What is the primary difference between Account Teams and sharing rules?

Account Teams are permanent, while sharing rules are temporary.

Account Teams require a public group, while sharing rules do not.

Account Teams are used for opportunities, while sharing rules are used for accounts.

Account Teams grant access to specific records, while sharing rules grant access based on criteria.

A company wants to ensure that when an Account Team is created, the account owner is automatically included as a team member with the role 'Account Owner'. What is the most efficient way to achieve this?

Create a sharing rule to share the account with the owner

Configure the Account Team to automatically include the account owner

Manually add the owner to each Account Team

Use a workflow rule to add the owner to the team

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 4)

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 16–20

16foundation · easy
A sales team needs to collaborate on a specific opportunity, with each member having a defined role (e.g., 'Sales Engineer', 'Legal') and the ability to edit the opportunity. Which sharing mechanism should be used?
Select an answer first
17foundation · easy
What is the primary difference between Account Teams and sharing rules?
Select an answer first
18application · medium
A company wants to ensure that when an Account Team is created, the account owner is automatically included as a team member with the role 'Account Owner'. What is the most efficient way to achieve this?
Select an answer first
19foundation · easy
An Opportunity Team member needs to be able to update the opportunity amount but should not be able to edit other fields. Which access level should be assigned?
Select an answer first
20foundation · easy
When adding a member to an Account Team, which two pieces of information must be specified?
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 4)

Questions 16–20

A sales team needs to collaborate on a specific opportunity, with each member having a defined role (e.g., 'Sales Engineer', 'Legal') and the ability to edit the opportunity. Which sharing mechanism should be used?

What is the primary difference between Account Teams and sharing rules?

A company wants to ensure that when an Account Team is created, the account owner is automatically included as a team member with the role 'Account Owner'. What is the most efficient way to achieve this?

An Opportunity Team member needs to be able to update the opportunity amount but should not be able to edit other fields. Which access level should be assigned?

When adding a member to an Account Team, which two pieces of information must be specified?

Keep studying — DECLARATIVE SHARING