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CRT-211 · Question #159

AW Computing organizes Its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set…

The correct answer is D. Utilize territory management to add the operations team to the East territory. Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In…

Security and Access

Question

AW Computing organizes Its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set to Private. Members of the operations team for the East region need access to all the accounts and opportunities in the region. How should the administrator configure this requirement?

Options

  • AInstruct the operations team members to add themselves to the account teams.
  • BShare an Opportunity sharing the with a public group containing the East operations profile.
  • CAssign to a role in the role hierarchy positioned above the East sales director.
  • DUtilize territory management to add the operations team to the East territory.

How the community answered

(42 responses)
  • A
    2% (1)
  • B
    12% (5)
  • C
    7% (3)
  • D
    79% (33)

Explanation

Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is.

Topics

#territory management#OWD private#sharing model#role hierarchy

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