Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read /Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts. Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
Cloud Kicks has hired a consultant to help with its quoting process. The consultant
has determined that some quote custom fields should be viewed from the Opportunity.
What should a consultant consider when implementing the custom fields?
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