Salesforce Admin Certification Practice Test

To transfer ownership of a lead record, what is required of the new owner?

1. Must have Read and Edit access

2. Must have Admin privileges

3. Must have only Read access

4. Must be a user within the same department

The correct answer is: Must have Read and Edit access

The correct choice emphasizes that the new owner of a lead record must possess both Read and Edit access to successfully take ownership of that record. The requirement for Read access ensures that the new owner can view the lead details, which is essential for understanding the context and needs of the lead. Additionally, Edit access is necessary because it allows the user to make changes to the lead record once they have taken ownership, including updating information or following up on the lead's progress. While it may seem intuitive that ownership can be transferred without comprehensive access rights, the dual requirement of Read and Edit access ensures that the individual can not only see the lead but also manage and interact with it effectively. This safeguards the integrity of the lead record, as it prevents users without sufficient permissions from inadvertently altering information or creating confusion around the lead management process. Admin privileges are not necessary for ownership transfer, and simply having Read access would not empower the new owner to make necessary updates. Similarly, being a user within the same department is not a prerequisite for ownership transfer; users from different departments can also take ownership as long as they meet the access requirements.