Which of the following is required for the role hierarchy to work? (Choose two options)
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A. B. C. D.Correct Answer: A and B
For the role hierarchy to work, the object should have the grant access using hierarchies enabled in the organization wide default and the record should be owned by a user that have a subordinate role.
Option C is incorrect.
If the grant access using hierarchies is disabled then the role hierarchy cannot be used, and it will not be considered.
Option D is incorrect because the role hierarchy opens up access and the higher role will be able to access his team records, so the record should be owned by a user who has a subordinate role.
Reference:
The role hierarchy is a key feature in Salesforce that allows organizations to control data access based on the user's position in the hierarchy. In order for the role hierarchy to work, the following two requirements must be met:
This means that the organization-wide default sharing setting for the object should be set to "Private" and the "Grant Access Using Hierarchies" checkbox should be selected. This will ensure that record access is determined by the user's position in the role hierarchy.
This means that the user who owns the record should have at least one user who reports to them in the role hierarchy. For example, if the record is owned by a Manager, then there should be at least one user who reports to that Manager in the role hierarchy. This ensures that users with higher roles in the hierarchy can access and see the records owned by their subordinates.
Therefore, options A and B are the correct answers as they fulfill the requirements mentioned above for the role hierarchy to work. Options C and D are incorrect because they either disable the Grant Access Using Hierarchies or do not have a user with a subordinate role to own the record, which will not allow the role hierarchy to function properly.