Question

At Northern Trail Outfitters, the Custom object 'Project__c' has an organization-wide default of Private. Maria, a Regional Manager, sits above three Project Coordinators in the role hierarchy and needs to view and edit all the projects owned by those coordinators. No sharing rules currently exist for Project__c. What is the simplest configuration change to give Maria the access she needs?

Accepted Answer

Verify that 'Grant Access Using Hierarchies' is enabled for Project__c, which allows Maria to access records owned by users below her in the role hierarchy.

Answer

Change the organization-wide default for Project__c to Public Read/Write.

Answer

Create a permission set granting Maria 'View All' and 'Modify All' on Project__c.

Answer

Create an owner-based sharing rule sharing each coordinator's projects with Maria's public group.