Universal Containers has a marketing team set up as a public group. What should a sales representative do to ensure the marketing team can access an opportunity?

The best approach for ensuring that the marketing team, set up as a public group, can access an opportunity is to manually share the record with the public group. This method gives the marketing team explicit access to the opportunity, making it clear who has permission to view and potentially act on that record.

Manually sharing the record allows for precise control over access permissions. This is especially important for maintaining data security and ensuring that only the appropriate groups can view or modify sensitive information contained within opportunities.

Adding the public group to an opportunity queue is not directly applicable, as queues are primarily used for workload management and do not necessarily grant record access in the same way. Changing the opportunity owner to the public group would not be appropriate since it is not feasible to assign ownership of a record directly to a group rather than to a specific individual. Lastly, while adding the public group to the opportunity team may seem beneficial, it does not specifically set record-level access on its own without proper sharing settings.

By manually sharing the opportunity with the public group, the sales representative ensures that the marketing team can access the necessary details to align their efforts with the sales process.