Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.
I remember practicing something similar where we had to restrict access based on ownership. Option C might be the right approach, but I'm not confident about the permission settings.
I think the Apex Managed Sharing approach sounds promising. That way, we can dynamically control access based on the agent's manager, without relying on record ownership or sharing rules. I'll need to research the details, but that's the direction I'm leaning.
I'm a bit confused on the best way to handle this. Should we use a sharing rule, record ownership, or some combination? I want to make sure I understand the nuances before deciding.
Okay, let me think this through step-by-step. The agent shouldn't see the case, but the manager should. A sharing rule or Apex Managed Sharing could work, but I'll need to consider the implications of each approach.
Hmm, the key seems to be ensuring the agent can't see the case, but the manager can. I'm not sure if a sharing rule or record ownership would be the best approach here.
This looks like a classic security and access control problem. I think I'll start by considering the different user profiles and their required access levels.
C) Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record.
B) Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank.
Hmm, option C is a bit sneaky, but I guess it gets the job done. Although, I'd be a bit worried about the agent finding out some other way and feeling betrayed.
Option A with Apex Managed Sharing sounds a bit more complex, but it could provide more fine-grained control if needed. As long as it's implemented correctly, it could be a good solution.
I like how option C uses the role hierarchy to control access. Removing CRED permissions on the case is a clever way to prevent the agent from seeing the complaint.
Option B seems like the most straightforward way to handle this. Sharing the case with the manager when the Assigned Agent field is not blank is a clear and appropriate solution.
I see both points, but I think option B is the most efficient. Sharing the case based on criteria to the Role Manager and above seems like a straightforward solution.
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