ADM-201: Salesforce Certified Platform AdministratorDemo

By Salesforce · Question Mode

QuestionQ1375

Security and Access

Following a recent restructure of its Sales Department, Ursa Major Solar is experiencing records being omitted from the new Opportunity Report.

Which three questions should the Administrator ask to investigate this issue?

Choose three
  • A Do owners of all records have Roles and correct Territory Assignments?
  • B Do the records the sales managers expect to see match the filter criteria?
  • C Are records currently being shared with the sales manager?
  • D Have the owners of the records been frozen?
  • E Did the sales manager start from a copy or clone of an existing report?
Explanation

Opportunity report rows depend on both the report’s filter criteria and the running sales manager’s access to the underlying records. Role hierarchy placement, territory assignments, and sharing can change a manager’s access after a sales reorganization; Salesforce roles and territories can grant access to records and reportable data. The expected records must also meet the report filters to appear.

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