Universal Containers wants its Field Sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The Inside Sales Team needs to see all accounts in Salesforce.
How should an app builder accomplish this?
- Set the Organization-Wide Default to Public for accounts. Create profiles for each Marketing Team, and create an Inside Sales Team role that is at the top of the Role Hierarchy.
- Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team permission set with the "View All" setting for accounts.
- Set the Organization-Wide Default to Private for accounts. Create permission sets for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts.
- Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts.