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?
- Proposal Owner set to the Strategic Deals TeamQueue and set the Account relationship to Master-Detail.
- Disable Grant Access Using Hierarchies and set an Owner-Based Sharing rule for Strategic Deals team.
- Proposal Owner set to the Strategic Deals Team Queue and create an owner-based sharing ruleto grant visibility to the Account owner
- Disable Grant Access Using Hierarchies and set a Criteria-Based Sharing rule for Strategic Deals team.
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