Salesforce Certified Sharing and Visibility Architect — Question 29

If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.

Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?

Answer options

• A. Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
• B. Create a Criteria Based Sharing Rule that shares to the Corporate Legal Team Role when the “legal assistance needed?” field is checked.
• C. Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the “legal assistance needed?” field is checked.

Correct answer: A

Explanation

The correct answer is A because Apex Managed sharing allows for specific record sharing based on dynamic criteria, such as the Legal SME field. Options B and C involve Criteria Based Sharing Rules, which are less flexible and wouldn't allow targeted access to individual lawyers as required in this scenario.