Which two approaches should a consultant recommend for sharing client assessments in Nonprofit Cloud Case Management?

The correct approach for sharing client assessments in Nonprofit Cloud Case Management is to create Sharing Rules for Assessments and Client Notes with a public group. This method facilitates a structured and scalable way to manage access to sensitive information, ensuring that all members of the public group can access the necessary assessments and notes without inconsistencies.

By creating sharing rules, you can define the specific criteria under which records are shared, allowing for flexibility based on the needs of your organization. Public groups serve as an effective way to gather users who require access to similar records, simplifying the management of permissions and reducing administrative overhead.

This approach is ideal for ensuring that all relevant staff have the appropriate views to foster collaboration and continuity of care for clients. It also adheres to best practices in data sharing and security within Salesforce, which is essential in nonprofit environments handling sensitive client information.