Salesforce Exam Sharing and Visibility Architect Topic 2 Question 30 Discussion

Actual exam question for Salesforce's Sharing and Visibility Architect exam

Question #: 30
Topic #: 2

[All Sharing and Visibility Architect Questions]

Besides their own team accounts, sales managers at Universal Containers need to have

READ access to all accounts of the same segment in other countries. Role hierarchy was

implemented accordingly (based on countries), but a sales manager in the US is complaining

that he cannot view account records of the same segment in Canad

a. What should be done

to grant access in a proper way?

ACreate an owner-based sharing rule to grant access to account records that have the
same segment to all sales manager roles.

BChange the role hierarchy and put all of the sales managers in the US and Canada in
the same role.

CCreate criteria-based sharing rules to grant access to account records that have the
same segment to all sales manager roles.

DCreate a public group and include all accounts of the same segment and grant access
through a permission set.

EOwner-Based Sharing Rules
An owner-based sharing rule opens access to records owned by certain users. For example, a
company's sales managers need to see opportunities owned by sales managers in a different
region. The U.S. sales manager could give the APAC sales manager access to the opportunities
owned by the U.S. team using owner-based sharing.
https://help.salesforce.com/articleView?id=security_sharing_rule_types.htm&type=5

Show Suggested Answer

Suggested Answer: A

by Sue at Feb 09, 2024, 05:44 AM

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Tammi

1 years ago

Actually, creating a public group and using a permission set could be more efficient.

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Kathrine

1 years ago

I believe creating criteria-based sharing rules might work better.

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Roslyn

1 years ago

But wouldn't changing the role hierarchy be a simpler solution?

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Evette

1 years ago

I think we should create an owner-based sharing rule to grant access.

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Mozelle

1 years ago

Wait, is this a trick question? I bet the real answer is hidden in that 'owner-based sharing' explanation at the end. That's some next-level Salesforce knowledge right there!

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Hyun

12 months ago

C) Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.

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Jeannetta

12 months ago

E) Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a company's sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing.

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Jeannine

1 years ago

A) Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.

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Chandra

1 years ago

Actually, creating a public group and using a permission set could be more efficient.

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Eloisa

1 years ago

I believe creating criteria-based sharing rules might work better.

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Xochitl

1 years ago

Option D sounds like a good idea. Public groups are a nice way to organize and manage access without too much hassle.

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Azalee

1 years ago

Creating owner-based sharing rules could also work well in this situation. It allows for more specific access control based on ownership.

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Amber

1 years ago

Option D sounds like a good idea. Public groups are a nice way to organize and manage access without too much hassle.

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Kerrie

1 years ago

But wouldn't changing the role hierarchy be a simpler solution?

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Amber

1 years ago

Haha, the US manager must be feeling pretty left out. I'd go with option B and put all the sales managers in the same role. Keep it simple, you know?

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Eloisa

1 years ago

I'm leaning towards option A. Owner-based sharing rules might be a bit more flexible and easier to manage in the long run.

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Cora

12 months ago

Let's go with option A then, it seems to be the consensus choice.

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Valentin

12 months ago

I think option A is still the most straightforward solution.

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Carin

1 years ago

That's true, creating criteria-based sharing rules could also work.

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Louann

1 years ago

It could, but it might not be as efficient as using owner-based sharing rules.

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Viki

1 years ago

But wouldn't changing the role hierarchy also solve the issue?

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Dorothy

1 years ago

Owner-based sharing rules do provide flexibility and are easier to manage.

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Wei

1 years ago

I agree, option A seems like the best choice for this situation.

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Dick

1 years ago

Hmm, I think option C is the way to go. Criteria-based sharing rules seem like the most straightforward solution to grant access to the same segment accounts across different countries.

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Paz

1 years ago

I think we should create an owner-based sharing rule to grant access.

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