Your organization uses Account Teams. What feature allows automatic creation of Account Team members based on specific criteria?

  1. Account Team Rules
  2. Role Hierarchy
  3. Sharing Rules
  4. Territory Management ✓

Correct answer: Territory Management

Option D, Territory Management, is correct because Salesforce Territory Management automatically assigns Account Team members based on territory rules, which evaluate account attributes such as geography, industry, or revenue to place accounts within territories and assign the associated users, enabling systematic and criteria-driven Account Team population. Option A, Account Team Rules, is a distracting term that does not correspond to a real Salesforce feature by that name. Option B, Role Hierarchy, controls record visibility and data rollup in reports but does not drive automatic creation of Account Team members. Option C, Sharing Rules, extend record access to groups or roles based on criteria but are a visibility mechanism, not a mechanism for automatically populating Account Team memberships.

Topic: · salesforce, territory management, account teams, sales cloud

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