Financial Services Cloud Accredited ProfessionalDemo

Question

During the early discovery and solution meetings, it was established that the client would primarily use out-of-the-box Financial Services Cloud (FSC) objects and components, with only minimal custom objects required. It was also decided that records must be private, while the management chain needs visibility into all records belonging to their direct reports.

Which three Salesforce security settings must be configured to satisfy these requirements?

Choose three

A Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
B The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
C Each object sharing should be set up, explicitly sharing each user’s record with the manager.
D Only Custom Profiles should be configured and assigned to all users to use FSC components and field-level security. The administrator should configure custom profiles and assign them to all users
E Custom permission sets and out-of-the-box FSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.

Explanation

Organization-wide defaults establish the baseline record access for each object and can be set to Private. A role hierarchy automatically extends access upward so managers can access records owned by users below them, eliminating the need to explicitly share every record with its manager. Permission sets, including applicable out-of-the-box FSC permission sets and custom permission sets, grant the required FSC component, object, and field-level permissions.

Learn more

Financial Services Cloud Accredited ProfessionalDemo

AstroTutor

Notes

Readiness

QuestionQ27

Community Discussion