Salesforce Sharing and Visibility Certification Practice Exam

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What happens when a sharing rule is applied in a Salesforce org?

  1. It grants additional permissions above the organization-wide default settings.

  2. It completely overrides the user’s profile settings.

  3. It can only be set based on owner or criteria-based options.

  4. It allows reporting users to see all records irrespective of share settings.

The correct answer is: It grants additional permissions above the organization-wide default settings.

When a sharing rule is applied in a Salesforce org, it grants additional permissions above the organization-wide default settings. This means that sharing rules are designed to extend access to certain records for specified groups of users, beyond what is generally accessible based on the default sharing settings that have been established for the entire organization. For instance, if the organization-wide default for a particular object is set to "Private," a sharing rule can be created to allow specific roles or public groups to access records owned by other users, thereby enhancing collaboration and data visibility among users who need it for their workflows. The sharing rules serve as a mechanism to increase access strategically, rather than as a tool to restrict access or bypass the established security protocols provided by profiles and roles. This also ensures that users have the necessary permissions to view or edit the records they need while maintaining the overall security model established by the organization's settings.