Allowing Collaborative Access to Accounts, Contacts, Contracts, Opportunities, and Cases for US, Asia, and EMEA Sales Reps.

B.

In order to allow collaborative access to accounts, contacts, contracts, opportunities, and cases of a US Sales rep, an Asia sales rep, and an EMEA sales rep, there are different ways to achieve this in Salesforce Lightning Experience. Let's discuss each option in detail:

A. Creating three sharing rules: Sharing rules allow you to grant access to records to certain users or groups based on specific criteria. In this case, you can create three sharing rules, each one for a specific region, and specify the criteria that should be met for each rule. For example, you can create a sharing rule for the US Sales Rep that grants access to all accounts, contacts, contracts, opportunities, and cases with a billing address in the US region. Similarly, you can create sharing rules for the Asia and EMEA sales reps based on the criteria that is relevant for their respective regions. However, creating multiple sharing rules can lead to complexity and maintenance overhead.

B. Creating a public group with all three Sales Reps: A public group is a group of users who share a common trait, such as job function or location, and can be used to grant access to records. In this case, you can create a public group that includes all three Sales Reps, and grant the group access to the required records. This way, any member of the group will have access to the records, and collaboration can take place easily. However, if you have a large number of users in the group, it may become difficult to manage and maintain.

C. Changing the Org wide defaults: The Org wide defaults define the default level of access for all records in your organization. By changing the Org wide defaults for accounts, contacts, contracts, opportunities, and cases, you can grant access to the required records to all three Sales Reps. However, this option may not be suitable if you need to restrict access to certain records based on certain criteria.

In summary, all three options can be used to allow collaborative access to accounts, contacts, contracts, opportunities, and cases of a US Sales rep, an Asia sales rep, and an EMEA sales rep. The choice of option depends on the specific requirements of your organization and the level of control and granularity you need to maintain.