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By Salesforce · Question Mode

QuestionQ115

Programmatic Sharing

Universal Containers (UC) is a rapidly growing company that sells containers worldwide. It has thousands of dealerships across the globe, where local dealers service containers. UC has implemented a new Partner Community for its dealers. Each dealership has a dealer manager who manages the service agents. The community sharing model is private.

What is the best option for giving dealer managers visibility into only the customer cases raised by their service agents?

  • A Change external organization-wide default of case object to public read only.
  • B Create a sharing set to share cases created by service agents with their dealer manager.
  • C Create a sharing rule to share cases created by service agents with their dealer manager.
  • D Using the role hierarchy, the cases raised by service agents will be visible to their relevant dealer managers.
Explanation

Partner Community user roles form an account-level hierarchy in which Partner Manager roles are above Partner User roles. Users in the higher partner role can view and edit records owned by users below them, regardless of the organization’s sharing model. Assigning each dealer manager above that dealership’s service agents therefore grants access to the relevant agents’ cases without exposing cases across dealerships.

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