Salesforce Sharing and Visibility Certification Practice Exam

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When trying to implement parallel processes within Salesforce, what activity poses minimal risk related to group membership locking?

  1. Creating a new Role.

  2. Deleting a Role.

  3. Editing existing Roles.

  4. Transforming existing Roles into Territories.

The correct answer is: Creating a new Role.

Creating a new Role poses minimal risk related to group membership locking because it does not affect any existing roles or their associated users. When a new role is added, it simply expands the hierarchical structure without interfering with current relationships or memberships. This action allows for more flexibility in organizing users without risking any interruptions in access or visibility that could occur when modifying or deleting existing roles, which may require re-evaluating group memberships and could result in unexpected outcomes. In contrast, deleting a role or editing existing roles can lead to group membership locks, as these actions directly impact the existing users associated with those roles. Transforming roles into territories could also introduce complexity and risk, as it alters the fundamental structure of how users are grouped and their visibility settings. Thus, creating a new role is a low-risk activity within parallel processes in Salesforce.