Enabling account teams will resolve the company issue where it will resolve the record sharing condition and will provide an ideal solution to track the user relationship for each account.
Option A is incorrect because the scenario is discussing accounts not opportunities.
Option C is incorrect because the permission set is assigned to the user who needs additional access that is not provided in their profile.
Option D is incorrect because opportunity splits are related to opportunity credit split, not to the account sharing.
Reference:
The best option to streamline the process for the sales department in this case would be to enable Account Teams.
Account Teams allow a group of users to work together and share information related to an account. Each team can have multiple users with different roles and levels of access. With Account Teams, the team members can collaborate on the account without relying on the account owner to manually share record access.
Opportunity Teams, on the other hand, are designed to collaborate on individual opportunities and not on the account level. Therefore, enabling Opportunity Teams would not streamline the process for the sales department in this case.
Creating a permission set and assigning users who need access to it would allow users to access records based on their permission level, but it would not streamline the sharing process as the account owner would still need to manually share record access.
Enabling Opportunity Splits is a feature that allows users to share credit and revenue on opportunities with team members. It does not help streamline the sharing process for account access in this case.
Therefore, the best option for streamlining the sharing process for the sales department in this case is to enable Account Teams.