With a private sharing model, a criteria-based sharing rule is the most effective way to grant auditors access to specific records like high-value opportunities. Criteria-based sharing rules allow records to be shared with a public group based on defined criteria (e.g., Opportunity Amount > $50,000).
Option A (Correct): Sharing rules are scalable and do not require reconfiguration of the Role Hierarchy or default Opportunity Teams.
Option B: Adding auditors to the default Opportunity Team is inefficient and impractical, as it applies to specific opportunities manually, not automatically for high-value opportunities.
Option C: Placing auditors at the highest level of the Role Hierarchy grants them excessive access to all opportunities, not just high-value ones, violating the principle of least privilege.
References:
UESTION NO: 18
A sales coach at Universal Containers wants to create and share a report folder with other sales coaches.
Which two permissions are required to accomplish this?
A. Create Report Folders and manage Reports in Public Folders
B. Create and customize Reports and Report Folders
C. Manage Reports in Public Folders and edit My Reports
Answer: B
To create and share a report folder, users need specific permissions. The "Create and Customize Reports" permission allows creating reports and folders, while folder management permissions are required to share the folder with others.
Option A: "Manage Reports in Public Folders" is for administering public folders, not creating or sharing a personal folder.
Option B (Correct): "Create and Customize Reports and Report Folders" ensures that users can create and share folders effectively.
Option C: "Edit My Reports" is only for editing personal reports, not for creating or sharing report folders.
References:
Report Folder Permissions
Salesforce Report and Dashboard Permissions
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