Question

Difficulty: EasyOrganization-Wide Defaults (OWD)

A renewable energy company tracks site evaluation surveys using a custom object called Site_Survey__c. Security requirements state that sales representatives should only be able to view and edit survey records that they personally own, while preventing other representatives from viewing them. Which configuration should an administrator implement to establish this baseline level of access?

  1. Set the Organization-Wide Default for Site_Survey__c to Private.Answer
  2. B
    Set the object-level visibility for Site_Survey__c to Hidden on all user profiles.
  3. C
    Deselect the 'Grant Access Using Hierarchies' checkbox on the Site_Survey__c custom object definition.
  4. D
    Assign a permission set that disables View All access on the Site_Survey__c object for all sales representatives.

Answer

Set the Organization-Wide Default for Site_Survey__c to Private.
Organization-Wide Defaults (OWD) specify the default baseline access level for records. Setting the OWD of a custom object to Private ensures that users cannot access records owned by others unless sharing is explicitly granted through role hierarchy, sharing rules, or manual sharing.

Step-by-Step Solution

1
Identify the sharing requirement
Users must only see and edit records they own, with no visibility for other users by default.
This is the definition of the Private sharing model baseline in Salesforce.
2
Determine the appropriate security mechanism
Organization-Wide Defaults (OWD) set the baseline level of data access across the org.
OWD is the only mechanism used to restrict baseline record-level access for all users.
3
Select the correct OWD setting
Private setting satisfies the requirement.
Setting OWD to Private ensures non-owners have no default read or edit access.

Key Concept

Organization-Wide Defaults (OWD) define the baseline record-level access setting in Salesforce, where Private restricts visibility solely to the record owner and users higher in the role hierarchy (if enabled).
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