Explore the reasons why Universal Containers sales managers cannot access their teams’ Shipment records, despite correct role hierarchy configurations, and discover the solution.
Table of Contents
Question
Universal Containers (UC) sales managers are complaining that they cannot access their teams’ Shipment records (a custom object). Initially, the admin suggested that this is happening due to misconfigured role hierarchy (Shipment OWD is Private). After investigation, they determined the role hierarchy for these users is correct.
What can be the reason why Universal Containers sales managers are not able to see Shipment records?
A. Sales managers have only the Read permission on the Shipment object and should not be able to edit their team records.
B. Ownership-based sharing rule for Shipment was incorrectly disabled by the Salesforce admin.
C. Role hierarchy implicit sharing was incorrectly disabled by the Salesforce admin.
D. The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the Salesforce admin.
Answer
D. The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the Salesforce admin.
Explanation
When the Organization-Wide Default (OWD) for a custom object like Shipment is set to Private, users can only access records they own. However, role hierarchy implicit sharing allows managers to access their subordinates’ records. This is controlled by the “Grant Access Using Hierarchies” option in the object’s Sharing Settings.
If this option is disabled, managers will not have access to their subordinates’ records, even with a correctly configured role hierarchy. Therefore, the most likely reason Universal Containers sales managers cannot see their teams’ Shipment records is that the Salesforce admin incorrectly disabled the “Grant Access Using Hierarchies” option on the Shipment object’s Sharing Settings.
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