Salesforce Sharing and Visibility Certification Practice Exam

Who can change the owner of an Opportunity when Opportunity Sharing is set to Private?

1. Any Opportunity Team Member

2. Any user in the Role Hierarchy

3. System Administrator or a user with "Transfer Records" permission

4. The current Opportunity Owner

The correct answer is: System Administrator or a user with "Transfer Records" permission

When Opportunity Sharing is set to Private, the ownership of Opportunities is limited to the individual owners, providing a strong level of data privacy among users. However, certain exceptions exist that allow specific individuals to change the owner of an Opportunity. The correct choice demonstrates the privileges assigned to System Administrators and users with the "Transfer Records" permission. System Administrators inherently have elevated permissions across the Salesforce platform, allowing them to make necessary changes to records, including Opportunity ownership. Additionally, users who possess the "Transfer Records" permission have the authority to change record ownership, regardless of the sharing settings. This capability is crucial in situations where business processes dictate the need for reassignment, such as employee transitions or workflow optimizations. The other options may seem reasonable at first glance, as Opportunity Team Members and Role Hierarchy users might have operational insights on Opportunities. However, without the specific permissions granted to the System Administrator or the "Transfer Records" capability, they do not have the authority to change the Opportunity owner. The current Opportunity Owner also does not have the ability to delegate the ownership to another user under the Private sharing model, as the ownership is strictly theirs without external assignment permissions.