Granting Sales Ops Department Access to Salesforce | Suitable Access Method | Universal Containers

Granting Sales Ops Department Access to Salesforce

Question

Universal Containers would like to grant Sales Ops department access to Salesforce.

They need to have access to all data in Salesforce ignoring all sharing.

They do not need to edit anything.

What is the most suitable way to provide access?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: B

The View All permission ignores sharing rules and settings, allowing administrators to grant access to records associated with a given object across the organization.

Other Options are incorrect because creating a new profile will not provide the level of access needed since the Org wide defaults to public read/only will affect everybody and the additional shared rule to the profile will not work.

Reference:

The most suitable way to provide Sales Ops department access to all data in Salesforce, ignoring all sharing, is option B - Create a new profile and grant the "View All" permission.

Here's a detailed explanation of each option:

Option A: Create a new profile and change all Org wide defaults to public read/only This option is not the most suitable because it is too broad and would provide access to all users in the organization. By changing all Org wide defaults to public read-only, every user in the organization would have read-only access to all data in Salesforce. This would not meet the requirement of providing access only to the Sales Ops department.

Option B: Create a new profile and grant the View All permission This option is the most suitable because it allows the Sales Ops department to have access to all data in Salesforce without having to worry about sharing rules. The View All permission overrides all sharing settings and grants access to all data in Salesforce. Since Sales Ops department does not need to edit anything, this option fulfills the requirement.

Option C: Add Sales Ops users to the standard profile, Read Only This option is not the most suitable because it does not fulfill the requirement of granting access to all data in Salesforce. Read-only access is limited by sharing settings, and if Sales Ops department needs access to data that they do not own or that is not shared with them, they will not be able to access it.

Option D: Create a new profile and additional sharing rule to grant access to all Sales Ops users This option is not the most suitable because it involves creating a new profile and a sharing rule, which adds complexity to the setup. Additionally, since the Sales Ops department needs access to all data in Salesforce, ignoring all sharing, a sharing rule would not be necessary. The View All permission would be sufficient to provide access to all data in Salesforce.