Question

A pharmaceutical company has Private organization-wide defaults for the Case object. The support team is organized by product line, and members of the 'Cardiology Support' team come from three different roles across two divisions. The administrator needs to create a sharing rule that shares all Cardiology-related cases with exactly these individuals, regardless of their role. What should the administrator do to define the set of users who will RECEIVE access in the sharing rule?

Accepted Answer

Create a public group containing the specific Cardiology Support users and use it as the 'share with' target in a criteria-based sharing rule.

Answer

Assign all Cardiology Support users to a single new role and share cases with 'Roles' in the sharing rule.

Answer

Create a permission set granting Read access to Cases and assign it to the Cardiology Support users.

Answer

Change the organization-wide default for Case to Public Read Only so the support team can see the cases.