PLAT-ADMN-201 · Question #61
The sales reps at Cloud Kicks should be able to report on each other's account and opportunity records with the organization-wide default for Account and Opportunity both set to Private. What should…
The correct answer is A. Create an owner-based sharing rule for Accounts with sharing between a Public Group of Sales. With organization-wide defaults set to Private, users can only see records they own. An owner-based sharing rule extends read (or read/write) access to all members of a Public Group of Sales Reps for both Accounts and Opportunities, allowing them to report on each other's…
Question
Options
- ACreate an owner-based sharing rule for Accounts with sharing between a Public Group of Sales
- BCreate an Account and Opportunity report to show any owned by each member of the Sales
- CUtilize Apex sharing to programmatically share records between a group of Sales Rep users.
- DCreate manual sharing to share specific account and opportunity records between the sales reps.
How the community answered
(38 responses)- A84% (32)
- B3% (1)
- C5% (2)
- D8% (3)
Explanation
With organization-wide defaults set to Private, users can only see records they own. An owner-based sharing rule extends read (or read/write) access to all members of a Public Group of Sales Reps for both Accounts and Opportunities, allowing them to report on each other's records. This is the correct declarative, scalable approach. Manual sharing (D) is record-by-record and doesn't scale across a team. Apex sharing (C) requires custom development and is unnecessary here. Creating a report (B) does not grant the underlying record access needed to include other users' records in that report.
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