Salesforce Sharing and Visibility Certification Practice Exam

Which method can be used to ensure Account Management users only see Accounts once they are customers?

1. Implement a Process for Account Manager Team Addition

2. Create an Account Sharing Rule for All Sales

3. Public List View Sharing

4. Criteria-Based Sharing Rule

The correct answer is: Implement a Process for Account Manager Team Addition

The most effective method for ensuring that Account Management users only see Accounts once they have become customers is to implement a Process for Account Manager Team Addition. This approach allows organizations to automate the assignment of account managers to accounts based on specific criteria, ensuring that only accounts meeting the defined conditions (in this case, those that are customers) are visible to the Account Management users. By using a structured process, visibility can be tailored so that only qualified users see the accounts they are responsible for, which streamlines operations and helps maintain focus on current customer relationships rather than potential leads or inactive accounts. This method also promotes better accountability and aligns account management efforts with the organization’s goals regarding customer engagement. For other options, while Account Sharing Rules, Public List View Sharing, and Criteria-Based Sharing Rules can manage visibility in various contexts, they generally do not provide the same level of targeted management as implementing a specific process. Sharing rules, for example, may increase visibility across broader categories without the fine-tuned control that a defined process can achieve. Public List View Sharing also doesn't restrict access based on customer status, as it generally allows broader visibility rather than targeting.