Salesforce Sharing and Visibility Certification Practice Exam

What is the recommended method for sharing account records with users assigned to a specific Role in the Role Hierarchy?

1. Create an AccountShare record associated to a public group containing the Users in the Role.

2. Create an AccountShare record associated to each user who is assigned to the Role.

3. Create an AccountShare record associated to the required Role.

4. Create an AccountShare record associated to a public group containing the Role.

The correct answer is: Create an AccountShare record associated to a public group containing the Role.

The suggested approach for sharing account records with users assigned to a specific Role in the Role Hierarchy is to create an AccountShare record associated with a public group that includes the Role. This method is efficient and aligns with Salesforce's sharing model. When you utilize a public group, you can include multiple users or Roles within that group. This means that when an AccountShare record is created for the public group associated with the Role, all users within that group are granted access to the account records collectively. This method simplifies administration, as you can manage access for groups of users at once, rather than dealing with each user individually. Using a public group is particularly advantageous when access needs to be granted to a role that may have multiple users or when you anticipate changes in team composition. By updating the public group dynamically, you ensure that any changes in users automatically reflect in their access rights without needing to create or modify multiple AccountShare records. Additionally, this method adheres to Salesforce best practices, allowing for optimized sharing and visibility while maintaining the appropriate security controls. Through this mechanism, users assigned to the same Role can efficiently access relevant account records while also preserving data integrity and governance within the organization.