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Which of the following is not a method to share records?

Option 1: Role hierarchy
Option 2: Sharing rules
Option 3: Profile settings
Option 4: Manual sharing

1 Answer

3 votes

Final answer:

The method not used to share records is Profile settings. This is because profiles control access to objects and fields, not the sharing of individual records. The other methods listed, Role hierarchy, Sharing rules, and Manual sharing, are all valid ways to share records in a CRM system.

Step-by-step explanation:

The method that is not used to share records is Profile settings. In the context of customer relationship management (CRM) systems like Salesforce, record sharing is an important aspect of data accessibility and security. Let's go over each sharing method:

  • Role hierarchy: The role hierarchy in CRM allows users higher in the hierarchy to access records owned by users below them.
  • Sharing rules: These are specific rules set up to share records with certain users or groups based on criteria like ownership or record type.
  • Profile settings: Profiles determine what standard and custom objects a user can access, but they do not share individual records.
  • Manual sharing: This allows record owners or users with certain permissions to manually share a record with specific users or groups.

Therefore, the correct answer is Option 3: Profile settings. Profiles are about access to types of data, rather than sharing specific records.

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