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Aloha - I'm hoping to gather some helpful suggestions on Step 2. of the Security Specialist Superbadge and was not able to successfully complete it.  

 

These are the instructions: 

Set record-level security settings

Configure other Salesforce settings related to record-level security to meet the business requirements. Create a user, Samantha Cordero, and assign her the Field Sales User profile and the Field Sales role. Create an opportunity owned by Samantha with the stage name 'Needs Analysis'. Create a Closed Won opportunity owned by Samantha, with the type of 'Existing Customer - Upgrade'.

 

The error message that I've received based on what I've tried so far shows:

 

"Challenge Not yet complete... here's what's wrong:

The sharing rule that shares 'Closed Won' Opportunities with Project Management users does not appear to be setup correctly."

 

This is what I've tried so far with these instructions: 

Setup -> Security -> Sharing Settings -> Manage Sharing Settings for: Opportunity -> Opportunity Sharing Rule 

Step 1: Rule Name: Project Managers

Step 2: Rule Type: Based on Criteria

Step 3: Records to be shared:  

Criteria field: type - equals to - existing customer - upgrade AND

Criteria field: stage - equals to - closed won 

Step 4: Users share with: Public Groups - Project Managers

Step 5: Opportunity Access: Read Only.

 

Any helpful feedback would be wonderful and could potentially save me from countless number of hours spinning my wheel trying to figure out how to set this up correctly.

 

Mahalo - Sue 

3 comments
  1. Mar 26, 2022, 10:35 PM

    @Alexia Rosari Wondering if you're still around to help me out as well. I am trying to run the apex step but nothing is appearing under "select tests". In hindsight I'm thinking it's because I didn't set the sharing permissions right. I did create both opportunities owned by Samantha, but when I go to create the sharing settings, the "Existing Customer - Upgrade" option is not available. Any ideas what I did wrong?

     

    Thank you!

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