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Sales-Con-201 Consulting Practices Practice Question

A consultant is designing the security model for a financial services client. The client specifies that regional sales managers must only view accounts and opportunities owned by reps in their respective branches, but executive leadership must view all global data. Which standard Salesforce feature satisfies this requirement?

Answer choices

Why each option matters

Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.

Correct answer & explanation

A Role Hierarchy combined with Org-Wide Defaults set to Private for Account and Opportunity.

Role Hierarchies combined with Org-Wide Defaults (OWD) set to Private automatically grant upward visibility to managers.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • Public Groups with manual sharing sharing rules for every single record created.

    Why it's wrong here

    Manual sharing does not scale for regional hierarchy management.

  • A Role Hierarchy combined with Org-Wide Defaults set to Private for Account and Opportunity.

    Why this is correct

    Private OWD restricts lateral visibility, while the Role Hierarchy grants upward visibility automatically to managers and executives.

  • Assigning the 'View All' permission on the Account object to all sales reps.

    Why it's wrong here

    'View All' grants global read access across the entire org, violating regional privacy restrictions.

  • Custom Apex sharing code executed on every record insert without role structures.

    Why it's wrong here

    Apex managed sharing is complex and unnecessary when declarative role hierarchies can achieve the same result.

About these practice questions

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Written and reviewed by Johnson Ajibi, MSc IT Security

Senior Network & Security Engineer · founder of Courseiva

Last reviewed August 2026 · checked against the official Salesforce exam blueprint

This Sales-Con-201 practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the Sales-Con-201 exam.