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Difficulty: EasyRole Hierarchy and Sharing Rules

An administrator is configuring access for a custom object named Equipment_Inspection__c with an Organization-Wide Default (OWD) set to Private. Which setting ensures that managers automatically gain access to records created by their direct reports in the role hierarchy?

  1. Enable the 'Grant Access Using Hierarchies' option for the custom object in Organization-Wide Defaults.Answer
  2. B
    Create a Permission Set with 'View All' object permissions and assign it to managers.
  3. C
    Configure an owner-based sharing rule for each manager in the hierarchy.
  4. D
    Change the Organization-Wide Default setting for the object from Private to Public Read-Only.

Answer

Enable the 'Grant Access Using Hierarchies' option for the custom object in Organization-Wide Defaults.
For custom objects in Salesforce, enabling 'Grant Access Using Hierarchies' in Organization-Wide Sharing Settings allows users in higher roles to automatically inherit the record permissions granted to users in roles below them in the hierarchy.

Step-by-Step Solution

1
Identify the requirement
Gaining record access for managers above record owners in the role hierarchy.
The scenario requires users higher in the role hierarchy to automatically inherit access to records owned by subordinates.
2
Evaluate Salesforce security mechanisms
Grant Access Using Hierarchies is the built-in mechanism for custom objects.
For custom objects, when OWD is Private, selecting 'Grant Access Using Hierarchies' ensures managers automatically inherit record access rights of lower roles.

Key Concept

Role Hierarchy Access Inheritance for Custom Objects
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Topics

Role Hierarchy and Sharing Rules

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