Sharing Configuration for Cloud Kicks Sales Team Folder | Salesforce Exam

Share Configuration for Cloud Kicks Sales Team Folder

Question

The Cloud Kicks Sales Team folder needs to be shared with the following:

• The CEO role, so that view access is granted

• The CEO's assistant, so that view, share, save, rename, and delete are granted

• The Sales Manager for each region, so that view and save are granted

How should the consultant configure sharing?

Answers

Explanations

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A. B. C. D.

A

To configure the sharing settings for the Cloud Kicks Sales Team folder as described in the question, you would choose option C: Set the CEO role to View All, the CEO's assistant user to Modify All, and the Sales Manager public group to Create.

Here's a detailed explanation for each part of the answer:

  1. Set the CEO role to View All: By setting the CEO role to "View All," the CEO will have view access to the Cloud Kicks Sales Team folder. This means the CEO can see the contents of the folder but cannot modify or delete any items within it. This level of access is appropriate for the CEO who needs visibility into the folder but doesn't require editing privileges.

  2. Set the CEO's assistant user to Modify All: The CEO's assistant needs more permissions compared to the CEO. By setting the CEO's assistant user to "Modify All," they will have additional privileges beyond the CEO's access. This includes view access, as well as the ability to share, save, rename, and delete items within the Cloud Kicks Sales Team folder. The "Modify All" permission grants the assistant full control over the folder.

  3. Set the Sales Manager public group to Create: The question mentions Sales Managers for each region. To grant appropriate access to these Sales Managers, you would configure a Sales Manager public group and set their access to "Create." This means the Sales Managers will have view access to the Cloud Kicks Sales Team folder, allowing them to see its contents. Additionally, they will have the ability to create new items within the folder but won't be able to modify or delete existing items. This level of access ensures that Sales Managers can contribute to the folder by adding new materials or reports without impacting the existing content.

Option C provides the necessary access levels for each user or role, meeting the specific requirements outlined in the question. The CEO has view access, the CEO's assistant has more extensive permissions, and the Sales Managers can view and create new items within the folder.