ADM-201 · Question #49
Universal Containers has a marketing, team setup as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representative do to…
The correct answer is A. Manually share the record with the public group. To ensure a public group, like a marketing team, can access a specific opportunity, the sales representative should manually share that individual record with the public group.
Question
Universal Containers has a marketing, team setup as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representative do to ensure the marketing team can access the opportunity?
Options
- AManually share the record with the public group.
- BAdd the public group to the opportunity team.
- CChange the opportunity owner to the public group.
- DAdd the public group to an opportunity queue.
How the community answered
(42 responses)- A79% (33)
- B7% (3)
- C2% (1)
- D12% (5)
Why each option
To ensure a public group, like a marketing team, can access a specific opportunity, the sales representative should manually share that individual record with the public group.
Manual sharing is the appropriate method to grant specific users, roles, or public groups access to a single record, overriding default sharing settings for that particular instance.
Opportunity Teams are comprised of individual users, not public groups, to facilitate collaborative sales efforts and access to opportunities.
Records in Salesforce must be owned by an individual user or a queue (for certain objects), not by a public group.
Opportunity queues are not a standard Salesforce feature; queues are primarily used for objects like Leads and Cases to distribute work among a group of users.
Concept tested: Manual sharing records with Public Groups
Source: https://help.salesforce.com/s/articleView?id=sf.sharing_manual.htm&type=5
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