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 a…

Question

Options

• ACriteria-based sharing
• BOwner-based sharing
• CHierarchical sharing
• DManual sharing

• A
  11% (4)
• B
  78% (28)
• C
  3% (1)
• D
  8% (3)

Explanation

Owner-based sharing (criteria-based sharing rules that target a specific owner group) is correct because it lets an admin automatically share all records owned by members of Sales Team A's role with Sales Team B's role - this is precisely what "owner-based sharing rules" are designed for in Salesforce.

• A (Criteria-based sharing) is wrong because criteria-based rules share records based on field values on the record (e.g., "Region = West"), not based on who owns the record.
• C (Hierarchical sharing) is wrong because role hierarchy sharing flows upward - managers see subordinates' records automatically - but it doesn't share laterally between sibling roles like Team A and Team B.
• D (Manual sharing) is wrong because it's a one-off, record-by-record action performed by users or admins, not a scalable automated solution for an entire team's records.

Memory tip: Think "Owner-based = share by WHO owns it, Criteria-based = share by WHAT's on it." When the question involves sharing all records belonging to one team/role with another, the trigger word "owned by" points straight to owner-based sharing rules.

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