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?
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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:
In this scenario, Universal Container has a complex sales department with a default account and opportunity settings set to private. The sales department has a team established for strategic accounts, comprising users with different roles such as sales reps, sales engineers, etc. However, because of the private model, these users need the account owner to manually share record access, which can be time-consuming and inefficient.
To streamline this process for the sales department, the Salesforce Admin would likely recommend enabling Account Teams or Opportunity Teams, both of which provide a way to share record access more efficiently.
Account Teams: Account Teams allow users to collaborate and share access to an account record. A team can consist of a combination of roles, including account owners, sales representatives, and sales engineers, each with their own level of access to the account record. By setting up Account Teams, sales reps can easily share account access with their colleagues without having to rely on the account owner to manually share access. This would streamline the process and reduce the amount of time spent requesting access to account records.
Opportunity Teams: Similarly, Opportunity Teams allow users to collaborate and share access to an opportunity record. Users with different roles such as sales reps, sales engineers, etc. can be added to an opportunity team, with their own level of access to the opportunity record. Opportunity teams also enable users to share relevant information, such as account details and customer history, so that everyone on the team has a comprehensive understanding of the opportunity.
In summary, to streamline the process of record sharing for Universal Container's sales department, the Salesforce Admin could enable Account Teams or Opportunity Teams, depending on the specific requirements of the sales team. These features would enable sales reps to collaborate and share record access more efficiently, reducing the amount of time spent requesting access to records and improving overall sales productivity.
Option C, creating a permission set and assigning users who need access to it, may provide access to specific objects or fields, but it would not address the need for efficient record sharing in the sales department. Option D, enabling Opportunity Split, is a feature that allows users to distribute credit for an opportunity among team members, but it is not directly related to record sharing or access control.