Salesforce Sharing and Visibility Certification Practice Exam

What step should an Architect take to ensure the Director of Support has access to all Reimbursement records?

1. Leave the Reimbursement Object in "Deployed" Status and set the Director of Supports Profile to "View All" in the object permissions

2. Use an Approval Process to change the owner of the Reimbursement record upon submission to the Director of Support

3. Disable Grant Access Using Hierarchies for the Object and create a Sharing Rule to enable sharing to the Director of Support

4. Implement a public group that includes the Director of Support

The correct answer is: Disable Grant Access Using Hierarchies for the Object and create a Sharing Rule to enable sharing to the Director of Support

To ensure that the Director of Support has access to all Reimbursement records, the most effective step is to disable Grant Access Using Hierarchies for the Object and create a Sharing Rule to enable sharing to the Director of Support. Disabling Grant Access Using Hierarchies means that the standard access model where users at higher levels in the role hierarchy automatically gain access to the records of lower-level users is turned off. This is important in scenarios where it is necessary to have more granular control over record visibility, ensuring that all records are only shared according to specified rules rather than through hierarchy. Creating a Sharing Rule explicitly allows access to the Director of Support for all Reimbursement records, which ensures that they can view and manage those records regardless of the record owner or their position in the hierarchy. Sharing Rules can be set up based on criteria such as roles, public groups, or various field values, making it a flexible and efficient way to grant access as needed. This strategic combination of disabling hierarchy-based access and using specific sharing rules is optimal for ensuring complete and controlled access to the desired records, aligning with Salesforce best practices around data sharing and visibility.