Question

Universal Containers is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local dealers service Containers sold locally. They recently opened two dealerships in California: NorthCal and SoCal. Universal Containers implemented a new partner community to enable their dealers. Each dealership has a dealer Manager who has all service agents report into them. Assuming a private sharing model, what is the best option to enable dealer managers to have visibility to customer cases within their dealership and not across all dealerships?

Accepted Answer

No changes are needed to the sharing and visibility model to implement this requirement.

Answer

Create sharing groups that share all cases to all agents under the Dealer manager.

Answer

Create a batch job that creates sharing rules as needed, based on the cases created.

Answer

Build a trigger that create manual sharing of cases as needed whenever a new case is created.​

Universal Containers is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local…

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