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CRT-101 · Question #187

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 D. Owner based sharing. Owner-based sharing rules share records with another group or role based on who owns those records, making it the correct tool to share records owned by Sales Team A's role with Sales Team B's role.

Configuration and Setup

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

  • AHierarchical sharing
  • BUse Manual sharing
  • CCriteria based sharing
  • DOwner based sharing

How the community answered

(15 responses)
  • C
    7% (1)
  • D
    93% (14)

Why each option

Owner-based sharing rules share records with another group or role based on who owns those records, making it the correct tool to share records owned by Sales Team A's role with Sales Team B's role.

AHierarchical sharing

Hierarchical sharing grants access to records up the role hierarchy to managers, not laterally to peer roles at the same hierarchy level.

BUse Manual sharing

Manual sharing requires individual users to share records one at a time and is not a scalable solution for sharing an entire team's records.

CCriteria based sharing

Criteria-based sharing rules share records based on field values on the record itself, not based on record ownership by a specific team.

DOwner based sharingCorrect

Owner-based sharing rules allow an administrator to define that records owned by members of a specific role, territory, or public group are automatically shared with another role or group. In this scenario, a rule can be created to share records owned by the Sales Team A role with the Sales Team B role, giving cross-team access without changing the org-wide defaults.

Concept tested: Owner-based sharing rules across peer roles

Source: https://help.salesforce.com/s/articleView?id=sf.security_about_sharing_rules.htm

Topics

#Sharing Rules#Data Security#Owner-based Sharing#Role Hierarchy

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