QuestionQ1334

Security and Access

Previous Ursa Major Solar sales representatives worked on roughly 180 Accounts whose billing addresses were in California. These sales representatives must retain view and edit access to those accounts for 1–3 months.

An Administrator needs to easily give these users View and Edit access to the 180 accounts.

What should the Administrator do to accomplish this goal?

  • A Configure a new Profile for these users with criteria based on Billing State equals California.
  • B Configure a new Account Sharing Rule for these users with criteria based on Billing State equals California.
  • C Configure a new Account folder for these users with criteria based on Billing State equals California.
  • D Configure a new Account Sharing Rule for the Sales Representative Profile with criteria based on Billing State equals California.
Explanation

A criteria-based Account sharing rule can select Accounts by the Billing State field value and grant Read/Write record access to the intended users, such as through a public group. Sharing rules extend record access automatically; profiles control object permissions rather than access to a selected set of Account records.

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