Salesforce Sharing and Visibility Certification Practice Exam

Which focus should be considered when granting access via sharing rules?

1. The roles and territories of users

2. Only the owner of the record must approve

3. Automated field updates post-record creation

4. Standard object visibility sharing settings

The correct answer is: The roles and territories of users

When granting access via sharing rules, it is crucial to consider the roles and territories of users. This is because sharing rules function within the context of a user's role hierarchy and organizational structure, which is designed to ensure that the right individuals can see the right data based on their position and responsibility within the company. Roles define how data is shared between users; they determine the visibility of records and can facilitate increased access for users who fall under certain criteria within an organization. Territories add another layer, especially in organizations that use Enterprise Territory Management, enabling sharing access based on geographical or organizational boundaries. This alignment helps maintain data security and integrity while ensuring operational efficiency by allowing appropriate visibility of records to users in relevant roles or territories. The other options do not address the necessity for aligning access with organizational hierarchy or structure. Relying on the record owner's approval for access disregards the collaborative needs of the team and potentially restricts necessary visibility. Automated field updates are related to record attributes rather than access and visibility considerations. Standard object visibility settings are foundational but do not encompass the tailored approach of sharing rules that depend significantly on user hierarchy and territory.