Salesforce Certified Sharing and Visibility Designer — Question 8

Get Cloudy Consulting has a custom Contract object that requires Org-Wide Defaults set to Private. The owner of the Contract record will be the Contract Origination Officer, and the Contract record must be shared with a certain Underwriter on a contract-by-contract basis. The Underwriters should only see the Contract records for which they are assigned.
Which recommendation is appropriate for meeting these requirements?

Answer options

• A. Create a master-detail relationship from the Contract to the User object. Contract records will be automatically shared with the Underwriter.
• B. Use criteria-based sharing rules to share the Contract object with the Underwriter based upon the criteria defined in the criteria-based sharing.
• C. Create an Apex Sharing Reason on the Contract object that shares the Contract with the Underwriter based upon the criteria defined in the Sharing Reason.
• D. Create a lookup relationship from the Contract object to the User object. Use a trigger on the Contract object to create the corresponding record in the Contract Share object

Correct answer: B

Explanation

The correct answer is B because criteria-based sharing rules allow for dynamic sharing of records based on specific conditions, which meets the requirement for sharing Contracts with Underwriters on a contract-by-contract basis. Option A is incorrect because a master-detail relationship would not allow for sharing on a case-by-case basis. Option C is not suitable as creating an Apex Sharing Reason requires additional coding and does not directly address the scenario. Option D involves more complexity with triggers and lookup relationships, which isn't necessary for the specified sharing requirements.