Account, opportunity and case teams and Sales Territories
How account, opportunity and case teams give record-by-record access chosen by the owner, what survives an ownership change, why private opportunities and high-volume users can't use teams, and when Sales Territories or Apex managed sharing fits better than a team.
Given a set of conditions, determine how teams can support the record access requirements.
~8 min read · 13 practice questions ·
What the exam expects
- Choose an account, opportunity or case team when access is decided record by record by the owner.
- Predict a member's effective access when teams meet defaults, sharing rules and linked account access.
- Predict which team members and edit rights survive an owner change.
- Recognise where teams can't be used: private opportunities, high-volume users, custom objects.
- Decide when Sales Territories fits better than teams, and how territory access levels work.
Key terms: team (users the owner adds to one account, opportunity or case, each with an access level); team role (a member's job on the team; on case teams it also sets access); default account team (a rep's usual collaborators, added to their accounts); Retain Edit Rights for Previous Owner (keeps edit access for the old opportunity owner); Sales Territories (formerly Enterprise Territory Management; territory-based account, lead and opportunity access).
Key facts
- Detail
- Private Account and Opportunity: opportunity access gives Read on the account
- Detail
- Highest access across all methods
- Detail
- Account and opportunity teams share team roles
- Detail
- Needs Private opportunity default and owner on the team
- Detail
- Team shares deleted unless splits are enabled
- Detail
- Removes teams, splits and sharing
- Detail
- Can't be deleted, only replaced; owner keeps Read and Write
- Detail
- Parent territories inherit the child's access level
Sources for this section (6)
- Account Teams Considerationshelp.salesforce.com (opens in a new tab)
- Account Team Roleshelp.salesforce.com (opens in a new tab)
- Opportunity Teams Considerationshelp.salesforce.com (opens in a new tab)
- Opportunity Fieldshelp.salesforce.com (opens in a new tab)
- Case Team Roleshelp.salesforce.com (opens in a new tab)
- Territory Default Accesshelp.salesforce.com (opens in a new tab)
- Why might a user still edit an account's opportunities after an admin lowers their team member access to Read Only?
- When does an opportunity team member get Read access to the parent account automatically?
- What does a Read Only case team role allow?
- Why does a custom object that needs per-record teams point to Apex managed sharing?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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