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ADM-201 · Question #341

Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The…

The correct answer is C. Add the subject matter experts to a public group and give them access to the records with a. To share specific cross-sell opportunities with a team while the organization-wide default for Opportunity is Private, the administrator should add the subject matter experts to a public group and create a sharing rule.

Submitted by parkjh· Apr 18, 2026Configuration and Setup

Question

Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this?

Options

  • ACreate a new role for the subject matter experts and give them access to the records with an
  • BChange the organization-wide default for Opportunity from Private to Public Read/Write to open
  • CAdd the subject matter experts to a public group and give them access to the records with a
  • DEnable territory management, assign the subject matter experts to the same territory, and give

How the community answered

(51 responses)
  • A
    4% (2)
  • B
    6% (3)
  • C
    76% (39)
  • D
    14% (7)

Why each option

To share specific cross-sell opportunities with a team while the organization-wide default for Opportunity is Private, the administrator should add the subject matter experts to a public group and create a sharing rule.

ACreate a new role for the subject matter experts and give them access to the records with an

Creating a new role for subject matter experts does not automatically grant them access to records owned by others when the organization-wide default is private, unless combined with a sharing rule or higher role in the hierarchy.

BChange the organization-wide default for Opportunity from Private to Public Read/Write to open

Changing the organization-wide default for Opportunity to Public Read/Write would grant all users read/write access to *all* opportunities, which is too broad and not the targeted sharing required.

CAdd the subject matter experts to a public group and give them access to the records with aCorrect

Adding subject matter experts to a public group allows for centralized management of the team needing access. A criteria-based sharing rule can then grant this public group access to all opportunities with the 'Cross-Sell' type, overriding the private organization-wide default for those specific records.

DEnable territory management, assign the subject matter experts to the same territory, and give

Enabling territory management is a comprehensive sales force automation feature primarily for managing territories and their associated records, which is an overly complex solution for sharing a subset of opportunities with a specific team.

Concept tested: Sharing Rules with Public Groups

Source: https://help.salesforce.com/s/articleView?id=sf.sharing_rules.htm&type=5

Topics

#Record Sharing#Sharing Rules#Public Groups#OWD

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