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

Question

Options

• AAdd the subject matter experts to a public group and give them access to records with a
• BChange the organisation-wide default for opportunity from private to public Read/Write to open up
• CEnable territory management, assign the subject matter experts to the same territory, and give
• DCreate a new role for the subject matter experts and give them access to the records with the

• A
  82% (28)
• B
  3% (1)
• C
  12% (4)
• D
  3% (1)

Explanation

When the org-wide default (OWD) for Opportunity is Private, records are only visible to the owner and those above them in the role hierarchy. To share specific records (cross-sell opportunities) with a targeted group without changing the OWD, the administrator should use Criteria-Based Sharing Rules. The best approach is to add the subject matter experts to a Public Group, then create a sharing rule that grants that group access to opportunities where the Type equals 'Cross-Sell'. Option B is wrong because changing the OWD to Public Read/Write exposes ALL opportunities to all users - far too broad. Option C (Territory Management) is designed for account/opportunity alignment by geographic or business territory, not for ad-hoc record sharing by type. Option D (new Role) would only work via the role hierarchy and would not filter by opportunity type.

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