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Salesforce Exam CRT-211 Topic 2 Question 103 Discussion

Actual exam question for Salesforce's CRT-211 exam
Question #: 103
Topic #: 2
[All CRT-211 Questions]

Cloud Kicks has organization-wide snaring defaults on the opportunity set to prvete. However, members of the finance team need to see closed won opportunities. The Drama team members all have roles under the finance director, while the sales team members have roles under the sales marager.

Which two options should the administrator use to meet these criteria?

Choose 2 answers

Show Suggested Answer Hide Answer
Suggested Answer: A, C

Two options that the administrator should use to meet these criteria are:

Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a specific role or in roles below that role in the hierarchy. In this case, you can share records with roles and subordinates of the finance director role, which includes all the members of the finance team.

Create a criteria-based sharing rule where the won field = true. This option allows you to grant access to records based on certain field values or formulas. You can create a criteria-based sharing rule on opportunities that grants access to records where the won field is true, which means that the opportunity stage is closed won.

The other two options are incorrect because:

Make an owner-based sharing rule where the won field = true is not an option because owner-based sharing rules do not allow you to specify field values or formulas as criteria. Owner-based sharing rules only allow you to share records based on who owns them or what role or group they belong to.

Select all opportunities owned by the sales manager role is not an option because it does not meet the criteria of sharing all closed won opportunities. It only shares opportunities that are owned by users who are in the sales manager role, regardless of their stage.


Contribute your Thoughts:

Talia
2 months ago
I dunno, guys. Option D seems a bit like cheating to me. Why not just give the finance team direct access to the opportunities they need to see? That way, we don't have to worry about any shady sharing rules.
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Cherry
2 months ago
I'm going with C and D. A criteria-based sharing rule is the cleanest solution, and letting the sales team access their own opportunities is just good business sense.
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Lonna
2 months ago
A and C are the clear winners here. Sharing with roles and subordinates of the finance director role makes sense, and a criteria-based sharing rule for the won field is a no-brainer.
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Aleshia
20 days ago
Agreed, those two options cover all the necessary criteria.
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Gerry
21 days ago
C) Create a criteria-based sharing rule where the won field = true.
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Thea
1 months ago
A) Share with roles and subordinates of the finance director role.
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Jolanda
2 months ago
I'm not sure about option B. Making an owner-based sharing rule might not be the best approach in this scenario.
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Gary
2 months ago
I agree with Phuong. Option C could also work by creating a criteria-based sharing rule for closed won opportunities.
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Tanesha
2 months ago
Option B is a bit of a wild card. I mean, making an owner-based sharing rule where the won field is true? That's like trying to herd cats with a laser pointer.
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Rosio
1 months ago
Option B is a bit of a wild card. I mean, making an owner-based sharing rule where the won field is true? That's like trying to herd cats with a laser pointer.
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Ayesha
1 months ago
C) Create a criteria-based sharing rule where the won field = true.
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Elizabeth
2 months ago
A) Share with roles and subordinates of the finance director role.
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Phuong
3 months ago
I think option A is a good choice because it allows sharing with roles under the finance director.
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Cecilia
3 months ago
C and D are the way to go. The finance team needs to see closed won opportunities, so a criteria-based sharing rule where the won field = true is the way to go. And the sales team members can access the opportunities owned by the sales manager role.
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Sharen
2 months ago
The finance team needs to see closed won opportunities, so a criteria-based sharing rule where the won field = true is the way to go. And the sales team members can access the opportunities owned by the sales manager role.
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Gianna
2 months ago
C and D are the way to go.
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