An administrator at Northern Trail Outfitters needs to enable cross-functional support specialists to collaborate on specific, high-priority customer cases. The requirements state that these specialists must be granted explicit record-level access (such as Read Only or Read/Write) based on their functional role on the case, without transferring case ownership or modifying Organization-Wide Defaults. Which feature should the administrator configure to satisfy this business requirement?
- Predefined Case Teams with customized Case Team RolesCevap
- BChatter Feed Tracking combined with custom Publisher Layouts
- CDynamic Forms component visibility rules on the Case Lightning Record Page
- DOrganization-Wide Default sharing rules using Grant Access Using Hierarchies
Cevap
The administrator should configure Predefined Case Teams with customized Case Team Roles.
Predefined Case Teams and Case Team Roles allow administrators to designate access levels (Read Only or Read/Write) for users collaborating on specific case records. This directly addresses the requirement to grant explicit access to cross-functional members without altering Organization-Wide Defaults or changing case ownership.
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Anahtar Kavram
Case Teams and Case Team Roles