ADM-201 · Question #285
Universal Containers has two sales teams, sales team A and sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How should the…
The correct answer is C. Owner-based sharing. To share records owned by one sales team with another when both are in separate branches under the same manager, owner-based sharing rules should be used.
Question
Universal Containers has two sales teams, sales team A and sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How should the administrator share records owned by sales team A with sales team B?
Options
- ACriteria-based sharing
- BUse manual sharing
- COwner-based sharing
- DHierarchical sharing
How the community answered
(33 responses)- A3% (1)
- B3% (1)
- C85% (28)
- D9% (3)
Why each option
To share records owned by one sales team with another when both are in separate branches under the same manager, owner-based sharing rules should be used.
Criteria-based sharing rules would grant access based on specific field values of the record, not primarily based on who owns the record, which is the core requirement here.
Manual sharing allows sharing individual records with specific users, roles, or public groups, but it is not scalable or efficient for sharing all records between two entire sales teams.
Owner-based sharing rules allow an administrator to define sharing access based on the record owner's role, public group, or territory. By creating a sharing rule that grants access to records owned by users in Sales Team A's role to users in Sales Team B's role, the requirement is efficiently met without manual intervention for each record.
Hierarchical sharing automatically extends access up the role hierarchy, meaning managers see their subordinates' records, but it does not extend access across peer roles like Sales Team A and Sales Team B.
Concept tested: Owner-based sharing rules
Source: https://help.salesforce.com/s/articleView?id=sf.sharing_rules_owner_based.htm&type=5
Topics
Community Discussion
No community discussion yet for this question.