Question

Ursa Major Solar uses a private sharing model for cases. Each product line has several specialists who want to see all cases involving their product line. How do you set this up?

a. Create manual sharing rules for each product specialist
b. Use criteria-based sharing rules for each product line
c. Implement a role hierarchy for each product line
d. Define ownership-based sharing rules for each product specialist

Answer 1

To allow product specialists to see all cases for their product line, implement criteria-based sharing rules for each product line at Ursa Major Solar within their private sharing model.

Step-by-step explanation:

To set up a system where product specialists at Ursa Major Solar can see all cases involving their product line with a private sharing model, you would use criteria-based sharing rules for each product line. This approach allows you to automatically share records that meet certain criteria (such as involving a particular product line) with a group of users (the product specialists), without the need for manual intervention each time a case is created. A role hierarchy would not be as effective in this scenario, as it's based on the organisation's reporting structure rather than the product line specialty, and manual sharing or ownership-based rules would be inefficient and not dynamic.