To restrict visibility of customer assist records between business units (sales users), the best approach involves configuring:
Record-level security (via sharing rules or Apex-managed sharing)
Apex Triggers if complex, dynamic visibility rules are needed
Dynamic Forms (Option D) control page layout behavior (UI visibility), but not record-level access. Therefore, the correct answer is:
A. Use Apex Trigger — ✅ With Apex, complex logic can be written to dynamically adjust record access, such as removing sharing based on business group or role hierarchy.
Incorrect Options:
B. Lightning Flow and C. Process Builder are for automation, not security enforcement.
D. Dynamic Form only manages field visibility, not record access.
Reference Extracts from Salesforce Help Documentation:
“To implement custom sharing logic based on business criteria, use Apex-managed sharing in a trigger or class.”
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