ADM-201 · Question #230
AW Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the administrate- configure to make it easier for teams to…
The correct answer is B. Enable account teams and show the users how to set up a default account team. To streamline collaboration for consistent sales teams on customer accounts, an administrator should enable Account Teams and guide users on setting up default account teams.
Question
AW Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the administrate- configure to make it easier for teams to collaborate with the same customer?
Options
- APropose the users manually share ail their accounts with their teammates.
- BEnable account teams and show the users how to set up a default account team.
- CCreate a queue for each team and assign account ownership to the queue.
- DEnable and configure standard opportunity teams with splits.
How the community answered
(35 responses)- A6% (2)
- B80% (28)
- C11% (4)
- D3% (1)
Why each option
To streamline collaboration for consistent sales teams on customer accounts, an administrator should enable Account Teams and guide users on setting up default account teams.
Manually sharing accounts is inefficient, prone to errors, and does not scale for multiple teams and numerous accounts, especially for ongoing collaboration.
Enabling Account Teams allows multiple users with defined roles to be associated with an account for collaboration. Instructing users to set up a default account team ensures that their predefined team members are automatically added to accounts, simplifying access and ensuring consistent team involvement.
Queues are primarily used for managing ownership of records that are pending assignment to individual users or groups, not for defining stable collaborative teams around a customer account.
Opportunity Teams are designed for collaboration and revenue splits on individual opportunities, not for establishing consistent team structures for overall customer accounts.
Concept tested: Account Teams for collaboration
Source: https://help.salesforce.com/s/articleView?id=sf.account_teams_enable.htm&type=5
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