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Question 187 - Certified Administrator discussion

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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 company has different roles, and the organisation wide default opportunity is set to private.

How should the administrator accomplish this?

A.
Add the subject matter experts to a public group and give them access to records with a criteriabased sharing rule.
Answers
A.
Add the subject matter experts to a public group and give them access to records with a criteriabased sharing rule.
B.
Change the organisation-wide default for opportunity from private to public Read/Write to open up access for subject matter experts.
Answers
B.
Change the organisation-wide default for opportunity from private to public Read/Write to open up access for subject matter experts.
C.
Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.
Answers
C.
Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.
D.
Create a new role for the subject matter experts and give them access to the records with the owner-based sharing rule
Answers
D.
Create a new role for the subject matter experts and give them access to the records with the owner-based sharing rule
Suggested answer: A

Explanation:

A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type.

Reference: https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm&type=5

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asked 23/09/2024
Felipe Huichacura
31 questions
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