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.
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.
Julian
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