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Exam Certified Sharing and Visibility Architect topic 1 question 23 discussion

Actual exam question from Salesforce's Certified Sharing and Visibility Architect
Question #: 23
Topic #: 1
[All Certified Sharing and Visibility Architect Questions]

At Universal Containers, Accounts and Contacts are normally visible to all employees, and Proposals (custom object) are visible to the Account owner and managers. However, some Proposals are considered confidential and are managed by a Strategic Proposals team. These Proposals should not be visible to anyone in the Sales group other than the owner and the strategic team.
How should the architect design for this requirement?

  • A. Proposal Owner set to the Strategic Deals Team Queue and set the Account relationship to Master-Detail.
  • B. Proposal Owner set to the Strategic Deals Team Queue and create an owner-based sharing rule to grant visibility to the Account owner.
  • C. Disable Grant Access Using Hierarchies and set a Criteria-Based Sharing rule for Strategic Deals team.
  • D. Disable Grant Access Using Hierarchies and set an Owner-Based Sharing rule for Strategic Deals team.
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Suggested Answer: C 🗳️

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ksho
3 weeks, 5 days ago
Selected Answer: C
I went with C (disable using hierarchies & use critera-based sharing) because "these proposals should not be visble to anyone in the sales group other than the owner and the strategic team." Disabling the heirarchy access will ensure managers and users higher in the role heirarchy will not gain access. Because some propsals are "confidential", this must mean there is some level of criteria on the propsal that marks it as confidentials. As for non-confidential proposals retaining visibility, you could use a criteria based sharing rule (for non-cofidential) and share with a public group that has "Grant Access Using Hierarchies" enabled. You would all of the managers to the public group. May not be 100% precise if the role set up is all over the place, but assuming a normal sales rep > manager hierarchy, you can meet both sides of the requirements.
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Dcadwell
4 months ago
D. Disable Grant Access Using Hierarchies and set an Owner-Based Sharing rule for Strategic Deals team. Here’s why: Disable Grant Access Using Hierarchies: This ensures that the visibility of the Proposals is not automatically extended to users higher up in the role hierarchy, which is crucial for maintaining confidentiality. Owner-Based Sharing Rule: This allows you to create a sharing rule that grants access to the Strategic Proposals team based on the ownership of the Proposal. This way, only the owner and the Strategic Proposals team will have access to these confidential Proposals
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92b6348
6 months, 1 week ago
Should it be D, as it needs to be combined with an owner-based?
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BlackFox91
6 months, 3 weeks ago
The closest response is C for me. It's right but it's incomplete as all manager will lose visibility on Proposals.
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SerPer
10 months ago
WIll be B
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Rangya
10 months, 3 weeks ago
For C : agreed to 2nd part for criterion based to identify "some" proposals we need criterion based sharing rules. But If we disable grant access using role hierarchy, how would it cater to the requirement which says "proposals are accesible to Account owners AND THIER MANAGERS"?
upvoted 1 times
sivsiv
4 months, 2 weeks ago
exactly, I don't see how we can make everyone happy with only 1 sharing rule. But I would still go for criteria sharing rule.
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