Salesforce Admin Certification Practice Test

When transferring a Customer Portal account, which condition must be met?

1. The new owner must be in a higher role

2. Ownership can only be transferred within the same role

3. Only admin users can perform transfers

4. Must have "Manage External Users" permission

The correct answer is: Ownership can only be transferred within the same role

In the context of transferring a Customer Portal account, the condition that must be met is that ownership can only be transferred within the same role. This specification is rooted in Salesforce’s security model, which dictates that user roles determine visibility and access to data. Transferring an account outside of the current role would potentially violate visibility rules, as users in different roles may have different levels of access to the same data. Ensuring that ownership is maintained within the same role helps to preserve the specific access rights that users require based on their role in the organization. This restriction helps maintain the integrity of shared data and consistently applies role-based security protocols. Understanding this helps clarify the larger picture of user management and security in Salesforce, ensuring that admins are aware of the implications of data visibility when facilitating account ownership changes.