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Question 198 - Certified Advanced Administrator (CRT-211) discussion

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AW Computing organizes Its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set to Private. Members of the operations team for the East region need access to all the accounts and opportunities in the region.

How should the administrator configure this requirement?

A.
Instruct the operations team members to add themselves to the account teams.
Answers
A.
Instruct the operations team members to add themselves to the account teams.
B.
Share an Opportunity sharing the with a public group containing the East operations profile.
Answers
B.
Share an Opportunity sharing the with a public group containing the East operations profile.
C.
Assign to a role in the role hierarchy positioned above the East sales director.
Answers
C.
Assign to a role in the role hierarchy positioned above the East sales director.
D.
Utilize territory management to add the operations team to the East territory.
Answers
D.
Utilize territory management to add the operations team to the East territory.
Suggested answer: D

Explanation:

Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is.

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

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asked 23/09/2024
Alice Smith
39 questions
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