Which solution should the consultant recommend when CK sets up the new account process?

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.

Which solution should the consultant recommend when CK sets up the new account process?
A . Place the user in 4 separate role at the highest level! of the role hierarchy.
B . Assign the Modify All Data permission to the user.
C . Add the user to a separate role at the lowest level of the role hierarchy.

View Answer

Answer: C

Explanation:

When assigning a large number of records to a single user, as in the case of routing unassigned accounts for manual review, it’s best to place that user at the lowest level of the role hierarchy. This configuration ensures that the user has access only to records they directly manage or need to review, minimizing unnecessary data visibility and reducing security risks. Placing the user at the lowest level in the hierarchy helps maintain data integrity and provides clear lines of record ownership.

For additional guidance on role hierarchy best practices, see: Salesforce Role Hierarchy and Sharing.