Salesforce Certified Sharing and Visibility Designer — Question 22

Get Cloudy Consulting wants to create a custom team solution that can be used on a custom Loan object. The Loan custom object must be set to Private in the Org-Wide Defaults, and any user added to the Custom Team object should have Read Only access to the corresponding Loan record. Additionally, if the Custom Team record is marked as “Primary” then the corresponding user should have Read/Edit access to the corresponding Loan record.
What are two methods for fulfilling these requirements? (Choose two.)

Answer options

• A. Create a custom trigger on the Custom Team object that inserts or updates records in the Loan_share object
• B. Create Apex Sharing Reasons on the Loan object to identify the reason the Loan record was shared
• C. Create a criteria-based sharing rule on the Loan object that will share the Loan record with the appropriate user in the Custom Team object
• D. Create an owner-based sharing rule on the Custom Team object that will share the Loan record to the owner of the Custom Team record

Correct answer: C, D

Explanation

The correct answers, C and D, provide methods to share Loan records based on specific criteria or ownership, aligning with the access requirements specified. Option A does not directly address the sharing needs as it focuses on a trigger rather than establishing sharing rules, and Option B is irrelevant since it does not create access but merely identifies sharing reasons.