Opportunity Teams in Cloud Kicks: Key Considerations

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When considering the rollout of Opportunity Teams in a Salesforce org where the organization-wide defaults for Account are set to Private, there are a few key points to consider. The purpose of Opportunity Teams is to collaborate and share access to opportunities among team members, even if the underlying account has restricted access. Let's analyze each answer option to determine the correct course of action.

A. The Opportunity will be implicitly Write for the team. This answer option suggests that the Opportunity will have implicit write access for the team. However, this statement is incorrect. Opportunity Teams do not grant implicit write access to team members. The access level for team members is determined separately and needs to be configured explicitly.

B. Opportunity should be set to Public Read/Write first. This answer option suggests setting the Opportunity to Public Read/Write access before implementing Opportunity Teams. However, this is not necessary or recommended. It would bypass the existing organization-wide defaults and make all Opportunities accessible to all users in the org, regardless of their role or team affiliation. This would compromise the privacy and security of the Opportunity records.

C. The Opportunity's Account will be implicitly Read for the team. This answer option correctly identifies that the Opportunity's Account will be implicitly readable for the team members associated with the Opportunity. This means that if a user is part of an Opportunity Team, they will gain read access to the related Account records, even if the organization-wide defaults for Account are set to Private. The relationship between the Opportunity and the associated Account allows team members to view the relevant Account information.

D. Account should be set to Public Read first. This answer option suggests setting the Account to Public Read access before implementing Opportunity Teams. However, this is not necessary or recommended. Changing the access level of the Account to Public Read would disregard the existing organization-wide defaults and make all Account records accessible to all users in the org. This would undermine the privacy and security of the Account data.

In summary, when rolling out Opportunity Teams in an org with Account organization-wide defaults set to Private, it is important to consider that the Opportunity's Account will be implicitly readable for the team members associated with the Opportunity. This allows team members to access the necessary Account information without compromising the privacy and security of the overall Account records. Therefore, the correct answer is option C: The Opportunity's Account will be implicitly Read for the team.