Discover the optimal solution for granting sales associates specific permissions to accounts, cases, and opportunities in Salesforce. Learn how to leverage Account teams, Case teams, and sharing settings to achieve precise access control and foster collaboration.
Table of Contents
Question
The sales managers at Universal Containers (UC) requested their teams to define each user’s role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associated should only get the following permissions:
- Read access to the accounts.
- Read access to cases related to the accounts.
- No access to deals related to the accounts.
- The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is private and no sharing rules are configured on the account object. How can an Architect achieve these requirements?
A. Use Account teams to define access to accounts as well as opportunities and cases related to accounts.
B. Use Account teams, Opportunity teams, and Case teams.
C. Use Account teams and use Sharing rules to share cases with sales associates. No change required to the opportunity object.
D. Use Account teams, Case teams. No configuration required for the opportunity object.
Answer
D. Use Account teams, Case teams. No configuration required for the opportunity object.
Explanation
The most effective approach to meet the sales managers’ requirements at Universal Containers is to use a combination of Account teams and Case teams (Option D).
Account teams allow you to grant read access to accounts for sales associates. By adding sales associates to the Account team with the appropriate role, such as “Sales Associate,” they will gain read access to the accounts they are assigned to.
To provide read access to cases related to the accounts, Case teams should be utilized. By adding sales associates to the Case team with a role granting read access, they will be able to view the cases associated with their assigned accounts.
No additional configuration is required for the opportunity object. Since the overall sharing model is private and no sharing rules are configured on the account object, sales associates will not have access to deals related to the accounts by default. Access to opportunities can be granted on an as-needed basis using Opportunity teams or manual sharing.
By implementing Account teams and Case teams, the Architect can precisely control access to accounts and related cases for sales associates while maintaining the default private access to opportunities. This approach ensures that sales associates have the necessary permissions to collaborate effectively without compromising data security.
Salesforce Certified Sharing and Visibility Architect certification exam practice question and answer (Q&A) dump with detail explanation and reference available free, helpful to pass the Salesforce Certified Sharing and Visibility Architect exam and earn Salesforce Certified Sharing and Visibility Architect certification.