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Exam Certified Sharing and Visibility Architect All Questions

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Exam Certified Sharing and Visibility Architect topic 1 question 9 discussion

Actual exam question from Salesforce's Certified Sharing and Visibility Architect
Question #: 9
Topic #: 1
[All Certified Sharing and Visibility Architect Questions]

Universal Containers (UC) is implementing Sales Cloud. During the last quarter of the financial year, sales agents help each other close deals. They requested a solution in Salesforce to allow them to specify an assistant agent on the opportunity record. When the sales agent changes the assistant field, the system should automatically remove access from the previous assistant and grant access to the new assistant.
What is the optimum solution to meet the requirements?

  • A. Use opportunity team and create an assistant field, use apex to share opportunities with the assistant agent.
  • B. Use apex sharing to share and unshare opportunities with the assistant agent.
  • C. Use sharing rule to share opportunities with the assistant agent.
  • D. Use share group to share opportunities with the assistant agent.
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Suggested Answer: B 🗳️
by ksho at Dec. 19, 2024, 3:20 a.m.

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ksho
4 weeks ago
Selected Answer: B
B is correct. Apex is the only way to share a record with a user defined in a lookup field. A is incorrect because it's overly complex. You could use both if the org has already adopted opportunity teams, but that wasn't specified in the question. C is wrong as you cannot share records to a user defined in a lookup field. D is wrong as share groups are used to expose records owned by high-volume portal users. https://help.salesforce.com/s/articleView?id=platform.managing_the_sharing_model.htm&type=5
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