Universal Containers has created a Reimbursement Custom Object to capture requests for reimbursement of expenses related to office supplies. The Reimbursement requests are sometimes sensitive and the Team Leads should not have access to the Reimbursement records submitted by the Users in the Call Center Agent role. The Director of Support will require access to all Reimbursement records. The role hierarchy is set as follows: Call Center Agent role reports to Team Lead role, which Reports to the Director of Support. Which steps would the Architect take to ensure proper sharing in this Role Hierarchy structure assuming Private Sharing Setting for the Reimbursement Object?

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Adrien BARDE · Accepted Answer

Disable Grant Access Using Hierarchies for the Object and create a Sharing Rule to enable sharing to the Director of Support

Adrien BARDE · Answer

Leave the Reimbursement Object in 'Deployed' Status and set the Director of Supports Profile to 'View All' in the object permissions.

Adrien BARDE · Answer

Use an Approval Process to change the owner of the Reimbursement record upon submission to the Director of Support

Adrien BARDE · Answer

The sharing scenario described will occur without any special configuration choices being made by the Architect

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