Northern Trail Outfitters wants the field sales team to only see the accounts that they own Separate North American and European marketing teams should only see accounts m their respective regions. The inside sales team needs to see all accounts in Salesforce.
How can this be accomplished?

Question

Northern Trail Outfitters wants the field sales team to only see the accounts that they own Separate North American and European marketing teams should only see accounts m their respective regions. The inside sales team needs to see all accounts in Salesforce.

How can this be accomplished?

Parita Malbari · Accepted Answer

Set the Organization-Wide Default to Private for accounts. Create criteria- based sharing rules for each marketing team, and create an Inside Sales Team profile with the 'View All' setting for accounts.

Parita Malbari · Answer

Set the Organization-Wide Default to Public for accounts. Create criteria- based sharing rules for each marketing team, and create an Inside Sales Team permission set with the 'View Air setting for accounts,

Parita Malbari · Answer

Set the Organization-Wide Default to Public for accounts. Create profiles for each marketing team, and create an Inside Sales Team role that is at the top of the Role Hteran

Parita Malbari · Answer

Set the Organization-Wide Default to Private for accounts. Create permission sets for each marketing team, and create an Inside Sales Team profile with the 'View All' setting for accounts.

Question list

List of questions

Question 1

(0)

Question 2

(0)

Question 3

(0)

Question 4

(1)

Question 5

(0)

Question 6

(0)

Question 7

(0)

Question 8

(0)

Question 9

(0)

Question 10

(0)

Related questions

Question 221 - Certified Platform App Builder discussion

Suggested answer: C

0 comments