Salesforce Sharing and Visibility Certification Practice Exam

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When updating Organization-Wide Sharing Settings for the Account Object, which option should be considered regarding national accounts?

  1. Sales directors will need a sharing rule created to see accounts owned by Sales Users.

  2. National accounts must be owned by a user who is above the sales managers in the Role Hierarchy.

  3. Apex managed sharing will have to be disabled for proper access.

  4. Access should always be granted to all roles for national accounts.

The correct answer is: National accounts must be owned by a user who is above the sales managers in the Role Hierarchy.

The option that states national accounts must be owned by a user who is above the sales managers in the Role Hierarchy is correct because it aligns with the structure of role-based access within Salesforce. In a Role Hierarchy, users are granted visibility to records owned by users lower than themselves. Therefore, for national accounts, which are often critical and high-stakes customer relationships, it's important that they are assigned to users in higher roles, such as regional directors or executives. This ensures that these accounts are properly safeguarded and that only users with appropriate authority can see or manage them, reflecting their significance and often sensitive nature. The other options do not accurately capture the nuance required in sharing settings for national accounts. For instance, while it might be beneficial for sales directors to have visibility into accounts owned by other users, it does not specifically address the hierarchy aspect critical for national accounts. The mention of disabling Apex managed sharing does not pertain directly to the necessity of ownership hierarchy for national accounts either. Lastly, granting access to all roles for national accounts goes against best practices for security and access control, which aim to limit visibility based on role relevance and appropriateness. Thus, the focus on ownership within the Role Hierarchy is essential for maintaining control over high