How should a consultant solve this requirement with minimal customization?

A customer has a requirement to allow the operations team to ider quote records in order to perform “create and submit order” action only when the corresponding opportunity has reached a specific status calles “closed won”. Sales users will remain as the cord owners of quotes and order for reporting purpose. The organization wide default setting for quote and order object is private.

How should a consultant solve this requirement with minimal customization?
A . configure role hierarchy, such that the operations team is higher than the sales users in the same hierarchy group
B . share order records programmatically using apex whenever opportunity status is “closed won”
C . sales users will use manual sharing in order to share order records once opportunity status is “closed won”
D . configure a criteria-based sharing rule to share order records once opportunity status is “closed won”

View Answer

Answer: D

Explanation:

To allow the operations team to access quote records and perform the “create and submit order” action only when the corresponding opportunity status is “Closed Won”, while maintaining the organization-wide default setting for quote and order objects as private, a criteria-based sharing rule should be configured. This sharing rule can be set up to share order records with the operations team based on the specific criteria of the opportunity status reaching “Closed Won”, thus fulfilling the requirement with minimal customization.

Reference: Salesforce Sharing Rules documentation:

https://help.salesforce.com/articleView?id=security_sharing_rules_create.htm

Salesforce Opportunity Management guide:

https://trailhead.salesforce.com/en/content/learn/modules/opportunity-management