Universal Containers has a set of Account Management users that should only see Accounts once the Account becomes a customer. The Type field on the Account identifies whether the Account is a Prospect, Customer, Partner or Other. Which two methods could an Architect use to enable this sharing requirement, assuming a private sharing model for Accounts?
Choose 2 answers.

Question

Universal Containers has a set of Account Management users that should only see Accounts once the Account becomes a customer. The Type field on the Account identifies whether the Account is a Prospect, Customer, Partner or Other. Which two methods could an Architect use to enable this sharing requirement, assuming a private sharing model for Accounts?

Choose 2 answers.

Luis Maciel · Accepted Answer

Institute a process that calls for the Account Manager to be added to the Account Team once the Account becomes a customer.

Luis Maciel · Accepted Answer

Create a Criteria-based Sharing rule that shares the Account to the Account Management Group when the Type is Customer.

Luis Maciel · Answer

Create an Account Sharing Rule that shares all Accounts owned by Sales to be shared with Account Management roles and subordinates.

Luis Maciel · Answer

Create a Public List View, where Accounts of Type Customer are included and share the List view with the Account Management public group.

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