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Certified Platform App Builder Exam - Question 6


Universal Containers wants its Field Sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The Inside Sales Team needs to see all accounts in Salesforce.

How should an app builder accomplish this?

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Correct Answer: BD

To meet the requirements, the Organization-Wide Default (OWD) for accounts should be set to Private to restrict access to only the owners of the records by default. Criteria-based sharing rules can then be created to grant access to the specific accounts for the respective North American and European marketing teams, ensuring they only see accounts within their regions. For the Inside Sales Team, a profile with the 'View All' setting for accounts ensures that they can see all accounts in Salesforce. This approach ensures that access is appropriately restricted and shared based on roles and regions.

Discussion

17 comments
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pubg4ronliulicOption: D
Nov 20, 2020

Shouldn't this be D?

rhea90Option: D
Dec 2, 2020

Should be D

DonDemikOption: D
Aug 12, 2022

Why not C? Because permission set is used for Object and field level security. Sharing Rule is used for records. https://help.salesforce.com/s/articleView?id=sf.security_data_access.htm&type=5

Bela2022Option: D
Aug 24, 2022

It is D, for sure.

Srk0020Option: D
Jan 31, 2022

Answer is D. Here we need to restrict records, so definitely can't be B

dinhtanOption: D
Apr 29, 2022

I think D , OWD should not be Public ,so can create sharing rule fot it

SallybdOption: D
Jul 25, 2023

OWD needs to set to private in order to have the control over the sharing rules

wka520Option: D
Jan 28, 2022

D is correct

k768Option: D
Feb 21, 2022

Should be D

aKetaOption: D
Apr 24, 2022

D is the correct answer

mostroOption: D
May 2, 2022

Should be D

Cooki3Option: C
Nov 13, 2022

Its C, sure

Triorakesh
Sep 22, 2023

They are asking to control the record access. So, the permission set can't handle the record restriction.

SS27Option: D
Jun 6, 2023

Answer is D.

Frank_MartinOption: D
Jun 7, 2023

D is correct as the OWD needs to be set to private.

JasonPortman47Option: D
Jul 3, 2023

It is D.

AzureLife2020Option: D
Mar 7, 2024

Answer is D. OWD needs to be private then sharing used to control who sees what.

sph289Option: D
Jun 14, 2024

Using permission sets instead of criteria-based sharing rules is not the best practice for region-based access control. Criteria-based sharing rules are more suitable for this purpose.