Question

Universal finance has segmented its customer base into two categories: high wealth and retirement. high wealth accounts should be visible to high wealth sales team members only. retirement accounts should be visible to all sales users. how can a system administrator meet this requirement?

Answer 1

In the scenario in which the segmentation of the customer base is in two categories: high wealth and retirement. A system administrator can make the differentiation high wealth accounts to be visible to high wealth sales team members and retirement accounts should be visible to all sales user, by setting the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users.