Salesforce Certified Nonprofit Cloud Consultant (NP-Con-102) Exam - Topic 3 Question 51 Discussion
A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client; and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client.Which two approaches should a consultant recommend to meet the requirement?Choose 2 answers
A) Create Sharing Rules for Assessments, Client Notes, and Client Alerts that share these with the public group. and C) Create a permission set that grants Read/Write access to Assessments, Client Notes, and Client Alerts objects.
B) Create a Public Group of staff that need access to this information.
D) Create a Private Group of staff that need access to this information.
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