Salesforce App Builder Practice Exam

Sharing access to records in Salesforce is primarily done through the configuration of sharing settings, which includes organization-wide defaults and roles. This approach allows administrators to set the baseline level of access for all records in the system and then fine-tune access through roles that define how users see each other within the organizational hierarchy.

When organization-wide defaults are configured, they determine the default access level for all records of a given object. For example, if the default setting is 'Private,' users will only have access to records they own unless additional sharing rules or role hierarchies are applied. Roles further refine access by allowing users higher up in the role hierarchy to see records owned by users lower down. This hierarchical structure ensures that managers can view the records of their subordinates while still respecting the privacy needs of the organization.

This method is vital for maintaining security while still allowing necessary access to information among users, which is fundamental in collaborative environments like Salesforce. Other options such as configuring custom fields, assigning users to specific teams, or creating additional user licenses do not inherently address record sharing on their own. Custom fields are more about the data attributes of records, team assignments pertain to collaboration without tying to access control at the record level, and user licenses determine the type of Salesforce