What should be done to ensure that sales users cannot access cases - ProProfs Discuss
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What should be done to ensure that sales users cannot access cases owned bymarketing users?



A. Create a permission set for marketing users and set case access to private
B. Create a new public group for sales users and set case access to private
C. Create sharing rules for marketing and sales users, and set case access toprivate
D. Create a permission set for marketing and sales users

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Asked by Kishor_kumar, Last updated: Feb 23, 2020

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2 Answers

O. Bickis

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O. Bickis, Corporate employee, MBA, Stockton

Answered Jan 28, 2019

In Salesforce, there are two different types of users that may need information from each other. They are the sales users and the marketing users. The sales users use records in the Salesforce from their company in order to produce more sales. The marketing users use different records that they keep to help the sales too.

However, there will be times when the sales users should not have access to the cases owned by the marketing users. The company must set up their Salesforce so that they don’t have access to records or cases that do not belong to them. They should create sharing rules for both marketing and sales users and then set the case access to private. This will make sure there aren’t any problems.

 

kishor_kumar

Kishor_kumar

Answered Oct 17, 2017

Create sharing rules for marketing and sales users, and set case access to private
 

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