Salesforce Sharing and Visibility Certification Practice Exam

To control visibility of sensitive invoice data, which two features are relevant in this scenario?

1. Master-Detail Relationship

2. Private Sharing Default for Invoices

3. Invoice Sharing Workflow

4. Lookup Relationship

The correct answer is: Private Sharing Default for Invoices

In the context of controlling visibility for sensitive invoice data, the use of a private sharing default for invoices is particularly relevant. This setting ensures that only the owner of the invoice record has access to view it by default. When applying a private sharing model, access must be explicitly granted to other users, thereby maintaining a higher level of confidentiality and control over who can see this sensitive information. Choosing a private sharing default is a strategic decision to protect sensitive data, ensuring that it is not accessible to unauthorized users unless specific sharing rules or manual sharing settings are applied. This aligns with best practices for data security and compliance, making it a fitting choice for managing sensitive invoice information. The other features listed may play roles in data relationships or workflows but do not directly address the need for restricted visibility. For instance, a master-detail relationship or a lookup relationship primarily defines how records are related and does not inherently control visibility. An invoice sharing workflow could potentially manage how invoices are shared, but it does not provide the foundational level of security that a private sharing model does. Therefore, a private sharing default for invoices stands out as the most direct approach to achieving the objective of protecting sensitive data.