Sharing Button on Account and Opportunity Records | Salesforce Exam ADX-201

Who can select the "sharing" button on Account and Opportunity records?

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Question

Who can select the "sharing" button on Account and Opportunity records?

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Explanations

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A. B. C. D.

C.

In Salesforce Lightning Experience, the "sharing" button on Account and Opportunity records allows users to share the record with other users or groups, and define the level of access that they should have. The question asks which users can select this button, and provides four answer options. Let's examine each one in more detail:

A. The Record Owner, System Administrator, and a User shared to the record This option includes three types of users who can select the sharing button:

  • The Record Owner: This is the user who created the record or was assigned as the owner. They have full access to the record and can change its sharing settings.
  • System Administrator: This is a user with the highest level of access in Salesforce. They have full access to all records and can change their sharing settings.
  • A User shared to the record: This refers to any user who has been granted access to the record by the record owner or another user with sufficient permissions. If a user has been shared to the record, they can also select the sharing button and modify the sharing settings.

B. The Record Owner, a User shared to the record, and any User above the Record Owner in the Role Hierarchy This option includes three types of users who can select the sharing button:

  • The Record Owner: As described above.
  • A User shared to the record: As described above.
  • Any User above the Record Owner in the Role Hierarchy: The Role Hierarchy is a feature in Salesforce that allows users to see and access records owned by or shared with users below them in the hierarchy. If a user is above the Record Owner in the Role Hierarchy, they can also select the sharing button and modify the sharing settings.

C. The Record Owner, a User above the Record Owner, and the System Administrator This option includes three types of users who can select the sharing button:

  • The Record Owner: As described above.
  • A User above the Record Owner: This is similar to the "any User above the Record Owner in the Role Hierarchy" option described above, but it does not specify that the user must be in the Role Hierarchy. Instead, any user who has been granted higher-level access to the record can select the sharing button and modify the sharing settings.
  • The System Administrator: As described above.

D. The Record Owner and System Administrator This option includes two types of users who can select the sharing button:

  • The Record Owner: As described above.
  • The System Administrator: As described above.

Based on the above analysis, we can see that option A is the most inclusive and therefore the correct answer. Option B is also partially correct, but it excludes the System Administrator as a user who can select the sharing button. Option C is incorrect because it includes "a User above the Record Owner" without specifying that it must be a user who has been granted higher-level access to the record. Option D is the most restrictive and therefore incorrect.