Cloud Kicks uses a custom object named Patent_Filing__c to manage intellectual property documentation. Management requires that users can only view and edit Patent_Filing__c records that they own or that are owned by their subordinates in the role hierarchy. Additionally, members of the Executive Leadership public group must be granted View access to all Patent_Filing__c records across the organization.
Which two administration settings should the System Administrator configure to meet these record-level access requirements?
- Set the Organization-Wide Default (OWD) internal access for Patent_Filing__c to Private with Grant Access Using Hierarchies enabled.Answer
- Create a criteria-based or owner-based sharing rule that grants Read access on Patent_Filing__c records to the Executive Leadership public group.Answer
- CModify the Standard User profile to grant View All object permissions on Patent_Filing__c to restrict visibility based on role.
- DDisable the Grant Access Using Hierarchies checkbox on the Patent_Filing__c custom object definition to enforce role hierarchy privacy.
Answer
The administrator must set the Organization-Wide Default internal access for Patent_Filing__c to Private with Grant Access Using Hierarchies enabled, and create a sharing rule that shares Patent_Filing__c records with the Executive Leadership public group.
To satisfy the requirement where only record owners and higher role hierarchy levels have access by default, the Organization-Wide Default (OWD) must be set to Private, and Grant Access Using Hierarchies must remain enabled. To grant additional access to executives who may sit outside the direct reporting hierarchy, a sharing rule must be implemented to extend Read permissions to their public group.
Step-by-Step Solution
Key Concept
Organization-Wide Defaults (OWD) and Role Hierarchy Sharing Controls
Estimated Time:1m 30s