Soru

Zorluk: KolayRole Hierarchy and Sharing Rules

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?

  1. Owner-based sharing rules to share records owned by members of one role with users in another roleCevap
  2. Criteria-based sharing rules to share records that meet specific field conditions with a public groupCevap
  3. C
    Deselecting 'Grant Access Using Hierarchies' on the object sharing settings
  4. D
    Assigning a Permission Set containing Read access for the object
  5. E
    Updating Profile permissions to set object-level access to Modify All

Cevap

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.

Adım Adım Çözüm

1
Analyze the Organization-Wide Default (OWD) baseline
Since OWD is set to Private, users only have access to records they own unless access is explicitly extended.
OWD sets the most restrictive baseline access for records across the organization.
2
Identify mechanism to extend access based on record ownership
Owner-based sharing rules share records owned by specific roles or public groups with other roles or groups.
This directly fulfills the requirement of extending access based on record ownership.
3
Identify mechanism to extend access based on field values
Criteria-based sharing rules evaluate field criteria to grant access to designated user sets regardless of owner.
This directly satisfies the requirement to share records based on specific field values.

Anahtar Kavram

Extending record access beyond Private OWD using Sharing Rules
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