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Question 116 - Certified Sales Cloud Consultant discussion

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At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to 'Controlled by Parent',

Which solution should the consultant recommend to meet this requirement?

A.
Use Apex Managed Sharing to automatically share any new Contacts.
Answers
A.
Use Apex Managed Sharing to automatically share any new Contacts.
B.
Set up Account Teams with defaults for each sales rep.
Answers
B.
Set up Account Teams with defaults for each sales rep.
C.
Change the Contact OWD to Private and create sharing rules to grant visibility.
Answers
C.
Change the Contact OWD to Private and create sharing rules to grant visibility.
D.
Add the Sharing button to the page layout so sales reps can share Contacts as needed.
Answers
D.
Add the Sharing button to the page layout so sales reps can share Contacts as needed.
Suggested answer: B

Explanation:

Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.

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asked 23/09/2024
Kurt Onal
43 questions
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