What should a consultant recommend for implementing team-based article access in Salesforce Knowledge for support teams?

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The recommendation for implementing team-based article access in Salesforce Knowledge focuses on ensuring that the right teams have access to the most relevant articles based on their specific needs. By assigning team-based roles to the associated product data category value, the consultant effectively allows different support teams to access articles that are pertinent to the products that they handle.

This approach takes advantage of the data category visibility settings within Salesforce Knowledge. By categorizing articles according to the products they relate to and linking these categories to team roles, the consultant can ensure that only authorized teams view and utilize the articles intended for their support scenarios.

Using roles for this configuration is key, as it aligns the access control mechanisms with the hierarchical structure of teams within the organization. This allows for greater flexibility and security, as well as improved efficiency, since only those team members responsible for certain product categories can access the relevant articles, enhancing their ability to assist customers.

In contrast, assigning profiles or utilizing article types for team-based access does not directly correlate with the intended categorization of articles relative to product support needs. Therefore, linking roles to the product data category value emerges as the most effective method for implementing team-based article access in this context.

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