An admin wants users in Role A to share their Account records with users in Role B, who are in a different branch of the hierarchy. Which feature should be used?

Question

Salesforce Admin — Hard

An admin wants users in Role A to share their Account records with users in Role B, who are in a different branch of the hierarchy. Which feature should be used?

Accepted Answer

Owner-Based Sharing Rules allow admins to share records based on the owner's role, making it ideal for sharing Account records between different roles. This feature enables Role A to share records with Role B, despite being in different branches. Manual Sharing is impractical for large datasets, while Role Hierarchy only grants access down the hierarchy. Criteria-Based Sharing Rules are based on specific conditions, not roles.