Salesforce Sharing and Visibility Certification Practice Exam

In Universal Containers’ case, which two attributes are crucial for account sharing management based on account types?

1. Account Manager addition to teams

2. Owner-based Sharing Rules

3. Public List Views

4. Criteria-based Sharing Rules

The correct answer is: Account Manager addition to teams

Account sharing management is essential in Salesforce, particularly when dealing with different account types. In this context, the addition of an Account Manager to teams is crucial because it facilitates tailored access and permissions based on the specific roles and responsibilities of the team members involved with the account. When an Account Manager is assigned to a team, they can ensure that the right individuals have access to the information necessary to perform their job effectively. This contributes to heightened collaboration and efficient management of customer accounts. Moreover, since different account types may necessitate different sharing settings, having a designated Account Manager who owns the relationship can pivotally influence how information is disseminated within the organization. The other options, while potentially relevant in a broader context, do not specifically address the unique roles and interactions involved in managing account sharing based on account types. Owner-based sharing rules, for example, are automated ways to control access based on the record owner rather than tailored management of roles. Public list views are useful for visibility but do not enforce security around sensitive account data. Criteria-based sharing rules, although designed for more complex sharing scenarios, still lack the personalized touch provided by having dedicated Account Managers assigned to account teams.