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?
Universal Containers (UC) hired a consulting company to implement Sales Cloud. This will be the third CRMapplication UC has used in the past 5 years. Employees have failed to adopt the previous two applications.
Which step should be part of UC's plan to help drive adoption of Sales Cloud?
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