Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to...

The requirement cuts horizontally across a role hierarchy that is intentionally organized by country, so the solution belongs in the sharing-rule layer rather than in a redesign of the hierarchy. A sharing rule can open the relevant Accounts to sales managers in other countries without collapsing distinct regional roles. Among the supplied choices, the owner-based sharing-rule option represents the correct architectural family. If the business condition is literally based on an Account Segment field, a criteria-based sharing rule would be the more precise Salesforce mechanism because criteria-based rules select records by field values whereas owner-based rules select records by the owner ' s role or group. A permission set cannot grant access to selected Account records, and a public group contains users rather than Account records. Putting U.S. and Canadian managers in the same role would not cause peers to inherit one another ' s records and would distort the hierarchy ' s organizational meaning. Study Guide reference: Access to Records - cross-hierarchy sharing, owner-based versus criteria-based rules, roles, public groups, and record-level access.