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Salesforce

ADM-201 · Question #78

Universal Containers uses a private sharing model. Account management is accomplished using teams and Accounts are owned by the sales rep. The rep reports to the regional director who then reports…

The correct answer is A. Accounts they and their subordinates own. With a private sharing model and a role hierarchy, the "my team's account" filter will show accounts owned by the regional director and all accounts owned by their subordinates in the role hierarchy.

Submitted by certguy· Apr 18, 2026Data and Analytics Management

Question

Universal Containers uses a private sharing model. Account management is accomplished using teams and Accounts are owned by the sales rep. The rep reports to the regional director who then reports to the VP of sales. When the regional director runs reports, what records would they see with the my team's account filter?

Options

  • AAccounts they and their subordinates own.
  • BAccounts that they are on the account team.
  • CAccounts their subordinates own.
  • DAccounts their subordinates can access.

How the community answered

(52 responses)
  • A
    90% (47)
  • B
    6% (3)
  • C
    2% (1)
  • D
    2% (1)

Why each option

With a private sharing model and a role hierarchy, the "my team's account" filter will show accounts owned by the regional director and all accounts owned by their subordinates in the role hierarchy.

AAccounts they and their subordinates own.Correct

In Salesforce, "My team's" reports utilize the role hierarchy, granting access to records owned by the user running the report and all users below them in the hierarchy, regardless of specific account team assignments. This means the regional director will see accounts they own and those owned by their direct and indirect reports.

BAccounts that they are on the account team.

While account teams provide specific access, the "my team's account" filter is based on the role hierarchy and ownership, not just being on an account team.

CAccounts their subordinates own.

This option is incomplete; it only includes subordinates' accounts, omitting the regional director's own accounts.

DAccounts their subordinates can access.

While subordinates might access accounts through various means, the "my team's" filter specifically refers to records owned by the user and their hierarchical subordinates, not all accounts they can simply access.

Concept tested: Role hierarchy and reporting filters ("My Team's")

Source: https://help.salesforce.com/s/articleView?id=sf.security_report_filters.htm&type=5

Topics

#Reporting#Report Filters#Role Hierarchy#Record Ownership

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