Salesforce Sharing and Visibility Certification Practice Exam

What Salesforce feature allows customers to see related service requests while keeping other account service requests hidden?

1. Manual Sharing

2. Sharing Rule

3. Sharing Set

4. Apex Managed Sharing

The correct answer is: Sharing Set

The correct answer is Sharing Set. This is a feature in Salesforce that enables users to share related records with their users while keeping other records hidden from them. Specifically, this is particularly useful in scenarios where users must access records related to the same account or the same object type without exposing all service requests associated with that account. Sharing Sets utilize account or contact fields to share records automatically. For instance, if a customer has access to a particular service request linked to their account, Sharing Sets ensure that they can also view other related service requests for the same account. However, unrelated service requests are kept hidden, maintaining data privacy and security within the Salesforce environment. The other options like Manual Sharing, Sharing Rules, and Apex Managed Sharing involve different methods of granting access but do not provide the specific capability to share records based on relationships while selectively hiding others the way Sharing Sets do for internal users, typically in a community or portal setup.