How can a sales director gain full access to all records of their sales representatives in a private sharing model?

How can a sales director gain full access to all records of their sales representatives in a private sharing model?

• A. Place the US sales director in a queue with the US sales representatives
• B. Define a role hierarchy where the US sales representatives roll up to the US sales director
• C. Give the sales director read/edit permissions on each account
• D. Define a role hierarchy where the US sales director rolls up to the CEO

Answer: (B)

A sales director needs to have full access to all records of their sales representatives, which is essential for effective management and oversight within a private sharing model. In a private sharing model, users only access records they own or are explicitly shared with them, so establishing a suitable role hierarchy is key. Defining a role hierarchy where the US sales representatives roll up to the US sales director creates a natural structure within the organization where the director inherits access to all records owned by their direct reports. This hierarchical setup allows the sales director to view, report, and manage all related accounts and opportunities linked to the representatives, thus improving visibility and control over the sales process. This structured approach contrasts with merely placing the director in a queue or giving edit permissions on each individual account, as these solutions do not effectively grant access across all records and may lead to administrative inefficiencies. The role hierarchy not only streamlines access but also aligns with best practices in data management within Salesforce, making it the most sound choice for achieving the desired access.

A sales director needs to have full access to all records of their sales representatives, which is essential for effective management and oversight within a private sharing model. In a private sharing model, users only access records they own or are explicitly shared with them, so establishing a suitable role hierarchy is key.

Defining a role hierarchy where the US sales representatives roll up to the US sales director creates a natural structure within the organization where the director inherits access to all records owned by their direct reports. This hierarchical setup allows the sales director to view, report, and manage all related accounts and opportunities linked to the representatives, thus improving visibility and control over the sales process.

This structured approach contrasts with merely placing the director in a queue or giving edit permissions on each individual account, as these solutions do not effectively grant access across all records and may lead to administrative inefficiencies. The role hierarchy not only streamlines access but also aligns with best practices in data management within Salesforce, making it the most sound choice for achieving the desired access.