Opportunity Record Access without Sharing Rule | Salesforce CRT101 Exam

Share Opportunity Records to Users | Salesforce Administrator Exam

Question

Universal Container's Salesforce Admin wants to share one of the opportunity records to one of the users without the need of creating sharing rule to do so.

Which of the following would work to provide the user access to the opportunity record?

Answers

Explanations

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A. B. C. D.

Correct Answer: C

Sharing a record with only one user can be used through manual sharing.

You don't need to create any sharing rule for it.

Manual sharing can be done through the manual sharing button which is called Sharing on the record page.

Salesforce Admin needs to add this button on the page layout so that users can be able to use it.

The button will only show if the organization button default is restricted to anything that is more than public read write.

Option A is incorrect because the permission set cannot provide access to a record with only one user.

Option B is incorrect because sharing rules is not required since it is only one record.

Option D is incorrect because field level security is used to restrict access to a field.

Reference:

Option A: Permission set A permission set is a collection of settings and permissions that can be assigned to a user to grant additional access to specific features or data. However, permission sets do not provide record-level access, so it cannot be used to share an individual record.

Option B: Sharing rules Sharing rules are used to extend the organization-wide defaults to give access to certain users or groups based on specific criteria. They allow the organization to open up access to a record or a group of records based on specific conditions. However, the question explicitly asks for a solution that does not involve creating a sharing rule.

Option C: Manual sharing Manual sharing allows a record owner or someone with the “Modify All Data” permission to share an individual record with another user or group of users. This can be done by clicking on the “Sharing” button on the record detail page and then adding the user or group to the sharing list. This option could work in this scenario if the admin wants to share just one record, as it provides record-level access without creating a sharing rule.

Option D: Field level security Field level security is used to restrict access to certain fields on a record for certain profiles or permission sets. It does not provide record-level access, so it cannot be used to share an individual record.

Therefore, the correct answer to the question is C. Manual sharing.