Cloud Kicks(CK)では、各営業担当者に営業担当者と営業エンジニアが割り当てられています。 CKは、割り当てられたセールスオペレーションスペシャリストとセールスエンジニアが正しいアカウントにアクセスできるようにしたいと考えています。連絡先の組織全体のデフォルト(OWO)は「親によって制御」に設定されています。コンサルタントがこの要件を満たすために推奨するソリューションはどれですか。
正解:B
* Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.