Exam Sharing-and-Visibility-Architect Topic 1 Question 50 Discussion

Actual exam question for Salesforce's Sharing-and-Visibility-Architect exam
Question #: 50
Topic #: 1
Universal Container has a set of Account management users that should only see accounts once the account becomes a customer. The type field on the Account identifies whether the account is a prospect, customer, partner, or other. Which two methods could an Architect use to enable this sharing requirement, assuming a private sharing model for accounts? Choose two:

Suggested Answer: B,D Vote an answer

Explanation
Instituting a business process that calls for the account manager to be added to the account team once the account becomes a customer, and creating a criteria-based sharing rule that shares the account to the account management group when the type is customer are two methods that could be used to enable this sharing requirement, assuming a private sharing model for accounts. These methods would ensure that only accounts with type customer are shared with the account management users, and only when they are involved in the account team. Creating a public list view, where accounts of type customer are included and share the list view with account management public group is not a method to enable sharing, as it only filters the records that are already visible to the users, not grant access to new ones. Creating an account sharing rule that shares all accounts owned by sales to be shared with account management roles and subordinates is not a method to enable this sharing requirement, as it would share all accounts regardless of their type

by Eden at Jan 26, 2025, 10:06 AM

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