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Zorluk: Çok zorCase Collaboration Tools (Case Teams and Case Feed)

Aerospace Avionics Corp manages high-security escalation cases where Organization-Wide Defaults (OWD) for the Case object are set to Private. A compliance mandate requires external tier-3 security auditors—who do not own the cases—to temporarily collaborate on specific privacy breach cases. The auditors require Read/Write record access to edit specific case resolution details, as well as the ability to share restricted internal posts on the Case Feed that must remain invisible to external portal users. Which administrative configuration fulfills these access and feed collaboration requirements without granting global record permissions?

  1. Configure a Predefined Case Team containing the tier-3 security auditors with a Case Team Role granting Read/Write access, and train auditors to set Feed Item Visibility to 'Internal Users' when posting on the Case Feed.Cevap
  2. B
    Create a dedicated tier-3 auditor Profile with 'Modify All' object-level permission for Cases, and assign permission sets to automatically expose all internal Chatter feed posts to external portal users.
  3. C
    Build a Case Escalation Rule that reassigns case ownership to a Public Group containing the security auditors whenever internal feed tracking updates are generated on a case record.
  4. D
    Enable Chatter Feed Tracking on the Case object for all custom fields, relying on standard feed tracking to automatically bypass case OWD restrictions for security auditors.

Cevap

Configure a Predefined Case Team containing the tier-3 security auditors with a Case Team Role granting Read/Write access, and instruct auditors to select 'Internal Users' for Feed Item Visibility when posting on the Case Feed.
The correct solution uses Predefined Case Teams with a Case Team Role granting Read/Write access, fulfilling the requirement for targeted, non-global record access under a Private OWD. Furthermore, utilizing the 'Internal Users' setting on Case Feed items restricts feed post visibility so that external portal users cannot view internal collaboration details.

Adım Adım Çözüm

1
Evaluate record access requirements under OWD Private conditions
Standard sharing or Case Teams must be used to grant record-level Read/Write access to non-owners on a per-case basis.
Case Teams provide granular access control without altering OWD or granting global Modify All privileges.
2
Define Case Team Roles and Predefined Case Teams
Security auditors are added to a predefined team with a designated role configured for Read/Write record access.
Predefined Case Teams allow administrators to quickly add a group of frequent collaborators to individual cases.
3
Configure Case Feed publisher security settings
Auditors select 'Internal Users' for Feed Item Visibility during post creation.
Feed Item Visibility prevents external community/portal users from seeing sensitive internal collaboration posts.

Anahtar Kavram

Case Teams Record Sharing and Case Feed Item Visibility
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Case Collaboration Tools (Case Teams and Case Feed)

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