What Happens If a User Has Access to a Parent Account?

B

In the given scenario, the organization-wide default setting for Account is set to private, which means that by default, users do not have access to other users' Account records. However, a Sales Rep at Cloud Kicks has a requirement to access all child Accounts of the Accounts they own.

If a user has access to a parent Account, it has implications on the access to child Account records. The correct answer is C. Access can be granted by setting up a sharing rule via Account Hierarchy.

When a user has access to a parent Account, Salesforce provides a feature called "Account Hierarchy" which allows for automatic sharing of child Account records. This means that if a user has access to a parent Account, they will also have access to all the child Account records associated with it.

To accomplish this, you can set up a sharing rule based on the Account Hierarchy. Sharing rules are used to extend record access to specific users or groups of users. In this case, the sharing rule can be configured to grant access to child Account records to the Sales Rep based on their ownership of the parent Account.

By setting up a sharing rule via Account Hierarchy, the Sales Rep will automatically gain access to all child Account records without the need for manual intervention or additional access configuration. This ensures that the Sales Rep can fulfill their requirement of accessing all child Accounts associated with the Accounts they own.

Option A (Access to child Account will need to be manually added) is incorrect because the requirement states that the Sales Rep should have access to child Accounts automatically, without the need for manual intervention.

Option B (The user will have access to child Account records) is also incorrect because simply having access to the parent Account does not automatically grant access to child Account records. Access to child Accounts needs to be specifically granted using sharing rules.

Option D (The user will have access to all Accounts if "Grant Access using Hierarchies" is enabled) is incorrect because enabling "Grant Access using Hierarchies" does not automatically grant access to all child Account records. It only allows access to parent records in the hierarchy, but child Account access still needs to be granted explicitly through sharing rules.

Therefore, the correct answer is C. Access can be granted by setting up a sharing rule via Account Hierarchy.