Salesforce Sharing and Visibility Certification Practice Exam

What is the primary advantage of using Opportunity Teams in Salesforce?

1. It allows multiple users to collaborate on the same opportunity

2. It enables automated sharing rules for opportunities

3. It provides visibility to all opportunity records in the system

4. It allows product managers to be added without management intervention

The correct answer is: It allows multiple users to collaborate on the same opportunity

The primary advantage of using Opportunity Teams in Salesforce is that it allows multiple users to collaborate on the same opportunity. Opportunity Teams facilitate teamwork by enabling sales representatives to designate team members who can access and contribute to specific opportunity records. This collaborative approach helps ensure that all relevant individuals can participate in the sales process, share insights, and collectively work towards closing the deal. By setting up Opportunity Teams, organizations can enhance communication and coordination among team members, leading to a more effective sales strategy. It promotes transparency and allows different roles to dynamically interact with the opportunity based on their expertise, leading to better decision-making and higher chances of success. In contrast, while automated sharing rules for opportunities can enhance visibility, they do not specifically address team collaboration. Visibility for all opportunity records in the system is a broader concept that encompasses user permissions rather than team dynamics on individual opportunities. Similarly, allowing product managers to be added without management intervention relates more to role assignment and governance rather than the collaborative functionality inherently provided by Opportunity Teams.