Understand the impact of sharing settings in Salesforce, focusing on public groups, sharing rules, and opportunity access for Sales Engineers and their managers.
Table of Contents
Question
Universal Containers (UC) has created a public group with certain Sales Engineers to help on complex deals and a sharing rule to grant access to these opportunities. Opportunity OWD is private.
What is the impact of these sharing settings?
A. Subordinates of Managers who have Sales Engineers in the public group will also have access to these records.
B. Sales Engineers Managers and their managers in the role hierarchy will also have access to these records.
C. Sales Engineers that have a similar role of the Sales Engineers of the public group will also have access to these records.
D. Sales Engineers direct reports will also have access to these records.
Answer
B. Sales Engineers Managers and their managers in the role hierarchy will also have access to these records.
Explanation
Explanation: In Salesforce, when a public group is created and a sharing rule is set up to grant access to specific records (in this case, opportunities), the access is extended to the managers of the users in the public group and their managers higher up in the role hierarchy. This is because the role hierarchy automatically grants record access to users above the owner in the hierarchy.
However, the access is not extended to:
- Subordinates of Managers who have Sales Engineers in the public group (option A)
- Sales Engineers with similar roles to those in the public group (option C)
- Direct reports of the Sales Engineers (option D)
The sharing rule and public group settings specifically grant access to the Sales Engineers in the group and their managers in the role hierarchy, but not to other users with similar roles or their subordinates.
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