Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients.

Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
A . Grant users access to the Financial Account object with permission set
B . Change Organization-wide Defaults (OWD) sharing on the ‘Financial Accounts* object to Private’.
C . Change Organization-wide Defaults (OWD) sharing on the ‘Person Accounts" object to ‘Controlled by Parent.
D . Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts’ object to Public Read/Write’.

View Answer

Answer: A, B

Explanation:

To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the

Admin should take the following steps:

Grant users access to the Financial Account object with permission set, which is a collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.

Change Organization-wide Defaults (OWD) sharing on the ‘Financial Accounts’ object to Private’, which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the ‘Financial Accounts’ object to Private’, the Admin can ensure that only the record owners and users above them in the role hierarchy can view the Financial Accounts.

Verified Reference: 1