Question

Difficulty: MediumOrganization-Wide Defaults (OWD)

An organization relies on a custom object named Risk_Assessment__c to document compliance reviews. Executive leadership mandates that by default, only record owners and managers higher in the role hierarchy should have access to view and edit risk assessment records. Unrelated peers and lower-level staff must have no visibility. Which Organization-Wide Default (OWD) setting should the administrator select to establish this baseline access model?

  1. Private, while keeping Grant Access Using Hierarchies selected.Answer
  2. B
    Public Read-Only, and configure object permissions on user profiles to revoke view access for unauthorized users.
  3. C
    Private, and deselect Grant Access Using Hierarchies because custom objects do not support automatic hierarchy access propagation.
  4. D
    Public Read/Write, and assign a restrictive permission set to remove record access from lower-level staff.

Answer

The baseline access setting should be configured as Private with Grant Access Using Hierarchies enabled.
Setting the Organization-Wide Default (OWD) to Private establishes the most restrictive baseline access, ensuring users cannot view records owned by others unless explicitly shared. Because Grant Access Using Hierarchies is enabled by default on custom objects, superior roles in the role hierarchy automatically inherit access to records owned by lower-level staff.

Step-by-Step Solution

1
Determine the most restrictive baseline visibility requirement.
Since unrelated peers must have no visibility to records they do not own, the baseline Organization-Wide Default (OWD) must be set to Private.
OWD sets the baseline level of access for the most restricted user in the organization.
2
Evaluate role hierarchy access behavior for the custom object.
Ensure 'Grant Access Using Hierarchies' remains selected so users higher in the role hierarchy automatically gain record access.
Custom objects allow administrators to toggle Grant Access Using Hierarchies, which is enabled by default to propagate record access up the management hierarchy.

Key Concept

Organization-Wide Defaults (OWD) define the baseline record-level security in Salesforce. Profiles and permission sets cannot restrict record access beyond the baseline established by OWD.
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