Which action should a consultant take to meet the requirement?

Access to Opportunities at Cloud Kicks should be restricted.

Sales users should only have access to two categories of Opportunities:

* Opportunities they own

* Opportunities that are tied to accounts they own

Which action should a consultant take to meet the requirement?
A . Set organization-wide defaults for Accounts and Opportunities to Private.
B . Set organization-wide defaults for Accounts and Opportunities to Public Read- Only.
C . Set Opportunity access on the role to View All Opportunities associated with the owner’s accounts.

Answer: C

Explanation:

To restrict access to opportunities such that sales users can only access:

Opportunities they own

Opportunities tied to accounts they own

The consultant should set the Opportunity access on the role hierarchy to "View All Opportunities associated with the accounts they own."

Key Points:

Organization-Wide Defaults (OWD): Setting OWD for Accounts and Opportunities to Private ensures that users cannot access records they don’t own unless granted through sharing rules or role hierarchy.

Role Hierarchy Settings: Adjusting the role hierarchy allows users to access opportunities associated with accounts they own, even if they don’t own the opportunity records themselves. Opportunity Access on Roles:

Navigate to Setup > Roles.

Edit the relevant sales roles.

In the "Opportunity Access" section, select "Users in this role can view all opportunities associated with accounts they own."

Controlled Access: This configuration ensures that users see only the opportunities they own and those tied to their accounts, aligning with the requirement.

Salesforce Sales Cloud

Reference: Role Hierarchy and Sharing Settings: Set Your Organization-Wide Sharing Defaults

Opportunity Access via Roles:

Define Access to Opportunities

Grant Access Using Hierarchies: Roles and Internal Access Why Options A and B are Incorrect:

Option A: While setting OWD to Private is necessary, it doesn’t by itself grant access to opportunities tied to accounts the user owns.

Option B: Setting OWD to Public Read-Only would allow users to see all accounts and opportunities, which contradicts the requirement to restrict access.

By setting Opportunity access on the role to view all opportunities associated with the owner’s accounts, Cloud Kicks ensures that sales users have appropriate access, fulfilling the specified access requirements.