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Question 223 - Certified Sharing and Visibility Architect discussion

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Besides their own team accounts, sales managers at Universal Containers need to have READ access to all accounts of the same segment in other countries. Role hierarchy was implemented accordingly (based on countries), but a sales manager in the US is complaining that he cannot view account records of the same segment in Canada. What should be done to grant access in a proper way?

A.
Change the role hierarchy and put all of the sales managers in the US and Canada in the same role.
Answers
A.
Change the role hierarchy and put all of the sales managers in the US and Canada in the same role.
B.
Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
Answers
B.
Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
C.
Create a public group and include all accounts of the same segment and grant access through a permission set.
Answers
C.
Create a public group and include all accounts of the same segment and grant access through a permission set.
D.
Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
Answers
D.
Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
Suggested answer: D

Explanation:

Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a company's sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing. https://help.salesforce.com/articleView?id=security_sharing_rule_types.htm&type=5


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asked 23/09/2024
German Lopez
40 questions
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