Universal Containers wants to implement collaborative selling where multiple roles work together on customer accounts. Sales reps need full access to their assigned accounts, while customer support…

Question

Options

• ASet up default account teams with specified access levels for different team roles.
• BCreate sharing rules to grant access to opportunities and cases for support teams.
• Cprovides vertical access but doesn't easily handle the horizontal, project-based access
• Dgrant functional permissions (what a user can do) but do not grant access to specific data

• A
  71% (39)
• B
  4% (2)
• C
  7% (4)
• D
  18% (10)

Explanation

Account Teams in Salesforce allow multiple users to collaborate on a single account with different levels of access per team member role (e.g., Read/Write for sales reps, Read Only for support reps). The key differentiator here is 'Default Account Teams' - a user can configure a personal default team that is automatically added to every account they own, satisfying the requirement to 'automatically add the same team members to multiple accounts.' Sharing rules (B) can extend access but do not support the team-member structure or automatic assignment to multiple accounts. Role hierarchy (C) provides vertical access, not project-based. Profiles/Permission Sets (D) control what users can do, not which records they can see.

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