Salesforce Sharing-and-Visibility-Architect Questions Answers

Programmatic sharing is a way to use Apex code to create or delete sharing rules for records. Programmatic sharing is useful when2:

An external system manages user record access and you need to synchronize the access settings in Salesforce.

The native sharing functionality does not meet your complex or dynamic sharing requirements.

 Enterprise Territory Management is a feature that allows you to assign accounts to territories based on criteria such as geography, industry, revenue, etc. With Enterprise Territory Management, you can1:

Use the Metadata API to create, update, and delete territory models, territories, and account assignments.

Integrate with Collaborative Forecasting to forecast sales revenue by territory.

Assign opportunities to territories based on the account assignment or other criteria.

 To grant the sales managers access to the customer invoices data, the architect should control the invoices object permission on the sales manager’s profile. This will allow the sales managers to view and query the external object records, as long as they have access to the parent account records. Creating a sharing set or a sharing rule will not work, as they are not supported for external objects. Using manual sharing will not work, as it is not available for external objects

The term that describes the situation when you make changes to roles and groups Salesforce locks the entire group membership table is Granular Locking. Granular Locking is a feature that improves the concurrency and performance of sharing operations by locking only the affected nodes in the role or territory hierarchy, instead of locking the entire hierarchy. This allows multiple sharing operations to run in parallel without causing lock contention or blocking each other.