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Question 168 - Certified Advanced Administrator (CRT-211) discussion

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A sales rep needs to help cross-sell an opportunity but is unable to make updates on the record or update the opportunity team.

Which two options would be required for a sales rep to add a rep to the opportunity team?

Choose 2 answers

A.
Transferred ownership of the Opportunity to the sales rep
Answers
A.
Transferred ownership of the Opportunity to the sales rep
B.
A permission with Edit access on the Account object
Answers
B.
A permission with Edit access on the Account object
C.
A role above the Opportunity owner in the role hierarchy
Answers
C.
A role above the Opportunity owner in the role hierarchy
D.
Transferred ownership of the Account to the sales rep
Answers
D.
Transferred ownership of the Account to the sales rep
Suggested answer: B, C

Explanation:

To add a user to an opportunity team, you need Edit access on the account associated with the opportunity and either own the opportunity or be above the owner in the role hierarchy.

Reference: https://help.salesforce.com/s/articleView?id=sf.teams_adding.htm&type=5

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asked 23/09/2024
Davide Maranzana
33 questions
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