The Undergraduate Advising department plans to implement Student Success Hub and Pathways in a new org. The system admin wants to use the recommended setup for external users.
Which security setting should the consultant configure?
A. Create an Account sharing rule to provide Read access based on record type.
B. Create a Program Plan sharing rule to provide Read access based on record type.
C. Change the default Program Plan sharing setting to Private.
B. Create a Program Plan sharing rule to provide Read access based on record type.
Explanation:
When implementing Student Success Hub and Pathways, external users (such as students accessing through Experience Cloud) need read access to Program Plans so they can explore degree requirements and build personal academic pathways.
The recommended approach is to:
- Keep the Program Plan object’s default sharing setting as Private to maintain data security
- Create a sharing rule that grants Read access to external users based on the Program Plan’s record type (e.g., Undergraduate, Graduate)
This ensures only the appropriate Program Plans are visible to the right users, while maintaining control over sensitive academic data.
Why the other options don’t fit:
- A. Account sharing rule: Not relevant—Accounts aren’t used to control access to Program Plans in this context
- C. Change the default Program Plan sharing setting to Private: This is already the default and doesn’t grant access—it needs to be paired with a sharing rule