What are two Salesforce recommendations for setting up partner roles in large orgs?
Choose 2 answers
A. Create partner roles in the same branch in your Role Hierarchy
B. Create partner roles in a separate branch in your RoleHierarchy.
C. Grant partner users access to the partner account using a Sharing Rule,
D. Reduce the number of roles to one to improve system performance.
B. Create partner roles in a separate branch in your RoleHierarchy. C. Grant partner users access to the partner account using a Sharing Rule,
Explanation:
Two Salesforce recommendations for setting up partner roles in large orgs
are B and C. Partner roles are roles that are assigned to partner users who access your
Experience Cloud site through a partner account. A partner account is an account that has
the Is Partner checkbox enabled. To set up partner roles, you should create the min a
separate branch in your Role Hierarchy, which allows you to isolate partner data from
internal data and control partner visibility and access. You should also grant partner users
access to the partner account using a Sharing Rule, which allows you to share records
owned by internal users with partner users based on criteria that you define.