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Difficulty: EasyOrganization-Wide Defaults (OWD)

Apex Global Logistics uses a custom object named Vendor_Evaluation__c to conduct performance reviews on third-party suppliers. Business policy mandates that general employees must only be able to view and edit Vendor_Evaluation__c records that they personally own. However, managers must automatically gain access to all evaluation records owned by their subordinates in the role hierarchy. Which configuration should the administrator implement to satisfy these access requirements?

  1. Set the Organization-Wide Default (OWD) for Vendor_Evaluation__c to Private, and leave the Grant Access Using Hierarchies checkbox selected.Answer
  2. B
    Set the Organization-Wide Default (OWD) for Vendor_Evaluation__c to Private, and deselect the Grant Access Using Hierarchies checkbox.
  3. C
    Set the Organization-Wide Default (OWD) for Vendor_Evaluation__c to Public Read-Only, and assign a Permission Set to restrict viewing access for non-owners.
  4. D
    Create a Profile that restricts view access to records owned by other users, and assign this profile to all non-manager employees.

Answer

Set the Organization-Wide Default (OWD) for the custom object to Private while keeping the 'Grant Access Using Hierarchies' setting enabled.
Setting the Organization-Wide Default (OWD) to Private restricts baseline record access so users can only view and edit records they own. For custom objects, the 'Grant Access Using Hierarchies' option is checked by default, which ensures that managers higher in the role hierarchy automatically inherit access to records owned by their direct and indirect reports.

Step-by-Step Solution

1
Determine the baseline record access requirement.
Since non-owners should not view other users' records, the Organization-Wide Default (OWD) must be set to Private.
OWD establishes the most restrictive baseline access level for all users in the organization.
2
Evaluate role hierarchy access behavior for custom objects.
Ensure 'Grant Access Using Hierarchies' remains checked for Vendor_Evaluation__c.
By default, custom objects have 'Grant Access Using Hierarchies' enabled, allowing users above record owners in the role hierarchy to access the records.

Key Concept

Organization-Wide Defaults (OWD) and Role Hierarchy Access
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Topics

Organization-Wide Defaults (OWD)

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