Salesforce Certified Sharing and Visibility Architect — Question 15

Besides their own team accounts, sales managers at Universal Containers need to have READ access to all accounts of the same segment in other countries.
Role hierarchy was implemented accordingly (based on countries), but a sales manager in the US is complaining that he cannot view account records of the same segment in Canada.
What should be done to grant access in a proper way?

Answer options

• A. Create owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
• B. Create a public group and include all accounts of the same segment and grant access through a permission set.
• C. Create a criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
• D. Change the role hierarchy and put all the sales managers in the US and Canada in the same role.

Correct answer: C

Explanation

The correct answer is C, as criteria-based sharing rules allow you to specify conditions under which access is granted, making it ideal for segment-specific access across different countries. Option A is incorrect because owner-based sharing rules do not address the need for segment-based access. Option B is not suitable since a public group access method does not provide the necessary granularity for sharing based on segment. Option D would disrupt the existing role hierarchy and is not necessary for this scenario.