Salesforce Certified Sharing and Visibility Designer — Question 25

Get Cloudy Consulting needs to implement a solution for storing proprietary data in Salesforce. Users who own an Account should be restricted so that they see only the invoices that they or their subordinates own.
Which two features should Get Cloudy Consulting consider while implementing this solution? (Choose two.)

Answer options

• A. Deploy the Relationship between Accounts and the Invoices Object as Lookup
• B. Deploy the Relationship between Accounts and the Invoices Object as Master-Detail
• C. Ensure a Workflow is created that populates the Invoice sharing object upon Insert
• D. Verify that the Organization-Wide Default sharing for Invoices is set to Private

Correct answer: B, D

Explanation

Option B is correct because a Master-Detail relationship allows for sharing and ownership control, ensuring that users can only see invoices related to their accounts. Option D is also correct as setting the Organization-Wide Default sharing for Invoices to Private ensures that only the owners can view their invoices. Options A and C do not provide the necessary security and sharing controls needed for this scenario.