The Hackney Sales Team in London is in chaos. Reps from Camden and Islington are somehow able to view and edit Hackneyās Opportunities ā even though these deals are highly sensitive.
But hereās the twist: Hackneyās team also collaborates with the Legal Team on deals above Ā£100,000, and Legal needs read-only access to those high-value Opportunities ā but nothing else.
Even worse, Hackneyās Manager runs reports and sees Opportunities from all teams ā making it impossible to track Hackneyās true pipeline.
Youāve just been hired as the Salesforce Admin to untangle this mess. The business wants:
ā
Hackney Reps can only see and edit Hackneyās Opportunities.
ā
Hackney Manager sees all Hackney records, but nothing from Camden or Islington.
ā
Legal can see only Hackneyās Opportunities worth more than Ā£100,000 ā and read-only.
ā
No impact on Camden or Islington teamsā visibility into their own records.
š§ How would you fix this? Be specific. Which features would you configure and why?
Drop your solution in the comments below š
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