Salesforce Sharing and Visibility Certification Practice Exam

What should the Architect consider when customizing the security of Salesforce Account Teams with a Custom Account Team object?

1. The need to synchronize the AccountTeamMember object with the Custom Account Team object data.

2. The need to maintain the AccountShare object based on the Custom Account Team object data.

3. The need for Criteria-Based Sharing rules.

4. The need to adapt user fields in the Account Team object.

The correct answer is: The need to synchronize the AccountTeamMember object with the Custom Account Team object data.

When customizing the security of Salesforce Account Teams with a Custom Account Team object, it is essential for the Architect to consider the need to synchronize the AccountTeamMember object with the Custom Account Team object data. The AccountTeamMember object is pivotal because it associates users with specific account teams, defining which users have access to which accounts. By ensuring synchronization, the Architect guarantees that memberships and privileges assigned within the Custom Account Team are reflected accurately in the relevant objects and that the data governance and sharing practices adhere to the needed security policies. This synchronization is critical to maintaining the integrity of user access and ensuring that all team members have the appropriate permissions to collaborate on account-related activities efficiently. Consequently, any changes made to the Custom Account Team should be mirrored in the AccountTeamMember object to uphold effective security management. In contrast to other options, which might not directly address the core requirement of maintaining user access and collaboration, synchronization with the AccountTeamMember object is fundamental to effective team functionality and security.