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Question 276 - Certified Sales Cloud Consultant discussion

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A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account Is Private.

What happens if a sales rep has access to a parent account?

A.
Access to child account records needs to be shared manually.
Answers
A.
Access to child account records needs to be shared manually.
B.
Access to child account records Is granted via the Account Hierarchy.
Answers
B.
Access to child account records Is granted via the Account Hierarchy.
C.
Access to child account records is controlled by default Account Teams.
Answers
C.
Access to child account records is controlled by default Account Teams.
Suggested answer: A

Explanation:

In Salesforce, when the organization-wide default (OWD) setting for Account is Private, access to child account records does not automatically inherit from parent account access. Therefore, if a sales rep has access to a parent account, they do not automatically get access to the child accounts. Access to child account records needs to be shared manually through sharing rules, role hierarchy, or manually sharing the records.

Understanding Sharing Settings

Account Hierarchies and Sharing

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asked 23/09/2024
Jose Ortuondo Arambalza
42 questions
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