Salesforce Sharing and Visibility Certification Practice Exam

What feature should an Architect use to re-assign Opportunity Team members effectively?

1. From the User Setup menu, click "Update Team members on open Opportunities"

2. Build a Visualforce page that will query the default team and update open Opportunities

3. From the Opportunity record detail page, use the "Update Team Members" function

4. Use the Mass Reassign Opportunity Team wizard on the Opportunity Tab Home Page

The correct answer is: Use the Mass Reassign Opportunity Team wizard on the Opportunity Tab Home Page

The Mass Reassign Opportunity Team wizard is specifically designed for bulk changes to the Opportunity Team members efficiently. This feature allows users to easily and quickly reassign team members for multiple opportunities without needing to go through each opportunity one by one. It is integrated into the user interface, making it accessible directly from the Opportunity Tab Home Page, which enhances user experience and saves time. Using the Mass Reassign Opportunity Team wizard also ensures that all relevant team members can be updated in a consistent manner, thereby maintaining the integrity and accuracy of Opportunity data and collaboration within teams. This approach is particularly useful for organizations with a high volume of opportunities, as it streamlines administrative tasks and helps maintain active sales processes. The other options, while they may aim to address similar needs, do not provide the same level of functionality. For example, updating team members from the User Setup menu or creating a Visualforce page could lead to more manual processes and less efficiency, as they do not provide a straightforward method for bulk reassignment of team members. Similarly, utilizing the function on the Opportunity record detail page, while useful for individual updates, lacks the scalability and convenience of the Mass Reassign Opportunity Team wizard for multiple opportunities.