Salesforce Sharing and Visibility Certification Practice Exam

How can an architect enable automatic sharing of account records to users at field offices when accounts are set to private?

1. Use Manual Sharing

2. Use Criteria-Based Sharing

3. Use Account Teams

4. Use Programmatic Sharing

The correct answer is: Use Programmatic Sharing

Enabling automatic sharing of account records to users at field offices when accounts are set to private can effectively be achieved through programmatic sharing. This approach involves automating the sharing process using Apex code or declarative features like Flow, which allows for the creation of sharing rules based on specific criteria. By employing programmatic methods, it becomes feasible to set conditions dynamically, thereby ensuring that users at field offices can gain access to account records without requiring manual intervention. This method is particularly advantageous when the organization has complex sharing requirements that cannot be satisfied through standard sharing methods or when sharing decisions must be made based on intricate business logic, such as user location or account status. Programmatic sharing provides a flexible and robust solution for maintaining data security while facilitating appropriate access, in this case, to users who need to view account records in their field locations even when the default sharing setting is private. In contrast, manual sharing would require individual records to be shared on a case-by-case basis, which is impractical for a scenario needing automatic sharing. Criteria-based sharing also has limitations and wouldn't typically allow for the automatic sharing of records without pre-defined criteria linked directly to the user or records in a flexible or dynamic manner. Account Teams focus on collaboration but do not inherently solve the problem