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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?
Correct Answer: A
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...
Recent Comments (The most recent comments are at the top.)
**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...