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Question 38 - Certified Sales Cloud Consultant discussion

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Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account.

Which approach should a consultant recommend allowing the support agent to edit the

Account, while still enforcing the Public Read Only OWD?

A.
The support agent should add themselves to the customer's Account team to grant Edit permissions.
Answers
A.
The support agent should add themselves to the customer's Account team to grant Edit permissions.
B.
The support agent should contact the customer success manager to update the Account.
Answers
B.
The support agent should contact the customer success manager to update the Account.
C.
The customer success manager should change the owner of the Account to the support agent.
Answers
C.
The customer success manager should change the owner of the Account to the support agent.
D.
The customer success manager should include the support agent on the default Account team with Edit permissions.
Answers
D.
The customer success manager should include the support agent on the default Account team with Edit permissions.
Suggested answer: A

Explanation:

This is the approach that the consultant should recommend to allow the support agent to edit the Account, while still enforcing the Public Read Only OWD. Account teams are groups of users who work together on an account. Users can add themselves or others to an account team and specify different levels of access for each team member. By adding themselves to the customer's Account team with Edit permissions, the support agent can update the Account information without changing the owner or the OWD. Verified

Reference: [Account Teams]

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asked 23/09/2024
Carlos Antonio Cardenas Lee
35 questions
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