Describe the Appropriate Uses Cases for Account and Opportunity Teams and the Effect on Sales Roles, Visibility, Access, and Reporting. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1foundation · easy

   A sales rep needs to collaborate with a technical consultant on a single, complex opportunity. The consultant should only see that opportunity, not other opportunities on the same account. Which team type should be used?

   • AAccount Team
   • BRole hierarchy
   • CSharing rule
   • DOpportunity Team
   Reveal Solution Discussion Select an answer first
2. 2foundation · easy

   A sales rep is working on a complex deal and needs to bring in a product specialist and a legal consultant to help close that specific opportunity. Which team type should the rep use?

   • ASharing rule
   • BOpportunity Team
   • CRole hierarchy
   • DAccount Team
   Reveal Solution Discussion Select an answer first
4. 3expert · hard

   A sales operations manager wants to create a dashboard that shows the total pipeline value for each account, along with the number of team members assigned to each account. The dashboard should also show the role of each team member. Which team type should be used to support this dashboard?

   • AOpportunity Team
   • BRole hierarchy
   • CSharing rules
   • DAccount Team
   Reveal Solution Discussion Select an answer first
5. 4foundation · easy

   A sales manager wants to enable a group of sales representatives to collaborate on a large, strategic account that has multiple active opportunities. The team members need to see and work on all records related to that account. Which Salesforce feature is designed for this scenario?

   • ARole hierarchy
   • BOpportunity Team
   • CPublic group
   • DAccount Team
   Reveal Solution Discussion Select an answer first
6. 5foundation · medium

   In Salesforce, when a user is added to an Account Team, what is the default effect on that user's access to the related Account record?

   • AThe user gains read-only access to the Account record only, and must be explicitly granted edit permissions via a sharing rule.
   • BThe user gains read/write access to the Account record and any related Opportunities, Contacts, and Cases, based on their role in the team.
   • CThe user gains access to the Account record according to the Account Team's default Account Access level, and also gains access to related records (such as Opportunities and Contacts) based on the team's default access settings for those objects.
   • DThe user gains full access to the Account and all its child records, overriding any existing sharing rules or manual sharing.
   Reveal Solution Discussion Select an answer first