🧠 WHO CAN FIX IT? TEAM GAMMA EDITION
You have just joined a UK recruitment company as the Salesforce Admin.
The company has Sales Reps, Sales Managers, and a Compliance Team.
Here is the issue:
Sales Reps can see Opportunities owned by other reps.
Sales Managers need to see records owned by their own team.
The Compliance Team needs read only access to all Opportunities above £50,000.
The business does not want everyone seeing everything anymore.
What is the best security approach?
💬 Vote and explain your reasoning.
This one tests whether you understand record visibility, Profiles, Permission Sets, Role Hierarchy, and Sharing Rules.
YOU CAN ALSO EXPLAIN WHY YOUR OPTION IS CORRECT IN THE COMMENTS
🔘 A. Set Opportunity Org Wide Defaults to Private, give Sales Managers View All access through a Permission Set, and create page layouts that hide low value Opportunities from Compliance
🔘 B. Keep Opportunity Org Wide Defaults as Public Read Only, remove Edit access from Sales Rep Profiles, and create a Permission Set for Compliance to view high value Opportunities
🔘 C. Set Opportunity Org Wide Defaults to Private, use the Role Hierarchy for manager visibility, remove unnecessary View All access, and use a criteria based Sharing Rule to give Compliance read only access to Opportunities above £50,000
🔘 D. Keep the current sharing model, create different Profiles for Sales Reps, Managers, and Compliance, and use Field Level Security to control which Opportunity records they can see
16 votes
11
11 comments
🧠 WHO CAN FIX IT? TEAM GAMMA EDITION
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