Ursa Major Solarは、クロスセリングの機会タイプとの取引の減少に気づいており、 すべてのクロスセルの機会を、組織内の対象分野の専門家のチームと共有します。The 会社にはさまざまな役割があり、組織全体のデフォルトの機会はプライベートに設定されています。 管理者はこれをどのように達成する必要がありますか?
正解:A
A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type. Reference: https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm&type=5