Northern Trail Outfitters Complaints Custom Object Visibility and Access Settings | Salesforce

AB

To meet the requirements of allowing only users within the Complaints Specialist public group to view and edit Complaint records, the consultant should recommend the following two options:

A. Create a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group:

• A criteria-based sharing rule allows you to define specific conditions for sharing records with a group of users.
• In this case, the consultant should create a criteria-based sharing rule for the Complaints object that grants Read/Write access to the Complaints Specialist public group.
• This rule can be based on specific criteria such as record attributes, field values, or any other relevant conditions.
• By assigning Read/Write access to the Complaints Specialist public group, only the members of this group will have the necessary access to view and edit Complaint records.

C. Set the Complaint object's default visibility to allow only the users in the Complaints Specialist public group to access the records:

• By setting the Complaint object's default visibility to private, the consultant ensures that the records are only accessible to their owner by default.
• However, in this scenario, the Complaints Specialist public group needs access to these records.
• To achieve this, the consultant should modify the object's default visibility settings.
• By setting the default visibility to allow only the users in the Complaints Specialist public group to access the records, other users will be restricted from viewing or editing Complaint records.
• This setting ensures that only the designated Complaints Specialists can work on these records while maintaining their privacy.

Option B (Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object) is incorrect because unchecking the Grant Access Using Hierarchies checkbox would prevent managers higher in the hierarchy from accessing the records, but it does not address the requirement of limiting access to only the users in the Complaints Specialist public group.

Option D (Use Apex managed sharing to grant record access to users in the Complaints Specialist public group and restrict manager visibility) is incorrect because Apex managed sharing is not required in this scenario. It is a programmatic approach that allows developers to define sharing rules and manage record access at a more granular level using Apex code. However, in this case, the requirements can be met using declarative sharing settings and the Complaints Specialist public group.

In summary, options A and C should be recommended to meet the requirements: creating a criteria-based sharing rule for the Complaints Specialist public group and setting the Complaint object's default visibility to allow only the users in the Complaints Specialist public group to access the records.