The Cloud Kicks CEO needs to run reports from the sales team's reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.
How should the consultant meet the requirement?
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A. B. C. D.A
To meet the requirement of providing access control to the reports in the sales team's folder for different users, the recommended approach is to use Salesforce's role hierarchy and folder access settings.
Option A: Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on the folder.
This option is not the best choice because it doesn't allow the CEO's assistant to control access to the reports, and the sales managers require more than just Edit access. Edit access would allow them to modify the reports but not manage access for other users.
Option B: Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.
This option is also not the ideal solution. While the CEO and the CEO's assistant have appropriate access levels, providing the sales managers with the ability to only create reports doesn't fulfill their requirement of changing the reports when necessary. It also doesn't consider the need for access control by the CEO's assistant.
Option C: Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.
This option provides Manage Reports access to the CEO and their subordinates, which includes the CEO's assistant and the sales managers. However, it doesn't address the requirement of the CEO's assistant having control over access to the reports.
Option D: Enable Manage access for the CEO role and subordinates, and Manage access for the CEO's assistant profile.
This option is the most appropriate choice. By enabling Manage access for the CEO role and subordinates, the CEO and all users under the CEO's role in the hierarchy will have full control over the reports, including the ability to modify and manage access. Enabling Manage access for the CEO's assistant profile ensures that they also have control over access to the reports. This option fulfills all the requirements mentioned in the scenario.
Therefore, the correct answer is Option D: Enable Manage access for the CEO role and subordinates, and Manage access for the CEO's assistant profile.