An administrator needs to grant record-level access to specific groups of users for a custom object whose Organization-Wide Default (OWD) is set to Private. Which two native Salesforce features can the administrator use to expand access based on record ownership or specific field values?
- Owner-based sharing rules to share records owned by members of one role with users in another roleAnswer
- Criteria-based sharing rules to share records that meet specific field conditions with a public groupAnswer
- CDeselecting 'Grant Access Using Hierarchies' on the object sharing settings
- DAssigning a Permission Set containing Read access for the object
- EUpdating Profile permissions to set object-level access to Modify All
Answer
Owner-based sharing rules and criteria-based sharing rules are the two standard sharing features used to expand record access when OWD is set to Private.
When OWD is Private, administrators use owner-based sharing rules to grant record access to users based on who owns the record, and criteria-based sharing rules to share records based on field values.
Step-by-Step Solution
Key Concept
Extending record access beyond Private OWD using Sharing Rules