At Universal Containers, Accounts and Contacts are normally visible to all employees, and Proposals (custom object) are visible to the Account owner and managers. However, some Proposals are considered confidential and are managed by a Strategic Proposals team. These Proposals should not be visible to anyone in the Sales group other than the owner and the strategic team.
How should the architect design for this requirement?
To meet the requirement that some Proposals are confidential and should not be visible to anyone in the Sales group other than the owner and the strategic team, you should disable Grant Access Using Hierarchies to ensure that the visibility is not automatically inherited by the role hierarchy. Then, set an Owner-Based Sharing rule for the Strategic Deals team which allows for a more controlled sharing based on ownership without affecting the general visibility for non-confidential Proposals.
For C : agreed to 2nd part for criterion based to identify "some" proposals we need criterion based sharing rules. But If we disable grant access using role hierarchy, how would it cater to the requirement which says "proposals are accesible to Account owners AND THIER MANAGERS"?
WIll be B
The closest response is C for me. It's right but it's incomplete as all manager will lose visibility on Proposals.
Should it be D, as it needs to be combined with an owner-based?