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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?
What advanced tool can Salesforce enable for large-scale role hierarchy realignments?
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?
Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?
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?
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?
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.)
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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.)
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?
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.)
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?