Salesforce Sharing and Visibility Certification Practice Exam

How should the Architect design a solution to ensure the sales team can see contacts when the organization-wide default sharing setting for Accounts is Private?

1. Have the integration create both contacts and their corresponding accounts; use an Account sharing rule.

2. Have the integration create only contacts with a default Account that they can all access.

3. Create a public group that contains all sales reps to share access to the contacts.

4. Use a Lightning app to create a custom view of the contacts accessible to the sales team.

The correct answer is: Have the integration create both contacts and their corresponding accounts; use an Account sharing rule.

To ensure that the sales team can see contacts while the organization-wide default sharing setting for Accounts is set to Private, the best approach is to have the integration create both contacts and their corresponding accounts, and then use an Account sharing rule. This strategy addresses the core issue of visibility and access control in Salesforce. When the organization-wide default for Accounts is Private, users can only see and interact with accounts they own or those that are explicitly shared with them. By ensuring that both contacts and their associated accounts are created together, each contact becomes linked to an account that can be shared according to the established sharing rules. Implementing an Account sharing rule allows for broader visibility, enabling the sales team to access relevant contacts tied to the accounts that they need to work with. This method not only maintains the integrity of the data model but also adheres to Salesforce security and sharing principles. It also allows for more defined control over who can view and edit account records and the related contacts, which is critical for maintaining appropriate data access levels within the organization. The other options do not effectively achieve this goal. For example, creating only contacts without the corresponding accounts would lead to a disconnect, as users would not be able to access the accounts to which those contacts belong. While forming