Salesforce Sharing and Visibility Certification Practice Exam

What is the best approach for dealer managers to view customer cases without visibility to all dealerships under a private sharing model?

1. Create Sharing Groups

2. Create a Batch Job for Sharing Rules

3. No Changes Needed

4. Build a Trigger for Manual Sharing

The correct answer is: No Changes Needed

In a private sharing model, records are only visible to the record owner and those users granted sharing access. A scenario where dealer managers need to view customer cases without full visibility over all dealerships suggests that managers have specific needs for visibility into certain records without exposing all dealership cases. The option that states "No Changes Needed" suggests that there is already a configuration in place that allows dealer managers to access the customer cases they need without altering the current sharing settings. This could mean that the existing role hierarchy or sharing rules are set up in such a way that the dealer managers can see cases relevant to their responsibilities without the need for additional configuration or complexity. Understanding the implications of the other choices clarifies why this approach is advantageous. Creating Sharing Groups, or implementing a Batch Job for Sharing Rules, could introduce unnecessary complexity and administrative overhead. Furthermore, building a Trigger for Manual Sharing may lead to inconsistencies and require ongoing management to ensure records are shared appropriately. Thus, if the current setup allows for the required visibility, maintaining that configuration is the best approach.