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Question 230 - Certified Sharing and Visibility Architect discussion
If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
A.
Create an Criteria Based Sharing Rule that shares to the Corporate Legal Team Role when the ''legal assistance needed? Field is checked.
B.
Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
C.
Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the ''legal assistance needed?'' field is checked.
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