Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location.
Which options should be used together to achieve the requirements?
A.
Configure organization-wide defaults of the Account object and create sharing rules.
B.
Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.
C.
Configure Role Hierarchy and create sharing rules.
C. is correct because it combines the use of Role Hierarchy to define the organizational structure and create sharing rules to enforce access restrictions based on geographic location.
B. is wrong because a user with system admin or 'Modify All Data' permission can see it. Even in a private sharing model, any user, regardless of location, may be able to see if added to an account team. It opens access, but doesn't limit.
A. is incorrect because solely configuring organization-wide defaults and creating sharing rules might not ensure that only branch managers and branch staff see customers and related information in their geographic location. It doesn't take into account the hierarchical structure of the organization, which is crucial for ensuring that access is appropriately restricted.
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BrainMelt12
7 months, 2 weeks ago