A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.
How should the consultant configure the security settings?

Question

A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.

How should the consultant configure the security settings?

Richard Villanueva · Accepted Answer

Create a Role for the volunteer manager under the executive director's Role and grant read, write access to those fields in the volunteer manager's role.

Richard Villanueva · Answer

Assign the volunteer manager and executive director to a Public Group and grant the Public Group access to those fields.

Richard Villanueva · Answer

Create a Sharing Rule that grants the volunteer manager and executive director access to the background check fields.

Richard Villanueva · Answer

Create a Permission Set that grants access to those fields and assign it to the volunteer manager and executive director.

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