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Difficulty: EasyRole Hierarchy and Sharing Rules

Global Logistics Inc. maintains a custom object called 'Shipment__c' with its Organization-Wide Default (OWD) sharing setting configured as Private. The administrator needs to automatically grant Read-Only access for all records owned by users in the 'Warehouse Staff' role to users in the 'Regional Support' role. Which Salesforce security feature should the administrator configure to satisfy this requirement?

  1. An owner-based sharing rule targeting records owned by the 'Warehouse Staff' roleAnswer
  2. B
    A permission set with object-level Read access assigned to the 'Regional Support' users
  3. C
    Deselect the 'Grant Access Using Hierarchies' checkbox on the Shipment custom object
  4. D
    Modify the Organization-Wide Default setting for Shipment__c to Public Read/Write

Answer

An owner-based sharing rule targeting records owned by the 'Warehouse Staff' role.
When Organization-Wide Defaults are set to Private, owner-based sharing rules are used to open up Read-Only or Read/Write access for records owned by a specific set of users (defined by role, territory, or public group) to another specified set of users.

Step-by-Step Solution

1
Identify the base record access level
Organization-Wide Default (OWD) is Private, meaning users only see records they own by default.
OWD establishes the baseline record-level access for all users in Salesforce.
2
Evaluate record sharing requirements
Need to share records owned by a specific group ('Warehouse Staff' role) with another specific group ('Regional Support' role).
Access needs to be extended beyond the owner based on ownership role membership.
3
Select the appropriate record-level sharing tool
Configure an owner-based sharing rule specifying the source role, target role, and access level (Read-Only).
Owner-based sharing rules extend record-level visibility to specified roles or public groups for private records.

Key Concept

Owner-based Sharing Rules
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Topics

Role Hierarchy and Sharing Rules

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