What will be affected when the owner of a record is changed within Salesforce? (Choose 2 options)
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A. B. C. D.Correct Answer: A and C
When changing the owner of a record the sharing rules and manual sharing will be affected.
What happens for sharing rule is that all ownership-based sharing rules for the records are then recalculated based on the new owner role and all the manual sharing is removed from the records that were transferred.
Option B is incorrect because changing the owner record will not impact the role hierarchy.
But changing the owner role may impact the records the user can view based on where he/she is added within the hierarchy.
Option D is incorrect because permission sets are not related to the record owner.
It is used for setting up permission on a certain object.
References:
When the owner of a record is changed within Salesforce, it can affect the following two options:
A. Sharing Rules: Sharing rules are set up to grant access to records based on certain criteria, such as record ownership. When the ownership of a record changes, the sharing rules may need to be updated to ensure that the new owner has the appropriate level of access to the record.
For example, let's say a record is owned by a user who is a member of a particular role in the organization's hierarchy. If the ownership of the record is changed to a user who is not a member of that role, the sharing rules may need to be updated to ensure that the new owner still has access to the record based on their role or other criteria.
B. Role Hierarchy: The role hierarchy is a way of organizing users in an organization based on their job function or level of authority. The hierarchy determines the level of access that users have to records owned by users below them in the hierarchy. When the ownership of a record changes, it can affect the user's position in the hierarchy, and therefore their level of access to records owned by other users.
For example, if a user is promoted to a higher role in the hierarchy, they may gain access to records owned by users lower in the hierarchy. Conversely, if a user is demoted or their job function changes, they may lose access to records owned by users higher in the hierarchy.
C. Manual Sharing: Manual sharing allows users to share records with other users or groups on a one-off basis. When the ownership of a record changes, any manual sharing that was previously set up for that record may need to be updated to ensure that the new owner has access to the shared record.
D. Permission Sets: Permission sets are collections of permissions that can be assigned to users to grant additional access to specific features or functionality. Changing the ownership of a record does not typically affect permission sets, as they are assigned to individual users rather than records. However, it is possible that a user's permission set may need to be updated if their job function or level of authority changes as a result of the ownership change.