Salesforce Certified Sales Cloud Consultant — Question 89

Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer.
The sales engineer will need access to their assigned sales representatives' accounts and opportunities.
What should a consultant recommend to meet this requirement?

Answer options

• A. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers.
• B. Enable account teams and have each sales representative configure their default teams.
• C. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
• D. Create a trigger to add the sales engineers to their sales representatives' account and opportunity teams.

Correct answer: B

Explanation

The correct answer is B because enabling account teams allows sales representatives to easily manage and grant access to their sales engineers without needing to share each record individually. Options A and C are less efficient as they require manual intervention or complex rules for sharing. Option D introduces unnecessary complexity by using a trigger, which is not needed when account teams can accomplish the same goal more simply.