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Question 103 - Certified Sales Cloud Consultant discussion

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Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement? Choose 2 answers

A.
Set opportunity access on the role to View All opportunities associated with their accounts.
Answers
A.
Set opportunity access on the role to View All opportunities associated with their accounts.
B.
Set organization-wide defaults for opportunities to Private.
Answers
B.
Set organization-wide defaults for opportunities to Private.
C.
Set Territory Management to grant Read access to opportunities owned by others.
Answers
C.
Set Territory Management to grant Read access to opportunities owned by others.
D.
Set organization-wide defaults for opportunities to Public Read-Only.
Answers
D.
Set organization-wide defaults for opportunities to Public Read-Only.
Suggested answer: A, B

Explanation:

Setting opportunity access on the role to View All opportunities associated with their accounts allows sales users to view all opportunities that are related to accounts they own or are above them in the role hierarchy. This meets the requirement of giving sales users access to opportunities that are tied to accounts they own. Setting organization-wide defaults for opportunities to Private restricts access to opportunities by default, so that only the owner and users above them in the role hierarchy can view them. This meets the requirement of giving sales users access to opportunities they own.

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asked 23/09/2024
C/1094 WOLOGUEDE COTONOU – BENIN NDENDE
36 questions
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