Salesforce Administrator Certification Question: Configuration and Setup – Salesforce Sharing Model

This question is focused on the Salesforce Administrator Certification Exam. It tests your knowledge on your knowledge of the “Configuration and Setup” Section, specifically the “Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model.” objective.

Question:

Amanda is a Account Manager for Leafy Greens and is working with a particularly difficult Account. She needs assistance from other Salesforce Users however the Salesforce Org utilizes a private sharing model. How can other Users be granted access to the Account, its Opportunities and its Cases?

Manually Share the Account and its Cases and Opportunities

Incorrect

This would require more work than necessary

Create a Sharing Rule to share the Account, its Cases and its Opportunities

Incorrect

Sharing Rules would not be the best solution to this problem as Amanda only wants to share a single Account and its Cases and Opportunities.

Add the additional Salesforce Users as Account Team Members

Correct

This will allow Amanda to grant access to the Account, its Cases and Opportunities in one go.

Enable Grant Access Using Hierarchies

Incorrect

This will not impact sharing the Account, its Cases and Opportunities unless the other Salesforce Users are below Amanda in the Role Hierarchy.

Answer:

Add the additional Salesforce Users as Account Team Members. When configuring Account Teams you can grant access to the Accounts Cases, and Opportunities at the same time while also controlling the level of access they are given (Read vs Read/Write).

Please see the images below.