Salesforce Service Cloud Consultant (legacy) — Question 7

Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to all opportunities but wants to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

Answer options

• A. Create a trigger to add the product management team to the sales team of relevant opportunities.
• B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
• C. Create a trigger to set the product manager as owner for opportunities on the new product.
• D. Create a new product and add it to the price book with the product manager as an owner.

Correct answer: B

Explanation

The correct answer is B because a criteria-based sharing rule allows specific users, like the product management team, to access relevant opportunities based on defined criteria, thus enabling them to track product performance. Option A is incorrect as triggers are not the right mechanism for this type of access control. Option C does not help in tracking performance since changing ownership does not grant visibility to the entire team. Option D does not address the need for tracking existing opportunities related to the new product.