SalesForce Certified Sharing and Visibility Designer Certified Sharing and Visibility Designer 01 31Oct2024 - Practice Quiz

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Question 1 of 30

In a Salesforce organization, a company has implemented a complex sharing model to manage access to sensitive customer data. The organization has three roles: Sales Rep, Sales Manager, and Sales Director. The Sales Rep can view and edit their own records, while the Sales Manager can view and edit records owned by Sales Reps under their supervision. The Sales Director has access to all records. Additionally, the organization has set up sharing rules that grant access to specific records based on criteria such as region and product line. If a Sales Rep needs to share a record with a Sales Manager who is not their direct supervisor, what is the most effective way to ensure that the Sales Manager can access this record without changing the ownership or role hierarchy?

Create a manual sharing rule for the specific record to grant access to the Sales Manager.

Change the role of the Sales Manager to be directly above the Sales Rep in the hierarchy.

Use a public group that includes the Sales Manager and share the record with that group.

Set up a criteria-based sharing rule that includes the Sales Manager based on the record's attributes.

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