Salesforce Administrator Certification: Understanding Organization-Wide Defaults and Role Hierarchy

Understanding Organization-Wide Defaults and Role Hierarchy

Question

Universal Container's Salesforce Admin set the organization wide default for the account object to private and the role hierarchy is enabled.

What does this mean? (Choose two options)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C & D

The organization wide default for the account object is set to private so that only the account owner will be able to see the record.

Since the role hierarchy is enabled, the manager of the account owner will be able to see the record as well.

Option A is incorrect because the role hierarchy gives access to the manager record owner, not the manager.

Option B is incorrect because the organization wide default is restrictive, so only the account owner will see his records.

Reference:

Universal Container's Salesforce Admin has set the organization-wide default for the Account object to private, which means that by default, only the account owner can view and edit their own account record. The role hierarchy is enabled, which means that access to records is determined by the user's position in the role hierarchy. The role hierarchy is a representation of the organizational structure that defines reporting relationships and helps determine levels of access.

Based on this information, we can eliminate option A because just enabling the role hierarchy does not grant access to all managers; it only affects the access levels for users based on their position in the hierarchy.

Option B is partially correct; the account owner can see their own record, but it does not necessarily mean that any other account owner can see their record. Each account owner can only view and edit their own record unless they are granted additional access through sharing rules, manual sharing, or the role hierarchy.

Option C is partially correct, but it does not capture the full extent of the role hierarchy. The manager of the account owner can access the record only if they are higher up in the role hierarchy than the account owner. If the manager is at the same level or lower in the role hierarchy, they will not have access to the account record unless access is granted through sharing rules or manual sharing.

Option D is correct. Only the owner of the account can see their own record by default, and other users must be granted additional access through sharing rules, manual sharing, or the role hierarchy.

In summary, when the organization-wide default for the Account object is set to private and the role hierarchy is enabled, access to account records is primarily based on the position of the user in the role hierarchy, but additional access can be granted through sharing rules and manual sharing. By default, only the owner of the account can see their own record.