Question

What is the solution to the following scenario?

Rachel is a Salesforce Administrator who needs to ensure that all users with the sales rep role are able to edit opportunities in the org that uses 'Public Read Only' model.

Answer 1

Rachel, the Salesforce Administrator, can give sales reps the ability to edit opportunities by adjusting profiles or permission sets, and creating a sharing rule, if necessary, to work within the 'Public Read Only' sharing model.

Step-by-step explanation:

The solution to this scenario where Rachel as a Salesforce Administrator needs to ensure that all users with the sales rep role can edit opportunities in an org with a 'Public Read Only' sharing model involves updating sharing settings and possibly creating sharing rules.

Rachel can take the following steps:

• Verify the organization-wide default (OWD) for Opportunities is set to 'Public Read Only'.
• Go to the roles in Salesforce and find the 'Sales Rep' role.
• Adjust the profile or permission set associated with the sales reps to ensure they have 'Edit' access to Opportunities.
• If necessary, create a sharing rule that grants 'Edit' access to Opportunities for users in the sales rep role.

This process involves configuring the Salesforce sharing model to accommodate the specific needs of the sales reps while maintaining data security and compliance with the org's sharing policies.