Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?
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A. B. C. D.C
To give resellers the correct level of access to reports in the Partner Communities, the Salesforce platform should be configured as follows:
Answer: C. Create the appropriate list views and report folders in the Partner Communities for all partner users.
Explanation: Creating the appropriate list views and report folders in the Partner Communities ensures that resellers have access to the necessary reports to manage their opportunities effectively. Here's a detailed explanation of why this answer is correct:
Partner Communities: Partner Communities is a feature in Salesforce that allows external users, such as resellers, to access certain Salesforce functionalities and data. By configuring the Partner Communities, you can control what resellers can see and do within the Salesforce platform.
List Views: List views in Salesforce provide a way to filter and display records based on specific criteria. By creating the appropriate list views, you can define the criteria for resellers to view the opportunities relevant to them. These list views can be tailored to show specific information, such as opportunities by stage, close date, or other relevant fields.
Report Folders: Report folders in Salesforce are used to organize and store reports. By creating the appropriate report folders, you can structure the reports in a logical manner that aligns with the resellers' needs. This ensures that the reports are easily accessible and organized, allowing resellers to find the information they require efficiently.
Partner User Access: To provide resellers with access to the reports, you need to ensure that the appropriate list views and report folders are shared with all partner users. This means granting the necessary access permissions to the reseller profiles or roles within the Partner Communities. By doing so, resellers will be able to view and utilize the reports that are relevant to their business operations.
Option A is incorrect because simply creating the list views and report folders without sharing them with partner users would not provide the necessary access to the resellers.
Option B is not the ideal approach because relying on Chatter groups for sharing links to list views and reports might lead to a less organized and less accessible experience for the resellers.
Option D is not the best choice because creating a new tab in the Partner Communities specifically for list views and report folders might not be the most intuitive or efficient way for resellers to access and manage their opportunities.
Therefore, option C is the most appropriate answer as it involves creating the necessary list views and report folders within the Partner Communities and ensuring they are shared with all partner users, granting them the correct level of access to reports.