Access to Converted Records under Private Sharing Model | Salesforce

D

In this scenario, a lead sharing rule has been defined to share leads owned by the record owner with a public group called "Sales team." The question asks about the access to the records when the lead is converted to an account, contact, and opportunity, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for them.

In Salesforce, a private sharing model restricts access to records, and access can be granted through various mechanisms such as organization-wide defaults, role hierarchy, sharing rules, manual sharing, and team sharing. Let's analyze the given options to determine who will have access to the converted records:

A. The record owner, all members of the public group called "Sales team," and anyone above any group member in the role hierarchy will be able to access the three records.

This option suggests that both the record owner, all members of the public group, and anyone above any group member in the role hierarchy will have access to the converted records. This is incorrect because the role hierarchy is not mentioned in the question, and assuming there are no sharing rules defined for the objects, the role hierarchy won't grant access.

B. The record owner, all members of the public group, and a group called "Sales team" will be able to access the three records.

This option suggests that the record owner, all members of the public group, and a group called "Sales team" will have access to the converted records. This is the correct answer based on the information provided. The lead sharing rule ensures that the leads owned by the record owner are shared with the public group called "Sales team." When the lead is converted, the resulting account, contact, and opportunity will inherit the sharing settings from the original lead. Therefore, the record owner, all members of the public group, and the specific group called "Sales team" will have access to the converted records.

C. The record owner will be the only person who is able to access the account, contact, and opportunity records.

This option is incorrect because it contradicts the information provided. The lead sharing rule ensures that the leads owned by the record owner are shared with the public group called "Sales team," so it is not limited to just the record owner.

D. The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.

This option is incorrect because the role hierarchy is not mentioned in the question, and assuming there are no sharing rules defined for the objects, the role hierarchy won't grant access. Therefore, access will not be granted to anyone above the record owner in the role hierarchy.

Based on the analysis, the correct answer is B. The record owner, all members of the public group, and a group called "Sales team" will be able to access the converted account, contact, and opportunity records.