An organization wants to standardize how Account Team members are labeled so that reports can show who is responsible for what on each account. The team currently uses free-form text in a custom field. What should the architect recommend?

Continue using the custom text field for flexibility

Use the 'Access Level' field to indicate responsibility

Use the standard Account Team 'Role' field with a picklist of defined values

Create a separate custom object to track team responsibilities

A company wants to ensure that for its 100 most important accounts, the account manager, a solutions consultant, and a support lead can all see and edit the account record. These three people are the same for all 100 accounts. What is the most efficient way to configure this?

Manually add the three users to each of the 100 accounts

Use a queue to assign these accounts to the three users

Create a default Account Team with these three users and set it to be automatically added to new accounts

Create a sharing rule that shares all accounts with these three users

SalesforceCertified Sharing and Visibility Architect

Domain 1Objective 3

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 3)

Part of the DECLARATIVE SHARING domain, which accounts for 67% of the SHARING-AND-VISIBILITY-ARCHITECT exam.

27questions here

6free pages

10concepts

67%of the exam

Questions 11–15

11foundation · easy
A business requirement states that a group of users should be able to view and edit a specific set of accounts, and they should also be able to see each other's roles and responsibilities on those accounts. Which sharing mechanism best meets this requirement?
Select an answer first
12application · easy
An organization wants to standardize how Account Team members are labeled so that reports can show who is responsible for what on each account. The team currently uses free-form text in a custom field. What should the architect recommend?
Select an answer first
13application · easy
A sales manager wants to see a report of all Opportunity Team members and their roles for a quarterly business review. The report should show the role each person plays on each opportunity. Which standard field should be used in the report?
Select an answer first
14application · medium
A company wants to ensure that for its 100 most important accounts, the account manager, a solutions consultant, and a support lead can all see and edit the account record. These three people are the same for all 100 accounts. What is the most efficient way to configure this?
Select an answer first
15foundation · easy
What are the two available access levels for Account Team members?
Select an answer first

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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 3)

Questions 11–15

A business requirement states that a group of users should be able to view and edit a specific set of accounts, and they should also be able to see each other's roles and responsibilities on those accounts. Which sharing mechanism best meets this requirement?

An organization wants to standardize how Account Team members are labeled so that reports can show who is responsible for what on each account. The team currently uses free-form text in a custom field. What should the architect recommend?

A sales manager wants to see a report of all Opportunity Team members and their roles for a quarterly business review. The report should show the role each person plays on each opportunity. Which standard field should be used in the report?

A company wants to ensure that for its 100 most important accounts, the account manager, a solutions consultant, and a support lead can all see and edit the account record. These three people are the same for all 100 accounts. What is the most efficient way to configure this?

What are the two available access levels for Account Team members?

Keep studying — DECLARATIVE SHARING