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 2)

Questions 6–10

1. 6application · medium

   A company has a large account with several distinct product lines, each with its own sales team. The sales director wants each product team to collaborate on their respective opportunities without seeing opportunities from other product lines. Which approach should be used?

   • ACreate separate Opportunity Teams for each product line's deals
   • BCreate a role hierarchy for each product line
   • CUse sharing rules based on product line
   • DCreate a single Account Team with all product teams
   Reveal Solution Discussion Select an answer first
2. 7application · medium

   A company wants to implement a team-based selling approach for its top 20 accounts. Each account will have a dedicated account executive, a solutions engineer, and a customer success manager. The goal is to clarify roles and ensure each team member has appropriate access to the account and its opportunities. Which feature should be used to define these roles and provide access?

   • APublic groups with sharing rules
   • BOpportunity Teams with defined team roles
   • CRole hierarchy with account ownership
   • DAccount Teams with defined team roles
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   When a user is added to an Account Team, what is the primary effect on their sales role?

   • AThey are removed from their current role hierarchy.
   • BThey are automatically assigned as the owner of all opportunities on the account.
   • CThey gain access to the account and its related records, allowing them to contribute to sales activities.
   • DThey are given administrative permissions on the account.
   Reveal Solution Discussion Select an answer first
5. 9application · medium

   A sales manager wants to assign a junior sales rep as a 'Deal Desk' specialist on a few large opportunities. The rep should have read/write access to those opportunities and their related records, but should not see other opportunities in the same account. Which team type should be used?

   • ASharing rule
   • BAccount Team
   • COpportunity Team
   • DRole hierarchy
   Reveal Solution Discussion Select an answer first
6. 10expert · hard

   An organization has a strategic account with multiple open opportunities. The sales team wants a group of pre-sales engineers to collaborate on all deals in this account, but the engineers should not see opportunities in other accounts. Additionally, the sales manager wants to report on the engineers' involvement across all opportunities in this account. Which approach best meets these requirements?

   • ASet the engineers' role above the account owner in the role hierarchy
   • BUse a sharing rule to grant access to the account
   • CCreate an Account Team with the engineers as team members
   • DCreate an Opportunity Team on each opportunity with the engineers
   Reveal Solution Discussion Select an answer first