A customer has a requirement to allow the operations team to ider quote records in order to perform ''create and submit order'' action only when the corresponding opportunity has reached a specific status calles ''closed won''. Sales users will remain as the cord owners of quotes and order for reporting purpose. The organization wide default setting for quote and order object is private. How should a consultant solve this requirement with minimal customization?
The user in question, who builds media plans from requests for proposals, reviews past performance for insights, and proposes proactive solutions, best fits the Media Planner persona (A). This role involves strategizing and planning advertising campaigns, analyzing performance data, and making informed decisions to optimize future media plans, aligning closely with the responsibilities described. Reference:
https://www.salesforce.com/products/media-cloud/overview/
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