QuestionQ52

Declarative Sharing

An Architect is working with Ursa Major Solar, which has the following environment and requirements:

  • Commercial and Consumer support departments report to the same Support Director.
  • Commercial and Consumer sales users report to the same VP of Sales, but the sales departments must not collaborate.
  • The Commercial and Consumer sales departments should share their customers with one another. However, the Commercial Account and Consumer Account support departments must not collaborate.
  • The sales departments will continue to be the Account Owner for the Accounts they sell to.

Which Organization-Wide Default is recommended for Accounts, and how should the Architect enable appropriate support Account Sharing for Commercial and Consumer sales?

  • A Private Account Sharing with Sharing Rules from Commercial Sales Role(s) to Consumer Support Role(s) and Consumer Sales Role(s) to Commercial Support Role(s).
  • B Private Account Sharing with Sharing Rules from Commercial Sales Role(s) to Commercial Support Role(s) and Consumer Sales Role(s) to Consumer Support Role(s).
  • C Private Account Sharing with Sharing Rules from Commercial Sales Group(s) to Commercial Support Group(s) and Consumer Sales Group(s) to Consumer Support Group(s).
  • D Read-Only Account Sharing with Sharing Rules from Commercial Sales Role(s) to Consumer Support Group(s) and Consumer Sales Role(s) to Commercial Support Group(s).
Explanation

A Private Account organization-wide default prevents broad access across the commercial and consumer organizations. Owner-based sharing rules can make Commercial Sales-owned accounts available to Commercial Support roles and Consumer Sales-owned accounts available to Consumer Support roles, while maintaining sales ownership and preventing unnecessary cross-department support access.

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