Salesforce Sharing and Visibility Certification Practice Exam

Which sharing rule type is best for giving specific user access to records based on certain criteria?

1. Owner-Based Sharing Rules

2. Criteria-Based Sharing Rules

3. Public Access

4. Implicit Rules

The correct answer is: Criteria-Based Sharing Rules

The best sharing rule type for giving specific user access to records based on certain criteria is criteria-based sharing rules. This type of rule allows administrators to configure sharing settings based on record attributes rather than ownership. For example, if you need to share all records of a certain type or status with specific users or groups, criteria-based sharing rules enable this by defining specific conditions that records need to meet for access to be granted. Criteria-based sharing rules are particularly useful in scenarios where ownership alone does not determine access needs. Instead, they provide a more granular approach to share records that meet defined criteria, such as a field value or a combination of fields. This functionality ensures that users only see records that are relevant to their role or responsibilities in the organization, aligning with the principles of least privilege and data security. The other types of sharing rules serve different purposes. Owner-based sharing rules are focused on sharing records based on the owner of the record, which doesn't allow for the same level of granularity based on specific field criteria. Public access governs visibility for all users without the safeguards of more tailored sharing settings. Implicit rules refer to automatic sharing provided to users based on their roles in a hierarchal structure, which also does not offer the specificity provided by criteria-based