A support representative at Universal Containers created a report to view all her open cases that have been created in the past seven days and saved the report in the “Private Reports” folder.
Who can view and run the report?
AThe report owner and users with the View All Data permission.
BThe report owner and any users who have been given access to the “My Private Reports” folder.
What advanced tool can Salesforce enable for large-scale role hierarchy realignments?
ASet external organization-wide default to public read only
BGranular locking
CPartitioning by Divisions
DSkinny Table Indexing
Universal Containers (UC) has implemented Customer Community with customer community licenses for their customers. UC requested that any record owned by its customers should be accessible by UC users in the customer support role.
How can an Architect configure the system to support the requirements?
ASharing Set
BShare Group
CApex Sharing
DSharing Rule
Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?
ASearching for internal users.
BSearching for other external users.
CUpdating their user profile.
Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities. These list views should only be available to certain executives who specialize in closing problematic deals.
What should UC do to solve this requirement?
AShare the list views with the appropriate role in the Role Hierarchy.
BShare the list views with the appropriate Public Group.
CShare the list views with the appropriate individual users.
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Performance
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Performance
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Programmatic Sharing
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Universal Containers uses 75,000 distributors that have close to 1 million total users. Distributors need to use the community to see closing opportunities assigned to their distributor for delivery.
What license recommendation will meet distributor needs?
ACustomer Community
BCustomer Community Plus
CSales Cloud
DPartner Community
Universal Containers (UC) service reps are assigned to a profile which has “View All” in Case object (Private OWD).
To make sure service reps have access to all relevant information to attend to customer requests, which two details should a Salesforce Architect consider? (Choose two.)
AService reps will NOT be able to access all UC Contact records if they are Controlled by Parent.
BService reps will be able to access all UC Account records due to Implicit Sharing.
CService reps will NOT be able to access all UC Account records because Account OWD is private.
DService reps will be able to access all UC Contact records if they are Controlled by Parent.
Universal Containers is planning to pilot a new application to a small set of Sales Reps.
What is the optimal way to grant only those Sales Reps access to the new functionality, while hiding the legacy functionality?
AClone the Sales Rep profile, adjust settings, and assign the pilot users the new profile.
BRevoke access to legacy functions in the Sales Rep profile and create a permission set for the new functionality.
CCreate new user records for the pilot user that they will use for the pilot.
DCreate a permission set to grant access to the new functionality and hide the old functionality.
Universal Containers (UC) has implemented Service Cloud. There is a flag field on the case object that marks a case as (Sensitive). UC requested that this flag can be viewed by all users who have access to the case but only be edited by the assigned case assessor. The case assessor is a lookup field on the case object.
How can an architect achieve this requirement?
APermission set
BCustom lightning component
CObject permissions
DField-level security
If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
AUse Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
BCreate a Criteria Based Sharing Rule that shares to the Corporate Legal Team Role when the “legal assistance needed?” field is checked.
CCreate a Criteria Based Sharing Rule that shares to the Legal Public Group when the “legal assistance needed?” field is checked.
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?
ATrigger on Case to lookup and share to the manager of an Assigned Agent custom field (the subject of the complaint) using Apex Managed Sharing.
BCriteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank.
CCase is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permissions are removed on Case so the agent cannot read the case record.
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?
APublic Read/Transfer
BPublic Read/Write
CPrivate
At Universal Containers, Accounts and Contacts are normally visible to all employees, and Proposals (custom object) are visible to the Account owner and managers. However, some Proposals are considered confidential and are managed by a Strategic Proposals team. These Proposals should not be visible to anyone in the Sales group other than the owner and the strategic team.
How should the architect design for this requirement?
AProposal Owner set to the Strategic Deals Team Queue and set the Account relationship to Master-Detail.
BProposal Owner set to the Strategic Deals Team Queue and create an owner-based sharing rule to grant visibility to the Account owner.
CDisable Grant Access Using Hierarchies and set a Criteria-Based Sharing rule for Strategic Deals team.
DDisable Grant Access Using Hierarchies and set an Owner-Based Sharing rule for Strategic Deals team.
Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.
What organization-wide default (OWD) approach should be recommended to help UC implement these requirements?
