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 2)

Questions 6–10

1. 6application · medium

   A sales rep, Ana, owns the account 'Core Systems'. The related contact 'Bob' is owned by another rep, Carlos. Ana needs to log an activity on Bob's contact record. The org uses a Private sharing model. What should the administrator do to allow Ana to log the activity?

   • ACreate a sharing rule to share the account with Ana's role.
   • BSet the contact sharing model to Public Read Only.
   • CChange the contact owner to Ana.
   • DShare the contact record with Ana using manual sharing.
   Reveal Solution Discussion Select an answer first
2. 7application · medium

   A sales rep, Tom, owns the account 'Nova Industries'. The related contact 'Jane Doe' is owned by another rep, Sarah. Tom needs to see Jane's contact record to prepare for a meeting, but the org uses a Private sharing model. What is the most likely reason Tom cannot see Jane's contact?

   • AThe contact record is inactive.
   • BTom's role is not high enough in the role hierarchy.
   • CContact ownership is separate from account ownership, and the Private model restricts access to contacts owned by others.
   • DThe account owner is always the default owner of all related contacts.
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   A user owns an account record. Which related records will the user be able to see by default, assuming standard sharing settings?

   • AOnly the opportunities and activities that are shared with the user via sharing rules
   • BAll opportunities and activities associated with that account, regardless of who owns them
   • COnly the opportunities and activities that the user also owns individually
   • DOnly the opportunities and activities that the user created
   Reveal Solution Discussion Select an answer first
5. 9application · medium

   An administrator transfers the account 'Beta Corp' from owner Lena to owner Omar. The account has an open opportunity 'Beta Expansion' owned by Lena. The org uses a Private sharing model with role hierarchy enabled. What happens to the opportunity's visibility after the transfer?

   • AThe opportunity remains owned by Lena, and Omar can see it only if the role hierarchy or sharing grants him access.
   • BThe opportunity ownership is automatically transferred to Omar along with the account.
   • CThe opportunity is deleted because the original owner no longer owns the account.
   • DThe opportunity becomes visible to all users because the account owner changed.
   Reveal Solution Discussion Select an answer first
6. 10foundation · easy

   A sales rep opens an account record and sees the related opportunities and activities. Which factor primarily determines whether the rep can view those related records?

   • AThe rep's access to the account record and the sharing settings that grant access to related records
   • BThe rep's role in the organization, regardless of account ownership or sharing settings
   • CThe rep's profile permissions for the Opportunity and Task objects
   • DThe rep's assignment to the account's sales team
   Reveal Solution Discussion Select an answer first