Explain How the Ownership of Account and Contact Records Drive Visibility of Related Sales Information Such as Opportunities, Activities, Etc. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · medium

   In an org with a Private sharing model and role hierarchy enabled, the account 'Sigma' is owned by user in role 'Sales Rep'. The related opportunity 'Sigma Deal' is owned by a user in role 'Sales Manager'. Which user can see the opportunity by default?

   • AThe Sales Rep can see the opportunity because they own the account.
   • BThe Sales Manager can see the opportunity because they own it.
   • CBoth users can see the opportunity because the role hierarchy grants access both ways.
   • DNeither user can see the opportunity because the sharing model is Private.
   Reveal Solution Discussion Select an answer first
2. 2expert · hard

   In an org with a Private sharing model and role hierarchy enabled, the account 'Quantum' is owned by user in role 'Sales Rep'. The related opportunity 'Quantum Deal' is owned by a user in role 'Sales Manager'. The Sales Rep needs to see the opportunity to prepare a report. What is the default visibility for the Sales Rep?

   • AThe Sales Rep can see the opportunity because they own the account.
   • BThe Sales Rep can see the opportunity because the role hierarchy grants access both ways.
   • CThe Sales Rep cannot see the opportunity because the role hierarchy does not grant upward access.
   • DThe Sales Rep can see the opportunity because the sharing model is Private.
   Reveal Solution Discussion Select an answer first
4. 3application · medium

   Nadia, a sales rep, owns the account 'Acme Corp' and its related opportunity 'Acme Expansion'. Her colleague, Marco, is in the same role but not on the account's opportunity team. Marco needs to see the opportunity's stage and amount to prepare a joint presentation. The org's default sharing model is Private. What should the administrator do to give Marco the needed visibility without changing the account owner?

   • ACreate a sharing rule to share the account with Marco's role.
   • BChange the account owner to Marco.
   • CAdd Marco to the opportunity team with read access.
   • DSet the organization-wide default for opportunities to Public Read Only.
   Reveal Solution Discussion Select an answer first
5. 4foundation · easy

   A sales rep does not own an account, but their role is higher in the role hierarchy than the account owner's role. With standard sharing settings, what will the rep be able to see?

   • AThe account and its related opportunities and activities
   • BThe account, but not the related opportunities or activities
   • CThe related opportunities and activities, but not the account itself
   • DNothing, because the rep does not own the account
   Reveal Solution Discussion Select an answer first
6. 5application · medium

   A sales rep, Zoe, owns the account 'Helix'. The related opportunity 'Helix Deal' is owned by a colleague, Ethan. Zoe needs to see the opportunity's stage to update her forecast. The org uses a Private sharing model. What is the most efficient way to grant Zoe access to the opportunity?

   • AAdd Zoe to the opportunity team with read access.
   • BChange the opportunity owner to Zoe.
   • CCreate a sharing rule to share the account with Zoe's role.
   • DSet the opportunity sharing model to Public Read Only.
   Reveal Solution Discussion Select an answer first