CRT-101 · Question #18
AW Computing has six sales teams in a region. These teams always consists of the same account manager, engineer, and assistant. What should the administrator 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. Account Teams allow multiple users with defined roles (account manager, engineer, assistant) to be associated with an Account record, giving each member appropriate access to collaborate. The key efficiency here is Default Account Teams: each user can save their fixed team…
Question
AW Computing has six sales teams in a region. These teams always consists of the same account manager, engineer, and assistant. What should the administrator configure to make it easier for teams to collaborate with the same customer?
Options
- AEnable and configure standard opportunity teams with splits.
- 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.
- DPropose the users manually share all their accounts with their teammates.
How the community answered
(28 responses)- A14% (4)
- B75% (21)
- C4% (1)
- D7% (2)
Explanation
Account Teams allow multiple users with defined roles (account manager, engineer, assistant) to be associated with an Account record, giving each member appropriate access to collaborate. The key efficiency here is Default Account Teams: each user can save their fixed team composition as a default, which Salesforce can then automatically add to every account they own - eliminating the need to manually add the same teammates repeatedly. Option A (opportunity teams with splits) applies at the Opportunity level and is focused on revenue attribution, not account-level collaboration. Option C (queues) is for routing unowned records, not for ongoing team collaboration. Option D (manual sharing) is tedious and error-prone for six teams performing this repeatedly.
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