Up to this point, two sales reps have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AD
When Account Teams are enabled and used for an account in Salesforce, Sales Rep A can allow Sales Rep B to perform two actions:
Grant Read access on the account's cases: Account Teams in Salesforce allow multiple users to collaborate and work together on an account. By granting Sales Rep B Read access on the account's cases, Sales Rep B will be able to view and access the cases associated with that account. This enables Sales Rep B to have visibility into the account's customer service interactions and any open cases.
View one of the opportunities on the account: By including Sales Rep B in a few opportunities on the account, Sales Rep A can provide Sales Rep B with access to view one specific opportunity associated with that account. This allows Sales Rep B to see the details and progress of that particular opportunity, providing insight into the sales pipeline and enabling collaboration between Sales Rep A and Sales Rep B on that specific opportunity.
Let's briefly discuss why the other answer choices are incorrect:
View the account and keep activities private: This answer choice implies that Sales Rep B can view the account but keep their activities private. However, Account Teams in Salesforce are designed to promote collaboration and visibility, so keeping activities private would contradict that purpose. Therefore, this choice is not applicable when Account Teams are enabled.
Edit all opportunities on the account: Account Teams typically grant Read access to other team members, allowing them to view account and opportunity information. However, editing opportunities on the account is not typically granted to team members through Account Teams. Instead, the opportunity owner has the primary responsibility for managing and editing their opportunities. Therefore, this choice is not one of the actions that Sales Rep A can allow Sales Rep B to do when Account Teams are used.
In summary, when Account Teams are enabled and used for an account, Sales Rep A can allow Sales Rep B to have Read access on the account's cases and view one of the opportunities on the account.