The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a system administrator meet this requirement?

Question

Abel Sullivan

Business

26 July, 08:25

The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a system administrator meet this requirement?

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Kristina Armstrong · Answer 1

Answer: This requirement can be met by creating sharing rules that allows the sales operation to have access to the records of the sales representative.

Sharing rules allows certain users to have considerable access through automatic exceptions to one's org - wide sharing.

Note that sharing rules should never be stricter than one's personal org-wide settings because it is only meant to allow considerable access for specific users.