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Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How Should the administrator share records owned by sales team A with Sales team B?
Correct Answer: B
Explanation Manual sharing allows record owners to share individual records with other users or groups. This is useful when one-off sharing is needed for a specific situation. Hierarchical sharing, criteria-based sharing and owner-based sharing are not suitable for this scenario because they are based on predefined rules or roles that do not match the requirement. References: https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm&type=5
Recent Comments (The most recent comments are at the top.)
Elena - Mar 17, 2025
o share records owned by Sales team A with Sales team B, the best approach would be:
D. Owner based sharing
This method allows you to create sharing rules based on the owner of the records, ensuring that records owned by Sales team A are shared with Sales team B.
Elena - Mar 17, 2025
It's D To share records owned by Sales team A with Sales team B, the best approach would be:
D. Owner based sharing
This method allows you to create sharing rules based on the owner of the records, ensuring that records owned by Sales team A are shared with Sales team B.
ab - Oct 24, 2024
To share records owned by Sales team A with Sales team B, the administrator at Universal Containers can use Sharing Rules. Since both teams are subordinates of the same Manager role, sharing rules can be set up to grant access based on roles.
Here’s how the administrator can do it:
Navigate to Sharing Settings: Go to Setup. Enter Sharing Settings in the Quick Find box and select it. Create a New Sharing Rule: Scroll down to the Sharing Rules section. Click New to create a new sharing rule. Define the Sharing Rule: Rule Name: Give the rule a name. Rule Type: Select the object you want to share (e.g., Account, Opportunity). Select the Records to be Shared: Choose criteria-based or owner-based sharing. For this scenario, choose Owner-based. Select the Users to Share With: Choose the role of Sales team B. Access Level: Set the level of access (e.g., Read Only, Read/Write). Save the Rule: Click Save to apply the sharing rule. This will ensure that records owned by Sales team A are shared with Sales team B based on the defined criteria...
Skycer - Apr 25, 2024
I think ANS is Criteria based sharing C. Criteria-Based Sharing
Here's why the other options are less suitable:
Hierarchical Sharing: This would grant access based on the role hierarchy. Since both Sales Team A and B are subordinates of the same Manager role, hierarchical sharing wouldn't differentiate between the teams. Both teams would have access to all records. Manual Sharing: Manually sharing each record owned by Team A with Team B users would be a tedious and error-prone approach, especially as the data grows. Owner-Based Sharing: This rule would share records based on the owner, which wouldn't achieve the goal of sharing Team A's records with Team B. Criteria-Based Sharing allows the administrator to define specific criteria for sharing records. In this scenario, the administrator can create a sharing rule:
Rule applies to: Select the object containing the records to be shared (e.g., Opportunity). Shared with: Choose the team or role representing Sales Team B. Criteria: Define the criteria for sharing. This could be based on a field value, such as "Sales Team" equals "Sales Team A"....
Recent Comments (The most recent comments are at the top.)
o share records owned by Sales team A with Sales team B, the best approach would be:
D. Owner based sharing
This method allows you to create sharing rules based on the owner of the records, ensuring that records owned by Sales team A are shared with Sales team B.
It's D
To share records owned by Sales team A with Sales team B, the best approach would be:
D. Owner based sharing
This method allows you to create sharing rules based on the owner of the records, ensuring that records owned by Sales team A are shared with Sales team B.
To share records owned by Sales team A with Sales team B, the administrator at Universal Containers can use Sharing Rules. Since both teams are subordinates of the same Manager role, sharing rules can be set up to grant access based on roles.
Here’s how the administrator can do it:
Navigate to Sharing Settings:
Go to Setup.
Enter Sharing Settings in the Quick Find box and select it.
Create a New Sharing Rule:
Scroll down to the Sharing Rules section.
Click New to create a new sharing rule.
Define the Sharing Rule:
Rule Name: Give the rule a name.
Rule Type: Select the object you want to share (e.g., Account, Opportunity).
Select the Records to be Shared: Choose criteria-based or owner-based sharing. For this scenario, choose Owner-based.
Select the Users to Share With: Choose the role of Sales team B.
Access Level: Set the level of access (e.g., Read Only, Read/Write).
Save the Rule:
Click Save to apply the sharing rule.
This will ensure that records owned by Sales team A are shared with Sales team B based on the defined criteria...
I think ANS is Criteria based sharing
C. Criteria-Based Sharing
Here's why the other options are less suitable:
Hierarchical Sharing: This would grant access based on the role hierarchy. Since both Sales Team A and B are subordinates of the same Manager role, hierarchical sharing wouldn't differentiate between the teams. Both teams would have access to all records.
Manual Sharing: Manually sharing each record owned by Team A with Team B users would be a tedious and error-prone approach, especially as the data grows.
Owner-Based Sharing: This rule would share records based on the owner, which wouldn't achieve the goal of sharing Team A's records with Team B.
Criteria-Based Sharing allows the administrator to define specific criteria for sharing records. In this scenario, the administrator can create a sharing rule:
Rule applies to: Select the object containing the records to be shared (e.g., Opportunity).
Shared with: Choose the team or role representing Sales Team B.
Criteria: Define the criteria for sharing. This could be based on a field value, such as "Sales Team" equals "Sales Team A"....
Its say "Owner based sharing" here: https://www.freecram.net/question/Salesforce.ADM-201.v2023-10-09.q118/universal-containers-has-two-sales-teams-sales-team-a-and-sales-team-b-each-team-has-their-own-role