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salesforce · Certified-Sharing-and-Visibility-Architect · Q606 · multiple_choice · topic_1

The sales managers at Universal Containers (UC) requested their teams to define each user’s role on their accounts in o…

The sales managers at Universal Containers (UC) requested their teams to define each user’s role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associated should only get the following permissions: Read access to the accounts. Read access to cases related to the accounts. No access to deals related to the accounts. The sales associates may be granted access to opportunities when needed. Assuming the overall sharing model of the organization is private and no sharing rules are configured on the account object. How can an Architect achieve these requirements?
  • A.Use Account teams to define access to accounts as well as opportunities and cases related to accounts.
  • B.Use Account teams, Opportunity teams, and Case teams.
  • C.Use Account teams and use Sharing rules to share cases with sales associates. No change required to the opportunity object.
  • D.Use Account teams, Case teams. No configuration required for the opportunity object.
Explanation
A. Account Teams: Create Account teams and add the relevant sales associates to the Account teams for the respective accounts they need access to. Account teams allow you to grant specific access to users on an account-by-account basis. Account Read Access: To provide read access to the accounts for sales associates, you can use the Account teams and grant them Read access. Case Read Access: To provide read access to cases related to the accounts, you can use the Account teams and grant Read access to cases for the respective sales associates. This way, they will be able to view cases related to the accounts they are part of. No Access to Deals (Opportunities): Since the requirement specifies that sales associates should not have access to deals (opportunities) related to the accounts by default, you can simply not grant access to opportunities via the Account teams. This way, sales associates won't have access to opportunities unless they are explicitly granted access when needed.

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