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What should an architect recommend to make sure that users that gained access to a custom object record through Apex managed sharing do not lose access to it when its owner is changed?
An architect has a requirement to create a criteria-based sharing rule based on the customer Social Security Number. However, when setting up the rule in Contact Sharing, the field is not shown on the list of available fields.
What is causing this issue?
Universal Containers would like to control access to records and objects according to the following business requirements: Sales users can view all account records but only edit their own records. Sales managers can view all account records but only edit records of their team. Service users can view all account records that are not marked with a RecordType of Prospect.
Which organization-wide default configuration should an architect recommend to fulfill these requirements?
A support representative at Universal Containers created a report to view all her open cases that have been created in the past 7 days and saved the report in the “Private Reports” folder.
Who can view and run the report?
A custom Invoice object has been created with a master-detail relationship to Account. The accounts receivable (AR) team needs access to invoice records. AR users neither own nor have access to account records. The Account organization-wide default is set to Private. The AR team is unable to find invoices in list views, reports, and Global Search. The architect has been asked to help troubleshoot.
What is preventing AR team members from seeing invoices?
Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.
How is this accomplished?
At Universal Containers, there’s a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?
Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?
Universal Containers’ organization wide-defaults model is Private for the Account object. A sales rep owns two opportunities in one Account. The Sales Rep profile has Create/Edit access to opportunity records.
Which level of access will the sales rep have to the related Account record?
Dreamforce presenters need to be able to edit their presentation details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junction object between Presenter and User.
How can this be accomplished?
To grant Universal Containers sales managers access to shipment records properly, it was necessary to leverage Apex managed sharing. The IT team is worried about improper access to records.
What should an architect recommend to mitigate this risk?
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
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Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.
What should be configured to grant agents access to different distributor accounts?
At Universal Containers, there’s a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?
In order to allow community users to collaborate on Opportunities, which license type must the users be given?
A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
Who can view a PDF that is uploaded to the Files Home private library by a user?
Universal Containers (UC) uses a custom Lightning component with an Apex class to display shipment information (custom object, Private organization-wide default). UC sales managers are complaining about two important points: Shipment records that belong to their teams can be seen by other users. Shipment amount should be visible only by managers, but sales reps are able to view it.
Which feature did the development team miss that is causing the problems?
The corporate identity and access team needs to audit User setup in the Salesforce org.
Which permission should be granted to this team so they can perform their audit?
The sales managers at Universal Containers requested their teams to define each user’s role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. No access to deals related to the accounts. The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is Private and no sharing rules are configured on the Account object, how should an architect achieve these requirements?
Mary is Joe’s manager in the Role Hierarchy. The organization-wide default for a custom Invoice object is Public Read-Only, and Mary’s profile is not granted the Read permission for the Invoice object.
Which action can Mary take on Joe’s invoice records?
Universal Containers (UC) is in a legal dispute regarding several orders. UC has found out these records were removed from the system. The VP of Sales has asked to ensure this cannot happen in the future.
Which approach should meet this requirement?
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Log In / Sign UpUniversal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?