A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account is Private.
What happens if a sales rep has access to a parent account?
A.
Access to child account records is granted via the Account Hierarchy.
B.
Access to child account records needs to be shared manually,
C.
Access to child account records is controlled by default Account Teams.
In Salesforce, if the organization-wide default for Accounts is set to Private, access to child accounts is not automatically granted based on parent account ownership. As a result, manual sharing rules or sharing through Account Teams or role hierarchies must be used to extend access to child accounts. The Account Hierarchy itself does not provide automatic access to child records.
Account Teams can provide access but only if configured to include child accounts. Since the OWD is Private, manual sharing is the primary method to ensure appropriate access.
Salesforce Documentation References:
Account Hierarchy and Sharing
Manual Account Sharing
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