Learn how to share opportunities between sales managers in different regions using Salesforce best practices. Discover the correct answer to this Salesforce Certified Sharing and Visibility Architect Exam question.
Table of Contents
Question
The sales managers in Japan have asked the sales manager in Australia to assist them with closing their deals.
How are these requirements achieved?
A. Create ownership-based sharing rule.
B. Use sharing set to give the sales manager access to the deals.
C. Assign the sales manager View All on the opportunity object.
D. Use opportunity teams to automatically add the sales manager as a team member.
Answer
D. Use opportunity teams to automatically add the sales manager as a team member.
Explanation
Opportunity teams allow users to be added as team members to specific opportunities, granting them access to collaborate on those records. By setting up opportunity team rules, the Australian sales manager can be automatically added to the Japanese sales managers’ opportunities based on defined criteria, such as opportunity stage or amount. This targeted sharing approach provides the necessary access without granting broad permissions like “View All” on the entire opportunity object. Ownership-based sharing rules and sharing sets are not suitable for this requirement, as they do not allow for granular, record-level sharing between individual users.
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.