Salesforce Sharing and Visibility Certification Practice Exam

What is the best method for an architect to review access to important key customer accounts in Salesforce?

1. Export the Account Share table and review.

2. Run a Report on Sharing in the Admin Console.

3. Log in as each user to view their accounts.

4. Use the Sharing button on each customer Account to review access.

The correct answer is: Export the Account Share table and review.

The most effective method for reviewing access to important key customer accounts in Salesforce involves exporting the Account Share table and analyzing it. This approach provides a comprehensive view of all the sharing permissions and access settings related to customer accounts in a single dataset. By exporting the Account Share table, an architect can efficiently review who has access to which accounts, including any special permissions or sharing rules applied. This method is particularly advantageous because it allows for in-depth analysis and can be manipulated using spreadsheet tools to uncover patterns or anomalies in sharing, which would be cumbersome to do manually within the Salesforce interface. Other methods like running a report on sharing in the Admin Console or using the Sharing button on each account may not present a complete or efficient overview. While running a report can provide some insights, it may not capture every detail compared to a raw export. Logging in as each user to view their accounts is not practical or scalable, especially in organizations where numerous users may have varying access levels.