Salesforce Sharing and Visibility Designer Series Part 3

This entry is part 2 of 17 in the series Sharing and Visibility Designer Study Guide

Sharing using Account and Opportunity Teams

  • Account teams provide a method to document the roles of multiple users in the management of a single account.
  • Account Teams can be used to give record-level access to the Account and some of it’s related records like Contact, Opportunity, Case.
  • Opportunity teams can be used to give record-level access to the Opportunity.
  • Only owners, people higher in the hierarchy, and administrators can add team members and provide more access to the member.
  • The record owner adds team members and specifies the access level each team member has to the record.
  • The access level of each team member can be decided explicitly. i.e, One member can have read/write access while other may only have read access.

Example Use Case

Scenario:

My organization has a large, complex sales division.  Org-wide defaults for account and opportunity are set to private.  For strategic accounts, a team is established with users fulfilling various roles (sales engineer, sales rep, etc.).  Given the private sharing model, often these users will need the account owner to manually share record access.

Solution:

Instead of using manual record sharing to provide access to accounts, enable account teams.  Not only will this solve the record sharing requirement, but will also provide a clear mechanism to document each user’s relationship to each account.

Sample Question 

What statement is/are true for Account teams (Check all that apply)

  1. Account teams share roles with the sales teams on opportunities. If you remove an account team role, that role will no longer be listed as an opportunity sales team role
  2. Disabling account teams removes all account teams from all accounts but does not removes the page layout
  3. Account Team related list from all page layouts Depending on your sharing model, you can specify the level of access each account team member will have to the account and any opportunities associated with that account. So, you can give some team members read-only access and others read/write access
  4. Account teams are not available in professional edition

Answers 

Correct Answer are A, C and D.

Explanation

B is false because disabling account teams irreversibly removes existing teams from all accounts and delete users’ default account teams, and removes the Account Team related list from all page layouts.

Series Navigation<< Salesforce Sharing and Visibility Designer Series Part 4Salesforce Sharing and Visibility Designer Series Part 2 >>
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