Question 1
A financial services firm is launching a Partner Central Experience Cloud site for its independent financial advisors. A key requirement is that advisors must be able to see and collaborate on Opportunity records owned by other advisors who work for the same parent financial institution (Account). However, they should not see Opportunities from advisors at different institutions. The Opportunity OWD is set to Private. How should the consultant configure the sharing model to meet this requirement?
Answer and explanation
Correct answer: B
External Account Hierarchies are specifically designed for this use case. When enabled, they create a role hierarchy for external users based on their parent accounts, allowing users in higher roles (or the same role) within the same account hierarchy to access records owned by users below them. This meets the requirement without custom sharing rules or sets, which are less suitable for role-based record access among partners.