Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Salesoperations and sales managersreport to the VP of Sales. Sales operations currently spends a few hours each month updating users that should have access to edit reports and dashboards in thesefolders.
How should UC grant access to sales managers to automate access to these Public Reports and Dashboards folders?
Universal Containers (UC) uses a custom Lightning component with anApex class to display shipment information (custom object, Private organization-widedefault). UC sales managers are complaining abouttwo important points: Shipmentrecords that belong to their teams can be seen by other users. Shipment amountshould be visible only by managers, but sales reps are able to view it.
Which feature did the development team miss that is causing the problems?
Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location.
Which options should be used together to achieve the requirements?
A junior account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.
What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?