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Question 93 - Certified Sales Cloud Consultant discussion

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Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.

What should the consultant recommend to the account executives?

A.
Share Opportunities with specific users by granting Read access to Opportunities in their portfolio
Answers
A.
Share Opportunities with specific users by granting Read access to Opportunities in their portfolio
B.
Add specific users as Account team members with a role that grants Modify All access.
Answers
B.
Add specific users as Account team members with a role that grants Modify All access.
C.
Add specific users as Opportunity team members with a role that grants Read/Write access
Answers
C.
Add specific users as Opportunity team members with a role that grants Read/Write access
D.
Share Accounts with specific users and their respective teams.
Answers
D.
Share Accounts with specific users and their respective teams.
Suggested answer: C

Explanation:

Adding specific users as Opportunity team members with a role that grants Read/Write access allows account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.

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asked 23/09/2024
Sergio Pena Ochoa
36 questions
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