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Zorluk: OrtaRole Hierarchy and Sharing Rules

TechWave Distribution uses a custom object named Partner_Evaluation__c to conduct performance reviews for channel partners. The Organization-Wide Default (OWD) for Partner_Evaluation__c is currently set to Private, and the 'Grant Access Using Hierarchies' checkbox on the custom object definition has been deselected by an administrator.

The sales leadership team requires the following record access behavior:
1. Sales managers must be able to view and edit evaluation records owned by users below them in the role hierarchy.
2. Members of the Partner Operations team must be able to view all evaluation records where the Rating field is set to 'High Priority', regardless of record ownership.

Which TWO configuration steps should the administrator take to fulfill these requirements?

  1. Select the 'Grant Access Using Hierarchies' setting on the Partner_Evaluation__c custom object definition.Cevap
  2. Create a criteria-based sharing rule on Partner_Evaluation__c that shares records where Rating equals 'High Priority' with the Partner Operations Public Group.Cevap
  3. C
    Create manual owner-based sharing rules for each role level to share subordinate records with managers in the role hierarchy.
  4. D
    Create a Permission Set with Read and Edit object-level access on Partner_Evaluation__c and assign it to the Partner Operations team members.

Cevap

The administrator must enable 'Grant Access Using Hierarchies' on the custom object definition to grant manager access, and create a criteria-based sharing rule sharing 'High Priority' records with the Partner Operations Public Group.
Selecting 'Grant Access Using Hierarchies' allows users higher in the role structure to inherit the access permissions of their subordinates for custom objects. Combining this with a criteria-based sharing rule satisfies the requirement to expose specific records matching field criteria ('High Priority') to a group of users.

Adım Adım Çözüm

1
Evaluate requirement for role hierarchy access on the custom object
Identify that custom objects allow disabling 'Grant Access Using Hierarchies'. Re-enabling this checkbox grants record access to users higher in the role hierarchy.
By default for custom objects, 'Grant Access Using Hierarchies' can be toggled. Selecting it allows managers to inherit owner permissions from subordinates without needing manual sharing rules.
2
Evaluate requirement for field-based record visibility for a team
Determine that a criteria-based sharing rule is required to share records matching Rating = 'High Priority' with the Partner Operations team.
Criteria-based sharing rules allow access to be granted to a Public Group based on field values regardless of who owns the records.

Anahtar Kavram

Custom Object Role Hierarchy Access and Criteria-Based Sharing Rules
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Konular

Role Hierarchy and Sharing Rules

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