QuestionQ1

Security and Access

Cloud Kicks has organization-wide sharing defaults for opportunities set to private. However, finance team members need visibility into closed-won opportunities. All finance team members have roles beneath the Finance Director, while all sales team members have roles beneath the Sales Manager.

Which two options should the administrator use to satisfy these criteria?

Choose two
  • A Share with roles and subordinates of the finance director role.
  • B Make an owner-based sharing rule where the won field = true.
  • C Select all opportunities owned by the sales manager role.
  • D Create a criteria-based sharing rule where the won field = true.
Explanation

A criteria-based sharing rule can select opportunity records by field value, so Won = true identifies closed-won opportunities. Sharing those records with the Finance Director role and its subordinates grants the finance team access. Owner-based sharing rules select records according to their owners rather than a record field value.

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