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By Salesforce · Question Mode

QuestionQ71

Declarative Sharing

To reduce case-resolution time and improve customer satisfaction, Universal Containers (UC) wants to give specialized marketing consultants edit access to Case records for VIP customers. These cases must be visible only to the support rep who owns the case and the marketing consultants.

Which recommendation should a Salesforce architect provide for this scenario?

  • A Case organization-wide default Private, role hierarchy, and Read Only ownership-based sharing rule.
  • B Case organization-wide default Private and Account Team with Read/Edit permission.
  • C Case organization-wide default Public Read Only and Case Team with Read permission.
  • D Case organization-wide default Private and Case Team with Read/Edit permission.
Explanation

A Private Case organization-wide default limits access to the case owner and users granted additional access. Case Teams can add the selected marketing consultants to each relevant case with a Read/Write role, allowing them to edit while keeping unrelated users from viewing the case. Salesforce documents that Case Team roles determine a member’s case access, including Read and Write access.

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