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Salesforce Exam Media Cloud Consultant Topic 1 Question 12 Discussion

Actual exam question for Salesforce's Media Cloud Consultant exam
Question #: 12
Topic #: 1
[All Media Cloud Consultant Questions]

Sellers for a major publisher are not entering opportunities until the deal is closed. internal sales teams compete for business with each other, with a few of them using salesforce reports to surface potential clients with ad budgeds by identifying those targeted on an opportunity owned by the competing team. this behavior has driven sales teams to collaborate on external spreadsheets where the competing sellers do not have access to the information. Which two things should a consultant include in the design to remove unwanted sales access, while continuing to support the sales team collaboration?

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Suggested Answer: A, D

To address the issue of internal competition and lack of collaboration among sales teams, while ensuring secure access to opportunity data, a consultant should consider enabling and using Opportunity Teams (A) and updating Opportunity Organization Wide Defaults (OWD) to Private (D). Opportunity Teams allow for collaborative selling by enabling the owner to share opportunities with a select group of users, enhancing teamwork without compromising data security. Setting OWD for opportunities to Private ensures that only the owner and selected team members have access, preventing unwanted access by competing sales teams. Reference:

https://help.salesforce.com/articleView?id=sf.opportunity_team_setting_up.htm

https://help.salesforce.com/articleView?id=sf.sharing_model_fields.htm


by Leatha at May 30, 2024, 10:54 AM

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Carmen
5 months ago
Ooh, this is a tricky one. Salesforce can be like a game of chess sometimes, huh? Gotta think a few moves ahead to stay on top of the competition.
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Daisy
5 months ago
Haha, I love the idea of the sales teams using secret spreadsheets to avoid the 'Salesforce police'. Gotta do what you gotta do, am I right?
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Hildegarde
5 months ago
C) update field-level security for the amount field and update the opportunity line item related list visibility in the opportunity lightinh page to hide the field and related list from the sellers profile
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Dusti
5 months ago
A) enable and use opportunity team
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Tasia
5 months ago
B is a bit of a hassle, having the admin manually share the opportunities. That seems like an unnecessary burden on the admin.
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Rebecka
6 months ago
C and D sound like good options too. Restricting field-level security and setting the opportunity organization-wide defaults to private should help limit unwanted access.
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Leanora
5 months ago
C and D sound like good options too. Restricting field-level security and setting the opportunity organization-wide defaults to private should help limit unwanted access.
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Barrett
5 months ago
A) enable and use opportunity team
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France
6 months ago
I think option A is the best way to go. Enabling the opportunity team feature will allow the sales teams to collaborate without giving everyone full access to the information.
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Rikki
5 months ago
C) update field-level security for the amount field and update the opportunity line item related list visibility in the opportunity lightning page to hide the field and related list from the seller's profile
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Annette
5 months ago
B) assign opportunity ownership to the system administrator and have a system administrator manually share the opportunity with the correct seller and their team
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Owen
5 months ago
A) enable and use opportunity team
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Kathrine
6 months ago
That sounds like a good solution. It will help maintain collaboration while also restricting access to sensitive information.
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Hana
6 months ago
C) update field-level security for the amount field and update the opportunity line item related list visibility in the opportunity lightinh page to hide the field and related list from the sellers profile
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Charlette
6 months ago
A) enable and use opportunity team
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Alfred
6 months ago
I agree with Tanja. Assigning opportunity ownership to the system administrator seems like a good solution too.
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Tanja
6 months ago
I think we should enable and use opportunity team to remove unwanted sales access.
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