Salesforce Sharing and Visibility Certification Practice Exam

What three access levels can be set on the Account Team Member in Universal Containers?

1. Contact Access

2. Opportunity Access

3. Account Access

4. Contract Access

The correct answer is: Opportunity Access

In the context of Salesforce and specifically regarding Account Team Members, there are three primary access levels that can be configured: Account Access, Contact Access, and Opportunity Access. Account Access allows team members to view or edit the account record itself. Contact Access enables team members to have the same level of engagement with the associated contacts linked to that account. Opportunity Access grants permissions concerning opportunities related to the account. Understanding this structure is significant for organizations that want to effectively manage their sales teams and customer relationships. This access can be fine-tuned to align with business processes, ensuring that team members have the necessary permissions to collaborate on opportunities while maintaining security and data integrity. While Contract Access is important in general Salesforce functionality, it is not specifically a setting related to the customization of Account Team Members. Thus, the focus remains on the aforementioned three access types that facilitate teamwork and communication within account management.