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Salesforce Exam Media-Cloud-Consultant Topic 1 Question 12 Discussion
Topic #: 1
Sellers for a major publisher are not entering opportunities until the deal is closed. internal sales teams compete for business with each other, with a few of them using salesforce reports to surface potential clients with ad budgeds by identifying those targeted on an opportunity owned by the competing team. this behavior has driven sales teams to collaborate on external spreadsheets where the competing sellers do not have access to the information. Which two things should a consultant include in the design to remove unwanted sales access, while continuing to support the sales team collaboration?
To address the issue of internal competition and lack of collaboration among sales teams, while ensuring secure access to opportunity data, a consultant should consider enabling and using Opportunity Teams (A) and updating Opportunity Organization Wide Defaults (OWD) to Private (D). Opportunity Teams allow for collaborative selling by enabling the owner to share opportunities with a select group of users, enhancing teamwork without compromising data security. Setting OWD for opportunities to Private ensures that only the owner and selected team members have access, preventing unwanted access by competing sales teams. Reference:
https://help.salesforce.com/articleView?id=sf.opportunity_team_setting_up.htm
https://help.salesforce.com/articleView?id=sf.sharing_model_fields.htm
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