Demonstrate Your Ability to Properly Evaluate the Use Case for and Implement Account and Opportunity Teams to Ensure the Proper Visibility and Collaboration Requirements Are Met. SHARING-AND-VISIBILITY-ARCHITECT Practice Questions (Page 2)

Questions 6–10

1. 6application · easy

   An admin is setting up Account Teams for a new sales initiative. The admin wants to ensure that the team members are automatically notified when they are added to an account team. What should the admin do?

   • AUse a Process Builder to send an email
   • BEnable the 'Notify team members' option when adding members to the Account Team
   • CCreate a workflow rule to send an email alert when a team member is added
   • DThis is not possible; users must be notified manually
   Reveal Solution Discussion Select an answer first
2. 7expert · hard

   A company has a strict policy: users can only see accounts they own or are on the Account Team for. A sales rep is added to an Account Team for a key account. The rep can see the account, but cannot see any opportunities on it. What is the most likely cause?

   • AThe org-wide default for Opportunity is set to Private, and the rep is not on the Opportunity Team
   • BThe Account Team access level is set to Read Only
   • CThe Account Team was created with the 'Default' team, which does not include opportunities
   • DThe rep's profile does not have read permission on the Opportunity object
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   A sales operations manager wants to grant a group of users access to a specific set of accounts for a joint selling initiative. The users need to see and collaborate on the accounts, but the access should be limited to only those accounts, not all accounts that meet a certain criteria. Which sharing mechanism should be used?

   • AQueues
   • BAccount Teams
   • CSharing Rules
   • DManual Sharing
   Reveal Solution Discussion Select an answer first
5. 9application · easy

   A financial services firm has Account Teams on its top-tier client accounts. A junior analyst is added to the team to run reports on account activity. The analyst should be able to see the account and its related records but must not be able to modify anything. Which access level should be assigned?

   • ARead/Write
   • BPrivate
   • CFull Access
   • DRead Only
   Reveal Solution Discussion Select an answer first
6. 10expert · hard

   An admin is configuring Account Teams for a set of accounts. A user is added to the Account Team with Read/Write access. The user can edit the account, but when they try to edit a contact on the account, they get an error. The user's profile has Read access to Contacts, and the Contact OWD is Private. What is the most likely reason for the error?

   • AThe user's profile does not have edit permission on Contacts
   • BThe Account Team access level does not apply to contacts
   • CThe user is not the owner of the contact
   • DAccount Team access does not grant access to Contacts when Contact OWD is Private
   Reveal Solution Discussion Select an answer first