Account and Contact Management

Question 1

What are 4 ways visibility is determined for account, contact, and opportunity records?

Answer 1

OWD and owndership
Manual Sharing
Sharing rules, Account teams and Territories
Roles (used to define access to objects related to accounts owned by the user - like contacts, opportunities, and activities)

Question 2

Which security settings can be modified based on an account owner’s role?

Answer 2

Role edit allows account owner to have access to Contacts, Opportunities, and Cases. The access can be:
- none (only access records they own)
- view (see records related to accounts they own)
- edit (edit records related to accounts they own)

Question 3

Who can owners share an account with through manual sharing?

Answer 3

People: users, groups, roles, territories
Can also share Contact, Opportunities, cases related to the account.

Question 4

What governs access to objects and records in Salesforce?

Answer 4

Profiles and Permission sets: Object, Fields, Tabs
Ownership, OwD and Sharing: Records