A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances.
What is the recommended solution to grant the customer service agent access to the field?
- Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security.
- Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent.
- Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent.
- Update the custom field’s Field Level Security in setup to allow the agent read-only access to the field.