Question

Universal Containers has the following requirements: A custom Loan object requires Org-Wide Defaults set to Private. The owner of the Loan record will be the Loan Origination Officer. The Loan record must be shared with a specific Underwriter on a loan-by-loan basis. The Underwriters should only see the Loan records for which they are assigned. What should the Architect recommend to meet these requirements?

Accepted Answer

Create a lookup relationship from the Loan object to the User object. Use a trigger on the Loan object to create the corresponding record in the Loan share object

Answer

Use criteria-based sharing rules to share the Loan object with the Underwriter based upon the criteria defined in the criteria-based sharing

Answer

Create a master-detail relationship from the Loan to the User object. Loan records will be automatically shared with the Underwriter

Answer

Create an Apex Sharing Reason on the Loan object that shares the Loan with the Underwriter based upon the criteria defined in the Sharing Reason

Universal Containers has the following requirements: A custom Loan object requires Org-Wide Defaults set to Private. The owner of the Loan record…

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