Salesforce Certified Sharing and Visibility Designer — Question 32

Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in order to grant access to supporting internal users (legal, engineering, finance, and so forth) for customer records when they need help. In general, the sales reps involved in the deals will not change.
How can a Salesforce architect help UC to improve sales reps productivity?

Answer options

• A. Leverage default Account team.
• B. Create a public group and replace the account ownership with it.
• C. Create a permission set with “View all data” and assign to supporting users.
• D. Create a criteria-based sharing rule to grant access to other users.

Correct answer: D

Explanation

The correct answer is D because a criteria-based sharing rule allows for automated access control based on specified conditions, significantly reducing manual efforts for sales reps. Options A and B do not provide a scalable solution for granting access to multiple internal users, while option C might expose sensitive data unnecessarily and does not address the specific need for targeted access.