Sales Ops administrator created an opportunity list view and she wants to share it with one of the sales managers, but she is not able to see an option on how to share this list view.
How can Salesforce admin resolve this issue?
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A. B. C. D.Correct Answer: D
As a Salesforce admin or a user, with the Manage Public List View permission, you can hide the list view, so only you can see it.
Open the list view.
Select Visible to certain groups of users.
Choose the type of group or role from the dropdown list, select the group or role from the list, then click Add.
Enterprise, Unlimited, Performance, and Developer Edition users can give access to a public group or role, including all users below that role.List views are visible to your community users with Customer Community Plus, Partner Community, Lightning Platform Starter, and Lightning Platform Plus licenses, if Visible to all users setting is enabled for views of objects in community user profiles.
To make list views visible only to your Salesforce users, select Visible to certain groups of users.
Then share the view with the All Internal Users group or a selected set of internal groups and roles.
Option A is incorrect because create and customize view permission will allow you to edit list views only and it doesn't have give the permission to share it
Option B is incorrect because private view permission doesn't exist.
Option C is incorrect because the permissions on an object are different than list view permissions.
Reference:
The issue here is that the Sales Ops administrator is unable to share a list view with a sales manager. To resolve this issue, the Salesforce admin needs to understand the underlying permissions and settings related to list views.
Option A: Salesforce admin needs to make sure that the Sales Ops profile has created and customize list view permission This option is relevant because the Sales Ops administrator is the one who created the list view. If the Sales Ops profile does not have the "Create and Customize List Views" permission, then the administrator will not be able to create or modify any list views. However, this permission does not impact the ability to share list views with other users.
Option B: Salesforce admin needs to make sure that private view permission set is assigned to Sales Ops This option is not relevant to the issue at hand. Private view permission sets control the visibility of records based on their ownership or role hierarchy. This does not affect the ability to share list views with other users.
Option C: Salesforce admin needs to make sure that the Sales Ops has read and write permissions on the account object This option is also not directly relevant to the issue. Read and write permissions on the account object allow Sales Ops to view and edit account records. However, this does not impact the ability to share list views with other users.
Option D: Salesforce admin needs to make sure that the Sales Ops admin has managed public list views permission. This option is the most likely solution to the problem. The "Manage Public List Views" permission allows a user to create, edit, and delete public list views. If Sales Ops does not have this permission, they will not be able to share their list view with other users.
To verify this, the Salesforce admin can go to the Sales Ops profile and check if the "Manage Public List Views" permission is enabled. If not, they can enable it or create a permission set with this permission and assign it to Sales Ops.
In summary, Option D - Salesforce admin needs to make sure that the Sales Ops admin has managed public list views permission - is the most relevant option to resolve the issue of Sales Ops administrator not being able to share a list view with a sales manager.