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Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205) Exam - Topic 2 Question 30 Discussion

Besides their own team accounts, sales managers at Universal Containers need to haveREAD access to all accounts of the same segment in other countries. Role hierarchy wasimplemented accordingly (based on countries), but a sales manager in the US is complainingthat he cannot view account records of the same segment in Canada. What should be doneto grant access in a proper way?
A) Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
B) Change the role hierarchy and put all of the sales managers in the US and Canada in the same role.
C) Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
D) Create a public group and include all accounts of the same segment and grant access through a permission set.
E) Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a company's sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing. https://help.salesforce.com/articleView?id=security_sharing_rule_types.htm&type=5

Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205) Exam - Topic 2 Question 30 Discussion

Actual exam question for Salesforce's Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205) exam
Question #: 30
Topic #: 2
[All Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205) Questions]

Besides their own team accounts, sales managers at Universal Containers need to have

READ access to all accounts of the same segment in other countries. Role hierarchy was

implemented accordingly (based on countries), but a sales manager in the US is complaining

that he cannot view account records of the same segment in Canad

a. What should be done

to grant access in a proper way?

Show Suggested Answer Hide Answer
Suggested Answer: A

by Sue at Feb 09, 2024, 05:44 AM

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Myrtie
9 months ago
Why not just create a public group? Seems easier!
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Franklyn
10 months ago
Owner-based sharing rules are a solid choice too.
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Marjory
10 months ago
Wait, can they really just change the role hierarchy? That seems risky.
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Avery
10 months ago
I think option C makes the most sense!
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Helene
10 months ago
Sounds like they need a sharing rule for sure.
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Annmarie
10 months ago
I vaguely recall something about public groups, but I don't think that's the best solution for this specific access issue.
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Kayleigh
11 months ago
I feel like changing the role hierarchy could complicate things. I’m leaning towards creating a sharing rule instead.
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Merrilee
11 months ago
This seems similar to a practice question we did on segment access. I think criteria-based sharing rules might be the right choice here.
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Jean
11 months ago
I remember studying sharing rules, but I'm not sure if owner-based or criteria-based is better for this scenario.
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Val
11 months ago
Okay, I think I've got it. The criteria-based sharing rule seems like the most straightforward solution to grant access to the accounts with the same segment, regardless of country. That's probably the way to go here.
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Maryann
11 months ago
Ah, I see. The question is specifically asking about granting access in a "proper way," so the owner-based sharing rule option might not be the best fit here. I'll focus on the criteria-based and role hierarchy approaches.
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Tonette
11 months ago
I'm a bit confused on the role hierarchy part. Wouldn't it be better to just put all the sales managers in the same role, rather than trying to manage access through sharing rules?
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Brock
11 months ago
Okay, let's see. The key here is that the sales managers need access to accounts in the same segment, but across different countries. I'm thinking a criteria-based sharing rule might be the way to go.
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Lawrence
11 months ago
Hmm, this seems like a tricky one. I'll need to think carefully about the different sharing options and how they apply to this scenario.
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Tayna
11 months ago
Hmm, I'm a bit unsure about this one. I know the CAN-SPAM Act has something to do with regulating spam, but I'm not totally clear on the specifics.
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Paul
11 months ago
I'm a little unsure about this one. The question is asking if the contextual search feature allows users to see related knowledge articles, catalog items, and resolved incidents/problems. I'll have to think this through carefully.
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Serina
11 months ago
The answer is clearly B - transforming data and application architectures to align with business architecture. That's the core of IT-business alignment.
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Tammi
2 years ago
Actually, creating a public group and using a permission set could be more efficient.
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Kathrine
2 years ago
I believe creating criteria-based sharing rules might work better.
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Roslyn
2 years ago
But wouldn't changing the role hierarchy be a simpler solution?
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Evette
2 years ago
I think we should create an owner-based sharing rule to grant access.
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Mozelle
2 years ago
Wait, is this a trick question? I bet the real answer is hidden in that 'owner-based sharing' explanation at the end. That's some next-level Salesforce knowledge right there!
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Hyun
2 years ago
C) Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
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Jeannetta
2 years ago
E) Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a company's sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing.
upvoted 0 times
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Jeannine
2 years ago
A) Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
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Chandra
2 years ago
Actually, creating a public group and using a permission set could be more efficient.
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Eloisa
2 years ago
I believe creating criteria-based sharing rules might work better.
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Xochitl
2 years ago
Option D sounds like a good idea. Public groups are a nice way to organize and manage access without too much hassle.
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Azalee
2 years ago
Creating owner-based sharing rules could also work well in this situation. It allows for more specific access control based on ownership.
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Amber
2 years ago
Option D sounds like a good idea. Public groups are a nice way to organize and manage access without too much hassle.
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Kerrie
2 years ago
But wouldn't changing the role hierarchy be a simpler solution?
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Amber
2 years ago
Haha, the US manager must be feeling pretty left out. I'd go with option B and put all the sales managers in the same role. Keep it simple, you know?
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Eloisa
2 years ago
I'm leaning towards option A. Owner-based sharing rules might be a bit more flexible and easier to manage in the long run.
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Cora
2 years ago
Let's go with option A then, it seems to be the consensus choice.
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Valentin
2 years ago
I think option A is still the most straightforward solution.
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Carin
2 years ago
That's true, creating criteria-based sharing rules could also work.
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Louann
2 years ago
It could, but it might not be as efficient as using owner-based sharing rules.
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Viki
2 years ago
But wouldn't changing the role hierarchy also solve the issue?
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Dorothy
2 years ago
Owner-based sharing rules do provide flexibility and are easier to manage.
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Wei
2 years ago
I agree, option A seems like the best choice for this situation.
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Dick
2 years ago
Hmm, I think option C is the way to go. Criteria-based sharing rules seem like the most straightforward solution to grant access to the same segment accounts across different countries.
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Paz
2 years ago
I think we should create an owner-based sharing rule to grant access.
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