Salesforce Certified Sharing and Visibility Architect — Question 37
Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location.
Which options should be used together to achieve the requirements?
Answer options
- A. Configure organization-wide defaults of the Account object and create sharing rules.
- B. Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.
- C. Configure Role Hierarchy and create sharing rules.
Correct answer: C
Explanation
The correct answer is C because configuring Role Hierarchy allows for greater control over data visibility based on user roles, and sharing rules can further refine access to specific data. Options A and B focus on organization-wide defaults and team structures, which do not effectively restrict access based on geographic locations as required.