Salesforce Sharing and Visibility Certification Practice Exam

In terms of sharing invoice data, why is a Lookup relationship more suitable than a Master-Detail relationship?

1. Allows for record ownership management

2. Enables more complex data relationships

3. Supports more extensive attribute sharing

4. Ensures automatic cascading deletion

The correct answer is: Allows for record ownership management

A Lookup relationship is more suitable than a Master-Detail relationship for sharing invoice data primarily because it allows for independent record ownership management. In a Lookup relationship, each record can be owned by a different user, which means that permissions and sharing settings can be managed separately for invoices based on the individual record owners. This flexibility is essential in contexts where data sharing needs to be tailored to different users without enforcing strict parent-child ownership structures. In contrast, a Master-Detail relationship enforces a tighter coupling between the parent and child records, meaning the child record inherits the sharing and security settings of the parent. This can limit the ability to manage individual records based on ownership and can complicate scenarios where diverse sharing requirements exist for records like invoices, which might need to be accessed by various users independently. While record ownership management is one of the key reasons for favoring a Lookup relationship in this scenario, it also indirectly supports the complexity of managing permissions, as users can also have access to records through sharing rules and roles without being tied to a specific parent record owner. This autonomous management of ownership is crucial for organizations that require specific access controls for financial data like invoices.