Salesforce Sharing and Visibility Certification Practice Exam

Which feature can enhance a company's ability to manage record visibility under a private sharing model effectively?

1. Sharing Rules

2. Account Teams

3. Permission Sets

4. All of the above

The correct answer is: Sharing Rules

The feature that can significantly enhance a company's ability to manage record visibility under a private sharing model is sharing rules. In a private sharing model, users can only see the records they own or those shared with them through explicit sharing. Sharing rules allow administrators to define criteria-based rules that grant broader access to records for groups of users, roles, or territories. This functionality is crucial in situations where collaboration is needed, ensuring that the right users have access to the necessary records without compromising the overall security model. By leveraging sharing rules, organizations can facilitate collaboration among teams by ensuring that users can access relevant records based on their roles or criteria, thus making the sharing process more dynamic and tailored to organizational needs. This is especially important in private models where visibility is restricted. While account teams and permission sets can also improve access and visibility in different contexts, they do not provide the same targeted enhancements for record visibility in a private sharing model as effectively as sharing rules. Account teams focus on collaborative selling efforts among a defined group and can grant access to accounts but might not apply broadly across all object types. Permission sets provide additional permissions to users but are not primarily focused on managing record visibility in a private model.