Salesforce Sharing and Visibility Certification Practice Exam

When should programmatic sharing be considered?

1. When users need constant ownership changes

2. When native sharing rules are ineffective

3. When external systems are not involved

4. When data volume is low

The correct answer is: When native sharing rules are ineffective

Programmatic sharing should be considered primarily when native sharing rules are ineffective. Native sharing rules in Salesforce are designed to manage user access to records based on certain predefined criteria, such as role hierarchies or group membership. However, there are scenarios where these out-of-the-box features cannot meet the specific business requirements, especially in complex use cases where customized logic is needed to determine record visibility. For instance, if your organization has unique workflows or data-sharing needs that require dynamic sharing settings based on specific criteria not captured by traditional sharing rules, programmatic sharing via Apex or other solutions allows for more granular control. This can include sharing records based on custom fields, complex business logic, or specific user interactions with records. Other options present different contexts. Constant ownership changes may require a different approach than programmatic sharing, while external systems being involved usually suggests that integration or data synchronization methods might be more applicable. Low data volume typically can be managed through native sharing rules or other simpler methods without needing the complexity of programmatic solutions. Thus, using programmatic sharing stands out as a viable solution when the native rules fall short.