A sales manager wants to edit the opportunities owned by the sales team. The manager does NOT have Edit access to the Opportunity object. What is a recommended solution?
A.
Change the opportunity's organization-wide default settings to Public Read/Write
B.
Redefine the role hierarchy by enabling ג€grant access using hierarchiesג€
C.
Enable team selling on the Opportunity object to grant Read/Write access
D.
Create a permission set for Opportunity Edit and associate it to the user record
It must be "D". Object Level Access is needed.
A is not wrong but not to optimal solution
B is wrong as even with role hierarchy no Edit permission can be granted if not already granted via object or org-wide defaults.
B:Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the role hierarchy, unless your sharing model for an object specifies otherwise. Specifically, in the Organization-Wide Defaults related list, if the Grant Access Using Hierarchies option is disabled for a custom object, only the record owner and users granted access by the org-wide defaults receive access to the object's records.
https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_roles
Incorrect "Users always have access to data owned by or shared with their subordinates in the role hierarchy, regardless of the org-wide default settings. The only exception is for custom objects, for which you can disable access using hierarchies" from https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_roles
The sales manager needs an object level permission which either is controlled by profile settings or a permission set.... if the sales manager has a profile without Edit rights on the opportunity object, when they get access to a record they do not own (from one of their subordinates via sharing rules), they still wont be able to edit the record.
Should not B be the right answer since the sales manager only wants to edit/view records of his own team?
upvoted 2 times
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