Salesforce Sharing and Visibility Certification Practice Exam

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To view associated Activities, what minimum sharing access is required for support users?

  1. Public Read/Write access to Accounts/Contacts

  2. Private access to Accounts/Contacts

  3. No access to Accounts/Contacts

  4. Public Read Only access to Accounts/Contacts

The correct answer is: Public Read Only access to Accounts/Contacts

To view associated Activities in Salesforce, users must have at least Public Read Only access to the related Accounts and Contacts. This level of access ensures that users can see the records they need to interact with or log activities against. When sharing settings are set to Public Read Only, users can view the associated records but cannot make any changes or updates to them. This access level is crucial for support users who need to reference customer information to provide assistance while ensuring data integrity and security. In scenarios where users have less restrictive access, such as Public Read/Write access, they have more permissions than necessary for the specific requirement of simply viewing activities. Conversely, having Private access or no access to Accounts/Contacts would completely restrict their visibility, preventing them from seeing the Activities linked to those records, which is essential for supporting customers efficiently. Thus, Public Read Only access strikes the right balance, granting essential visibility without enabling excessive edits or alterations to the data.