Describe the Capabilities of Territory Management and the Implications to the Sharing Model. PLATFORM-ADMINISTRATOR-II Practice Questions (Page 1)

Questions 1–5

1. 1foundation · easy

   When would an administrator choose to use territory management instead of role hierarchy?

   • AWhen the organization needs to share records with external users
   • BWhen the organization wants to grant access based on the management chain
   • CWhen the organization wants to restrict access to records for all users
   • DWhen sales teams are organized by geography or product line rather than by reporting structure
   Reveal Solution Discussion Select an answer first
2. 2expert · hard

   A company is deciding whether to use territory management or role hierarchy to grant sales managers access to their team's accounts. The sales teams are organized by region, and managers oversee multiple regions. Which approach is more appropriate?

   • ARole hierarchy, because it is simpler and requires less maintenance.
   • BRole hierarchy, because it automatically assigns accounts to territories.
   • CTerritory management, but only if the company uses a public sharing model.
   • DTerritory management, because it aligns with the regional sales structure and allows managers to be members of multiple territories.
   Reveal Solution Discussion Select an answer first
4. 3foundation · easy

   In a territory hierarchy, how does a user in a parent territory gain access to records assigned to a child territory?

   • AThe user automatically inherits access to all records in child territories
   • BThe user must be manually added to each child territory
   • CThe user must be granted access via a sharing rule
   • DThe user only sees records if they are also the record owner
   Reveal Solution Discussion Select an answer first
5. 4application · medium

   An administrator needs to automatically assign accounts to territories based on the account's industry and postal code. The company has a single territory hierarchy with multiple levels. What should the administrator use?

   • AUse workflow rules to update the owner field on accounts.
   • BCreate a role hierarchy that matches the territory structure.
   • CManually assign each account to a territory via the account page.
   • DCreate territory assignment rules with criteria for industry and postal code.
   Reveal Solution Discussion Select an answer first
6. 5application · medium

   A company currently uses a role hierarchy to grant managers access to their team's accounts. They want to implement territory management to better align with sales territories. What is a key difference they should consider?

   • ATerritory management grants access based on territory membership, while role hierarchy grants access based on role position.
   • BTerritory management replaces the need for sharing rules entirely.
   • CRole hierarchy automatically assigns accounts to territories.
   • DTerritory management is only for service teams, while role hierarchy is for sales teams.
   Reveal Solution Discussion Select an answer first