AImplement a Public Read Only/Transfer OWD on Lead.
BImplement a Private OWD on Lead.
CImplement a Public Read/Write OWD on Lead.
DImplement a Public Read Only OWD on Lead.
Universal Containers (UC) is a non-profit organization and has over 20,000,000 members (donors). The company decided to assign those accounts to Donations Reps based on their regions. Donations Reps ended up owning over 50,000 donors each.
The donation reps started to see significant degradation of the system performance.
What could be the reason for this problem?
AThe Donations Reps access to the assigned accounts.
BThe Account (donor) object OWD is Private.
CThere is an Account ownership data skew problem.
DSalesforce sharing recalculation kicked off.
Universal Containers requested to leverage Lightning Web Components (LWC) to improve support reps' user experience. LWC will be used as view layer, and Apex classes will have the business logic.
Which attention points should the development team consider when implementing this solution?
AOnce that Apex runs on system mode, the development team needs to enforce record visibility.
BCreate test classes including runAs to test different users accessing the data.
CUse isShareable, isEditable, and isCreatable to enforce field permissions.
Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location.
Which options should be used together to achieve the requirements?
AConfigure organization-wide defaults of the Account object and create sharing rules.
BCreate the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.
CConfigure Role Hierarchy and create sharing rules.
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?
ACreate a sharing set to share distributor accounts with agents using account contact relationship.
BCreate sharing rules to share distributor accounts with agents.
CUse Apex sharing to share distributor accounts with agents using the Account_Share table.
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?
ACreate a public group and assign the auditors to the group.
BAdd the auditors to the default Opportunity Team.
CPut the auditors at the highest level of the Role Hierarchy.
Universal Containers implemented Sales Cloud and requested that only certain branch staff trained to sell high-risk products can create opportunities for high-risk products.
How should an architect allow only specific branch staff to sell high-risk products?
ASet the price book organization-wide default (OWD) to View Only and share the price book (High Risk) with the trained staff.
BSet the price book OWD to View Only and share the (High Risk) price book with the trained staff via a sharing rule.
CSet the price book OWD to View Only and share the (High Risk) price book with the trained staff via manual sharing.
Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in order to grant access to supporting internal users (legal, engineering, finance, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change.
How should an architect help UC improve sales reps' productivity?
ALeverage default Account team.
BCreate a permission set with View All Data and assign to supporting users.
CCreate a criteria-based sharing rule to grant access to other users.
Sales Operations at Universal Containers (UC) has created Public Report and Dashboard folders for sales managers that report to the VP of Sales. Sales Operations currently spends a few hours each month updating users that should have access to edit items in these folders.
In which two ways can UC grant access to sales managers to automate access to these Reports and Dashboards folders? (Choose two.)
AShare the folders with the “VP of Sales” Role and Subordinates.
BShare the folders lowest roles in the Role Hierarchy, superiors will get access automatically.
CShare the folders with a “Sales Managers” Public Group.
DShare the folders with the “Sales Managers” Queue.
Universal Containers keeps product brochures in Salesforce as files. Sarah shares a public link to a product brochure with potential customers during a meeting. She wants to ensure they do not have access to the file after the meeting.
How should Sarah accomplish this?
ADelete the public link.
BMove the file to another folder.
CDelete the file.
DRename the file.
The Corporate Identity and Access Team needs to audit User setup in the Salesforce org.
What two permissions should be granted to this team so they can perform their audit? (Choose two.)
AView All Users
BView Setup and Configuration
CView permission on the User object
DView All Data
Universal Containers (UC) is implementing Sales Cloud. During the last quarter of the financial year, sales agents help each other close deals. They requested a solution in Salesforce to allow them to specify an assistant agent on the opportunity record. When the sales agent changes the assistant field, the system should automatically remove access from the previous assistant and grant access to the new assistant.
What is the optimum solution to meet the requirements?
AUse opportunity team and create an assistant field, use apex to share opportunities with the assistant agent.
BUse apex sharing to share and unshare opportunities with the assistant agent.
CUse sharing rule to share opportunities with the assistant agent.
DUse share group to share opportunities with the assistant agent.