Universal Containers uses Person Accounts to represent retail customers and Business Accounts to represent commercial customers. The retail sales team should not have access to commercial customers but should have access to ALL retail customers.
With the organization-wide default on Account set to Private, how should the architect meet these requirements?

Question

Universal Containers uses Person Accounts to represent retail customers and Business Accounts to represent commercial customers. The retail sales team should not have access to commercial customers but should have access to ALL retail customers.

With the organization-wide default on Account set to Private, how should the architect meet these requirements?

Francesco Mammola · Accepted Answer

Create o criteria-based sharing rule giving the Retail Sales role access to Accounts of type PersonAccount.

Francesco Mammola · Answer

Create an owner-based sharing rule on AccountContactRelation to grant a@coess to all account contact roles records owned by retail sales reps.

Francesco Mammola · Answer

Update the Retall Sales profile to grant access to Person Account record type.

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