To restrict access to background check fields for a nonprofit's volunteers, which configuration is recommended?

Creating a Role for the volunteer manager under the executive director's Role is the recommended configuration to restrict access to background check fields for a nonprofit's volunteers. This approach is effective because Salesforce leverages role hierarchy to control data visibility. By placing the volunteer manager's Role beneath that of the executive director, the volunteer manager inherits access to the records owned by users in roles below theirs in the hierarchy.

This structure allows for clear and secure data management, ensuring that only individuals with the appropriate Roles have access to sensitive information like background check fields. It also enables the nonprofit to maintain a streamlined access management process, as roles can be easily adjusted or removed if staff changes occur.

In contrast, using a Public Group or Sharing Rule could expose sensitive data to users who may not need access, potentially creating security risks. Similarly, a Permission Set is typically used to grant additional access rather than restrict it, thus not aligning with the goal of limiting visibility of background check information specifically. Therefore, establishing Role-based configurations provides a more structured and effective means of controlling access within the organization.