Salesforce Sharing and Visibility Certification Practice Exam

What approach should a manager at Ursa Major Solar use to validate sharing and visibility changes?

1. Use Administrative and User reports to view the Active Users.

2. Use the Login As feature for a sample user in each role and profile.

3. Use Field Audit Trail to audit the field meta-data and visibility.

4. Use the Sharing button to test Profile and Permission set changes.

The correct answer is: Use the Login As feature for a sample user in each role and profile.

The approach of using the Login As feature for a sample user in each role and profile is particularly effective for validating sharing and visibility changes because it allows the manager to directly experience the Salesforce interface from the perspective of different users. By logging in as specific users, the manager can quickly ascertain what data the users can see and access, ensuring that the changes made to roles, profiles, and permissions are functioning as intended. This method provides a real-time and practical way to test the effectiveness of the sharing model, revealing any issues or gaps in visibility that might not be apparent through reports or theoretical assessments. It helps to identify any unintended consequences of changes and confirm that users have the correct access to records based on their assigned roles and profiles. The other options—while they may provide useful information—do not deliver the same level of insight. For example, viewing Active Users reports does not show data visibility; it only shows user activity. Checking field meta-data with Field Audit Trail focuses more on the configuration of fields rather than their sharing settings. Testing through the Sharing button relates more closely to sharing rules rather than a comprehensive view of access permissions across different users. Therefore, the Login As feature is a best practice for validating user access effectively.