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?
- Set the Organization-Wide Default for Site_Survey__c to Private.Cevap
- BSet the object-level visibility for Site_Survey__c to Hidden on all user profiles.
- CDeselect the 'Grant Access Using Hierarchies' checkbox on the Site_Survey__c custom object definition.
- DAssign a permission set that disables View All access on the Site_Survey__c object for all sales representatives.
Cevap
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.
Adım Adım Çözüm
Anahtar Kavram
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).