Salesforce Certified Sharing and Visibility Designer — Question 27

Universal Containers (UC) has a private Organization-Wide Defaults (OWD) model for the Account object and needs to control the access of records and fields according to these requirements:
Sales reps can view/edit only their own records and cannot access the field “segment” in account page.
Service reps need to view all accounts but cannot edit any information.
Sales managers can modify any account of reps reporting to them.
Service managers can modify any account.
How can a Salesforce architect provide an optimal solution for this scenario?

Answer options

• A. Use profiles, sharing rules, and change OWD to public read-only.
• B. Use profiles, manual sharing, and field-level security.
• C. Use profiles, permission sets, and field-level security.
• D. Use profiles, permission sets, role hierarchy, and field-level security.

Correct answer: A

Explanation

The correct answer is A because changing the OWD to public read-only allows service reps to view all accounts while maintaining the necessary access restrictions for sales reps and managers through sharing rules. The other options do not provide the necessary control over record visibility and editing capabilities as required by the scenario, particularly for service and sales reps.