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Question 199 - Certified Advanced Administrator (CRT-211) discussion

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Universal Containers has a Private sharing model for Accounts and Opportunities. A new team is being created from within the sales team that will be assigned all renewal opportunities. These users will need to see all closed won opportunities while keeping the account private.

How should the administrator meet this requirement?

A.
Update the organization-wide default on Opportunities to Public Read Only and add them to the opportunities team.
Answers
A.
Update the organization-wide default on Opportunities to Public Read Only and add them to the opportunities team.
B.
Create a permission set with View All enabled on Accounts and assign it to the new users.
Answers
B.
Create a permission set with View All enabled on Accounts and assign it to the new users.
C.
Create a new profile for the renewals team with View All permission enabled on Accounts and Opportunities.
Answers
C.
Create a new profile for the renewals team with View All permission enabled on Accounts and Opportunities.
D.
Create a public group for the renewals team and create a criteria based sharing rule on Opportunities.
Answers
D.
Create a public group for the renewals team and create a criteria based sharing rule on Opportunities.
Suggested answer: D

Explanation:

A public group is a grouping of users, roles, roles and subordinates, or other groups that can be used to share access to records or folders. A sharing rule is a rule that grants additional access to records based on certain criteria or ownership. In this case, the administrator should create a public group for the renewals team and create a criteria based sharing rule on opportunities that grants read-only access to the group for all closed won opportunities. This way, the renewals team can see all the opportunities that are eligible for renewal while keeping the account private.

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

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asked 23/09/2024
Angad Singh
34 questions
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