<< Prev Question Next Question >>

Question 32/35

The sales managers at Universal Containers requested their teams to define each user's role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. No access to deals related to the accounts.
The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is Private and no sharing rules are configured on the Account object, how should an architect achieve these requirements?

Recent Comments (The most recent comments are at the top.)

test - Dec 02, 2025

**Correct Answer: C. Use Account teams and sharing rules to share cases with sales associates. No change required to the Opportunity object.**

---

### **Explanation**

Let’s break down the requirements:

1. **Sales associates need:**

* **Read access to accounts** → They don’t own the accounts.
* **Read access to related cases** → Cases are private and linked to accounts.
* **No access to opportunities (deals) unless explicitly granted** → Opportunities remain private by default.
2. **Sales managers want accountability & collaboration via roles on accounts** → Account Teams are perfect for this. Account Teams allow you to define a user’s role on an account and specify their level of access to the account and related records (like Opportunities and Cases).

---

### **How to implement:**

1. **Account Teams:**

* Use account teams to define roles on accounts for each user.
* Assign **Read access** to the account for sales associates.

2. **Case Sharing:**

* Since the org’s sharing model is **Private**, related Cases inherit the default access (Private).
* Create a **criteria-based or manual sharing rule** to grant the sales associates **Read access to cases** related to the accounts they are on.

3. **Opportunities:**

* Default Private sharing means sales associates **won’t see opportunities unless specifically shared**.
* No extra configuration is needed; access can be granted on a case-by-case basis.

---

### **Why not the other options?**

* **A. Use Account teams to define access to accounts as well as opportunities and cases**
❌ Incorrect. Account Teams **cannot grant access to Cases**. Cases require separate sharing configuration (sharing rules or Case Teams).

* **B. Use Account teams and Case teams. No configuration required for the Opportunity object**
❌ Partially correct, but Case Teams are **optional** and mainly for collaboration, not for fulfilling sharing requirements automatically. Sharing rules are simple...

LEAVE A REPLY

Your email address will not be published. Required fields are marked *

Question List (35q)
2 commentQuestion 1: Universal Containers (UC) delivers training in 500 different...
1 commentQuestion 2: Universal Containers (UC) has affiliates who sell containers...
1 commentQuestion 3: Universal Containers uses Person Accounts to represent retai...
1 commentQuestion 4: Universal Containers requested to leverage Lightning Web Com...
1 commentQuestion 5: A custom Invoice object has been created with a master-detai...
1 commentQuestion 6: Universal Containers has expanded to sell virtual containers...
1 commentQuestion 7: Users at Universal Containers are complaining that a field h...
3 commentQuestion 8: An architect has a requirement to create a criteria-based sh...
2 commentQuestion 9: A consulting company uses the Salesforce mobile app for its ...
1 commentQuestion 10: Which option can be selected to share data when creating a s...
1 commentQuestion 11: Universal1 Containers (UC) is a non-profit organization with...
1 commentQuestion 12: A sales rep at Universal Containers was added to an opportun...
1 commentQuestion 13: Universal Containers has implemented Customer Community with...
1 commentQuestion 14: A sales rep (John) at Universal Containers requested to upda...
5 commentQuestion 15: Sales operations at Universal Containers (UC) has created Pu...
1 commentQuestion 16: Sales reps at Universal Containers (UC) complain about the m...
2 commentQuestion 17: Universal Containers uses 75,000 distributors that have clos...
Question 18: Besides their own team accounts, sales managers at Universal...
Question 19: An architect from a previous project implemented Platform Sh...
1 commentQuestion 20: Which method should be used to grant an unrelated group of u...
Question 21: Universal Containers (UC) delivers training and courses to s...
Question 22: Universal Containers (UC) would like to store an encryption ...
Question 23: Universal Containers is implementing Sales Cloud. During the...
1 commentQuestion 24: Which advanced tool should Salesforce enable for large-scale...
1 commentQuestion 25: Sales operations at Universal Containers (UC) wants to creat...
2 commentQuestion 26: To grant Universal Containers sales managers access to shipm...
1 commentQuestion 27: Universal Containers (UC) has a partner community for its 20...
Question 28: Universal Containers (UC) has created a custom Invoice objec...
Question 29: Universal Containers has selected a small and diverse group ...
1 commentQuestion 30: A user posts a file to the Chatter feed for a record of an o...
1 commentQuestion 31: Which community function is impacted by having the Site User...
1 commentQuestion 32: The sales managers at Universal Containers requested their t...
1 commentQuestion 33: Customer complaints for bad interactions with a customer sup...
1 commentQuestion 34: Dreamforce presenters need to be able to edit their presenti...
Question 35: The finance team at Universal Containers usually does not ha...