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Zorluk: OrtaRole Hierarchy and Sharing Rules

Solaris Energy tracks vendor performance using a custom object named Vendor_Evaluation__c. The Organization-Wide Default (OWD) for Vendor_Evaluation__c is set to Private. The VP of Procurement requires that all evaluations owned by members of the Procurement Team role be shared with Read access to users in the Compliance Audit role, which sits in a separate hierarchy branch. Additionally, Procurement Officers must automatically receive Read access to evaluations where the evaluation's Region field matches their designated geographical territory, regardless of record ownership. Which TWO administrative actions should be configured to fulfill these requirements? (Select 2)

  1. Create an owner-based sharing rule on Vendor_Evaluation__c sharing records owned by the Procurement Team role with the Compliance Audit role.Cevap
  2. Create a criteria-based sharing rule on Vendor_Evaluation__c evaluating the Region field to share records with the corresponding regional roles.Cevap
  3. C
    Deselect the 'Grant Access Using Hierarchies' checkbox on the Vendor_Evaluation__c custom object settings.
  4. D
    Assign a permission set containing the 'View All Data' administrative permission to all regional Procurement Officers.
  5. E
    Modify the Organization-Wide Default (OWD) for Vendor_Evaluation__c to Public Read-Only and create restriction rules.

Cevap

To meet both access requirements, the administrator must create an owner-based sharing rule to share records owned by the Procurement Team role with the Compliance Audit role, and a criteria-based sharing rule based on the Region field to share records with regional roles.
The solution requires extending read access beyond Private Organization-Wide Defaults (OWD) for two separate scenarios. First, an owner-based sharing rule selectively shares records owned by members of the Procurement Team role with users assigned to the Compliance Audit role across hierarchy branches. Second, a criteria-based sharing rule uses the evaluation's Region field to grant targeted Read access to regional roles regardless of owner.

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1
Analyze the baseline access setting and the first sharing requirement.
The Private OWD restricts access so only owners and users above them in the hierarchy can view records. Sharing records between separate hierarchy branches (Procurement Team to Compliance Audit) based on record ownership requires an owner-based sharing rule.
Owner-based sharing rules grant record access across non-linear role hierarchy structures based on who owns the records.
2
Analyze the second sharing requirement regarding geographical territories.
Sharing evaluations based on the Region field value regardless of owner requires a criteria-based sharing rule.
Criteria-based sharing rules evaluate field criteria rather than record ownership to grant Read or Read/Write permissions to designated roles or public groups.

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Role Hierarchy and Sharing Rules
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Role Hierarchy and Sharing Rules

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