A sales rep owns an opportunity and can view the associated account, but is unable to
view contacts on that account.
What should the consultant recommend to allow Account owners to selectively share an
Account's Contacts with Opportunity owners?
A. Add Opportunity owners to the Opportunity Team and configure Contact sharing.
B. Add Opportunity owners to the Account Team and configure Contact sharing.
C. Transfer Contact ownership from themselves to the Opportunity owner.
B. Add Opportunity owners to the Account Team and configure Contact sharing.
Explanation: To allow account owners to selectively share contacts with opportunity
owners, adding Opportunity owners to the Account Team and configuring Contact
sharing is the recommended approach. Here’s why:
Account Team Access and Sharing: By adding the opportunity owner to the
Account Team, the account owner can control access and selectively share
related records, such as Contacts. Configuring Contact sharing settings allows the
account owner to determine which contacts should be visible to opportunity
owners.
Granular Sharing Controls: Using Account Teams with Contact sharing settings
provides the necessary flexibility to control access at a more detailed level,
ensuring that opportunity owners can see relevant contacts as needed.
Salesforce Best Practices: Salesforce recommends using Account Teams to
manage record-level access for related records, providing targeted access to
essential information.
In summary, adding Opportunity owners to the Account Team and configuring Contact sharing (Option B) is the best solution to allow selective sharing of contacts
associated with accounts.