Question

If multiple people in your organization work with an account, how can this be easily tracked and required access provided?

1) Use Sharing Rules
2) Use Account Assignment Rules
3) Use Account Teams
4) Use Multiple Owners

Answer 1

To easily track and provide access to multiple people working with an account in an organization, you can use sharing rules, account assignment rules, account teams, or multiple owners.

Step-by-step explanation:

To easily track and provide required access to multiple people working with an account in an organization, there are several options available:

1. Use Sharing Rules: Sharing rules allow you to define the access level and permissions for different users or groups. This allows you to control who can see and edit specific account records.
2. Use Account Assignment Rules: Account assignment rules automatically assign accounts to specific users or teams based on predefined criteria. This ensures that each account is assigned to the appropriate person or group.
3. Use Account Teams: Account teams allow you to assign multiple users to an account and define their roles and access levels. This enables collaboration and coordination among team members working on the same account.
4. Use Multiple Owners: When an account has multiple owners, each owner has full access and control over the account. This can be useful when multiple people need to actively manage and make decisions regarding an account.