CRT-211 · Question #189
Cloud Kicks has organization-wide snaring defaults on the opportunity set to prvete. However, members of the finance team need to see closed won opportunities. The Drama team members all have roles…
The correct answer is A. Share with roles and subordinates of the finance cirector role. C. Create a criteria-based sharing rule where the won field = true. Two options that the administrator should use to meet these criteria are: Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a…
Question
Cloud Kicks has organization-wide snaring defaults on the opportunity set to prvete. However, members of the finance team need to see closed won opportunities. The Drama team members all have roles under the finance director, while the sales team members have roles under the sales marager. Which two options should the administrator use to meet these criteria? (Choose 2 answers)
Options
- AShare with roles and subordinates of the finance cirector role.
- BMake an owner-based sharing rule where the wnn field - true.
- CCreate a criteria-based sharing rule where the won field = true.
- DSelect all opportunities owned by the sales manager role.
How the community answered
(24 responses)- A79% (19)
- B8% (2)
- D13% (3)
Explanation
Two options that the administrator should use to meet these criteria are: Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a specific role or in roles below that role in the hierarchy. In this case, you can share records with roles and subordinates of the finance director role, which includes all the members of the finance team. Create a criteria-based sharing rule where the won field = true. This option allows you to grant access to records based on certain field values or formulas. You can create a criteria-based sharing rule on opportunities that grants access to records where the won field is true, which means that the opportunity stage is closed won.
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