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Zorluk: OrtaRole Hierarchy and Sharing Rules

Summit Industrial Solutions tracks partner agreements using a custom object named Dealer_Agreement__c. The Organization-Wide Default (OWD) for Dealer_Agreement__c is set to Private. Security policies require that access to these records must NOT automatically propagate to users higher in the Role Hierarchy. Which administration setting should the System Administrator modify to meet this requirement?

  1. Deselect the 'Grant Access Using Hierarchies' checkbox for the Dealer_Agreement__c object in Sharing Settings.Cevap
  2. B
    Change the Organization-Wide Default sharing setting for Dealer_Agreement__c from Private to Public Read-Only.
  3. C
    Create a Permission Set with 'View All' disabled and assign it to manager profiles in the role hierarchy.
  4. D
    Remove manager roles from the Role Hierarchy structure so record ownership does not roll upward.

Cevap

Deselect the 'Grant Access Using Hierarchies' checkbox for the Dealer_Agreement__c custom object in Sharing Settings.
For custom objects, the 'Grant Access Using Hierarchies' option can be deselected in Sharing Settings. Unchecking this setting prevents record access from automatically propagating up the role hierarchy to managers while preserving OWD rules.

Adım Adım Çözüm

1
Analyze how record access rolls up through the Salesforce Role Hierarchy.
By default, Salesforce enables 'Grant Access Using Hierarchies' for all objects, allowing users above record owners in the hierarchy to inherit record access.
Understanding the default security behavior helps identify the setting responsible for upward access propagation.
2
Identify options available for custom objects versus standard objects.
For custom objects, administrators can disable 'Grant Access Using Hierarchies' in Setup > Sharing Settings.
Disabling this setting stops managers from automatically inheriting access to custom object records owned by subordinates.

Anahtar Kavram

Disabling Grant Access Using Hierarchies for Custom Objects
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Konular

Role Hierarchy and Sharing Rules

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