Access to Records39% of the exam

Controlled by Parent, master-detail and implicit sharing

How a master-detail relationship makes a detail object's access follow its master (and what the detail loses), how junction objects need access to both masters, when a lookup can be converted, and what built-in implicit sharing gives between accounts and their contacts, opportunities, cases, orders and contracts.

Official exam objective
Given a set of conditions, determine the correct object relationships that support record access sharing requirements.

~8 min read · 13 practice questions ·

What the exam expects

  • Choose master-detail or lookup from how a child's access, ownership and deletion must behave.
  • Predict who can view or change detail and junction records from master access and the Sharing Setting.
  • Know what a detail loses (owner, sharing rules, manual sharing, queues) and when a lookup converts.
  • Predict implicit parent and child access between accounts and their contacts, opportunities, cases, orders and contracts.
  • Recognise that implicit sharing is standard relationships only and can't be configured.

Key terms: master-detail (a relationship where the detail inherits security from the master); Controlled by Parent (the default that makes access follow the parent record); Sharing Setting (the master access, Read Only or Read/Write, needed to change a detail); junction object (a detail with two masters, modelling many-to-many); implicit sharing (built-in access between an account and its standard child records).

Key facts

Detail sharing
Detail
No sharing rules, manual sharing or queues
Edit a detail
Detail
Read or read/write on the master, per Sharing Setting
Junction read
Detail
Read access to both masters
Lookup to master-detail
Detail
Every record needs a value; default becomes Controlled by Parent
Limits
Detail
2 master-detail per object, 3 custom detail levels; 10,000 children best practice
Implicit sharing scope
Detail
Standard relationships only
View All on child
Detail
Doesn't give parent account access
Sources for this section (4)
  • Why can't an admin create a queue for a custom object on the detail side of a master-detail relationship?
  • When does access to a contact give a user Read Only access to its Private parent account?
  • What happens to a former detail object's default when its master-detail is converted to a lookup?
  • Why can't a user transfer an opportunity to a rep who can't see its account?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

Keep reading with the Platform Sharing and Visibility Architect pack

  • Core concepts
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The pack includes:

  • All 21 lessons of the Platform Sharing and Visibility Architect guide, with reading progress
  • Interactive decision walks and step-by-step sequence steppers
  • Inline practice questions and one-click topic practice (13 questions for this lesson)
  • An official source cited for every claim
  • An AI tutor that answers from the guide
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Practice for the Platform Sharing and Visibility Architect exam