Question

Difficulty: EasyRole Hierarchy and Sharing Rules

An organization sets the Organization-Wide Default (OWD) sharing setting for a custom object named Event_Sponsorship__c to Private, and the 'Grant Access Using Hierarchies' setting remains selected. User A is assigned to the Regional Sales Director role, which is positioned directly above User B's role of Sales Representative in the role hierarchy. If User B creates and owns a new Event_Sponsorship__c record, which users automatically gain access to this record?

  1. User A automatically gains access to the record because access is inherited upward through the role hierarchy.Answer
  2. B
    No users in higher roles gain access because Grant Access Using Hierarchies only applies to standard objects.
  3. C
    All users assigned to User A's Profile gain access to the record regardless of their role hierarchy placement.
  4. D
    Only users assigned an additive Permission Set with View All records permission can view User B's record.

Answer

User A automatically gains access to the record because access is inherited upward through the role hierarchy.
In Salesforce data security, enabling 'Grant Access Using Hierarchies' on a custom object allows users situated higher in the role hierarchy to inherit the record access permissions of users beneath them. Since User A holds a role higher than User B, User A automatically receives access to records owned by User B.

Step-by-Step Solution

1
Evaluate the Organization-Wide Default (OWD) setting and hierarchy settings for the custom object.
The OWD is set to Private and 'Grant Access Using Hierarchies' is selected for Event_Sponsorship__c.
This establishes that record access is restricted by default, but higher positions in the role hierarchy inherit access from lower positions.
2
Analyze the relative role hierarchy positions of User B (the record owner) and User A.
User A's role (Regional Sales Director) sits above User B's role (Sales Representative).
Access propagates upward along the role hierarchy chain, giving User A automatic visibility into User B's owned records.

Key Concept

Role Hierarchy Record Access Propagation
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