Salesforce Sharing and Visibility Certification Practice Exam

What is the optimal solution for granting Lead Agents access to Opportunities for all agents at their dealer?

1. Add a Sharing Set for Opportunities

2. Build an Apex Managed Sharing rule

3. Grant Super User access

4. Set Organization-Wide Defaults to Public

The correct answer is: Add a Sharing Set for Opportunities

Using a Sharing Set for Opportunities is an optimal solution for granting Lead Agents access to Opportunities for all agents at their dealer because it leverages the existing role hierarchy and sharing rules in Salesforce seamlessly. A Sharing Set enables specified users, such as Lead Agents, to access records based on their associated account, which is particularly useful in situations where users belong to specific account records like a dealer. By using Sharing Sets, you can extend access to Opportunity records associated with the same Account, ensuring that all agents tied to that dealer can access their Opportunities while maintaining the necessary data privacy and integrity across other records in the system. In contrast, other options may not provide the same level of granularity or appropriateness for this scenario. For example, an Apex Managed Sharing rule, while powerful, requires custom logic and development work, which may not be necessary for this straightforward sharing requirement. Similarly, granting Super User access could overly broaden permissions beyond what is necessary, risking data exposure. Finally, setting Organization-Wide Defaults to Public would lower the sharing settings across the organization, leading to potential data visibility issues and not specifically targeting the needs of the Lead Agents. Thus, utilizing a Sharing Set is the most effective approach in this context.