Universal Containers has the following requirements:
* The Commercial Account and Consumer Account support departments should not collaborate.
* The Commercial and Consumer sales users roll up to the same VP of Sales, but there should be no collaboration between sales departments.
* The Commercial sales department should share its customers with the Commercial support department.
* The Consumer sales department shares its customers with the Consumer support department.
* The Commercial and Consumer support departments roll up to the same Support Director.
* The sales departments will remain the Account Owner for the Accounts that they sell to.
What is the recommended Org-Wide Sharing Default for Accounts, and how would the Architect enable proper Commercial and Consumer Sales to Support Account Sharing for this scenario?

Question

Universal Containers has the following requirements:

* The Commercial Account and Consumer Account support departments should not collaborate.

* The Commercial and Consumer sales users roll up to the same VP of Sales, but there should be no collaboration between sales departments.

* The Commercial sales department should share its customers with the Commercial support department.

* The Consumer sales department shares its customers with the Consumer support department.

* The Commercial and Consumer support departments roll up to the same Support Director.

* The sales departments will remain the Account Owner for the Accounts that they sell to.

What is the recommended Org-Wide Sharing Default for Accounts, and how would the Architect enable proper Commercial and Consumer Sales to Support Account Sharing for this scenario?

Andres Romo · Accepted Answer

Private Account Sharing with Sharing Rules from Commercial Sales Group(s) to Commercial Support Groups(s) and Consumer Sales Group(s) to Consumer Support Group(s).

Andres Romo · Answer

Private Account Sharing with Sharing Rules from Commercial Sales Role(s) to Consumer Support Role(s) and Consumer Sales Role(s) to Commercial Support Role(s).

Andres Romo · Answer

Private Account Sharing with Sharing Rules from Commercial support Role(s) to Commercial Support Role(s) and Consumer Sales Role(s) to Consumer Support Role(s).

Andres Romo · Answer

Read-Only Account Sharing with Sharing Rules from Commercial Sales Role(s) to Consumer Support Group(s) and Consumer Sales Role(s) to Commercial Support Groups(s).

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