問題文
Field technicians hold a license that cannot reach the standard sales object. The business wants them to record equipment upgrade opportunities they spot on site, which the sales team then qualifies and works to a close. Which design respects the license boundary while meeting the requirement?
選択肢
- Let the technicians create the record on an object their license does reach, and hand it to sales through a process that creates or updates the sales record, so neither group is given access it cannot be licensed for.
- Move the technicians onto the full license for the two weeks of each month in which upgrade opportunities are usually recorded and move them back afterwards, because license assignment is counted per user per month and the data model then needs no change at all.
- Grant the technicians a permission set for the sales object, since permission sets are not constrained by license, and the opportunities they raise then sit on the same object that the sales team qualifies and works to a close.
- Rebuild the entire sales process on custom objects so that every user in the org works on the same objects regardless of which license they hold, and the sales team gives up the standard qualification and closing behavior in exchange.