Salesforce Certified Platform App Builder — Question 13
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?
Answer options
- A. Set the Organization-Wide Default to Public for accounts. Create profiles for each Marketing Team, and create an Inside Sales Team role that is at the top of the Role Hierarchy.
- B. Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team permission set with the "View All" setting for accounts.
- C. Set the Organization-Wide Default to Private for accounts. Create permission sets for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts.
- D. Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each Marketing Team, and create an Inside Sales Team profile with the "View All" setting for accounts.
Correct answer: D
Explanation
The correct answer is D because setting the Organization-Wide Default to Private ensures that only the account owners can see their accounts, and the criteria-based sharing rules allow the marketing teams to access accounts in their regions. The Inside Sales Team's profile with the 'View All' setting grants them visibility to all accounts, which is necessary for their role. Options A and B incorrectly set the Organization-Wide Default to Public, compromising account visibility restrictions, while option C does not utilize sharing rules, which are essential for the marketing teams' access requirements.