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What is the solution to the following scenario?

Users of an organization are currently only able to see campaign members whose lead or contact records they have access to. However, the Marketing Director would like them to access campaign member records only if they have access to the related campaign. Also, users belong to a certain public group require access to all campaign members regardless of the default access.

1 Answer

6 votes

Final answer:

The solution for the CRM access issue is to adjust the security settings and sharing rules, granting access to campaign member records based on related campaign access and creating a sharing rule for a user group to access all members.

Step-by-step explanation:

The scenario described relates to setting up access controls for campaign members in a customer relationship management (CRM) system within an organization. This type of system often requires specific access permissions to ensure data security and integrity. At a high level, the solution should involve configuring the CRM's sharing rules and security settings to align with the organization's data access policies.

To address the Marketing Director's request, you would update the sharing model so that access to campaign member records is determined by access to the related campaign. This can typically be managed through the CRM software's security settings, where you could adjust the object-level permissions to meet this requirement. Additionally, for users in a certain public group who need access to all campaign members, you would create a sharing rule that grants 'Read Only' or 'Read/Write' access to all campaign members for that group.

It's important to ensure that these changes are in line with the organization's overall security policies. Testing in a sandbox environment before implementing these changes in production is a recommended best practice to prevent any potential disruptions to existing processes and data access.