During a project ' s design phase, a consultant must provide an Agentforce Financial Services solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?
A.
Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
B.
Activities related to an Opportunity provide independent sharing, so call details for an Opportunity record will not automatically be shared up the hierarchy.
C.
Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
D.
In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can ' t be turned off.
E.
Role Hierarchy-based sharing is disabled by default in CDS.
Compliant Data Sharing is an additive record-access mechanism. Administrators can enable it for supported objects such as Account and Opportunity, while administrators and compliance managers configure participant roles and their associated access levels. Salesforce documents Account Participant and Opportunity Participant as CDS junction objects and describes administrators and compliance managers as responsible for configuring compliant sharing.
Participant Roles grant additional record access but do not override or remove access supplied through Salesforce ' s other sharing mechanisms. Salesforce states that CDS adds to other sharing settings, including role-hierarchy access, and cannot remove access a user already possesses through another sharing feature.
For standard objects such as Opportunity, Grant Access Using Hierarchies remains enabled and cannot be disabled through normal Organization-Wide Default configuration. Users above the owner therefore retain hierarchy-derived access. This makes option D correct and option E incorrect.
Activities do not universally maintain independent access from their related Opportunity. Salesforce activity access can be configured as Controlled by Parent, in which case access to the related Opportunity directly influences activity access. Therefore, option B ' s broad assertion of independent sharing is not a valid CDS principle.
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