Declarative Sharing 1 Flashcards
The system administrator of Cosmic Solutions recently created a custom profile for sales users that allows them to view and edit the records of a custom object called ‘Shipment’. There are more than 100 sales users in the company. The Sales Director has now informed the administrator that 30 of those users should not be able to edit any Shipment records. This number is likely to increase in the future. What should a Solution Architect recommend for the requirement?↵Choose 1 answer.
A. Create a permission set without ‘Edit’ access to the ‘Shipment’ object and assign it to the 30 users.
B. Create a sharing rule that grants only ‘Read’ access to the records of the ‘Shipment’ object.
C. Edit the existing custom profile assigned to the sales users and remove ‘Edit’ access to the ‘Shipment’ object.
D. Create a new profile without ‘Edit’ access to the ‘Shipment’ object and assign it to the 30 users.
A
The Sales Director of Cosmic Enterprises would like to replace the team members of any opportunity teams that are assigned to stalled opportunities in Salesforce. Which of the following should be recommended for this use case?↵Choose 1 answer.
A. Visualforce Page
B. Flow Solution downloaded from AppExchange
C. Apex Trigger
D. Mass Reassign Opportunity Teams tool
D
In the Salesforce org used by Cosmic Solutions, the organization-wide default setting for the Account object has been set to ‘Public Read/Write’. The support users of the organization should not have the ability to edit Account records in Salesforce. Which of the following can be used to restrict the users’ access?↵Choose 1 answer.
A. Permission set
B. Support users’ role
C. Support users’ profile
D. Sharing rule
C
The sales associates of Cosmic Enterprises have been assigned to a standard profile that grants ‘Read’ access to objects such as Account and Opportunity. The organization currently has more than a hundred sales associates, and almost half of them who work in a separate division should be able to view and edit accounts and opportunities. Which solution should be used to meet this requirement?↵Choose 1 answer.
A. Create a new custom profile with ‘Read’ and ‘Edit’ access to accounts and opportunities.
B. Create a new permission set with ‘Read’ and ‘Edit’ access to accounts and opportunities.
C. Create a new standard profile with ‘Read’ and ‘Edit’ access to accounts and opportunities.
D. Edit the standard profile and add ‘Read’ and ‘Edit’ access to accounts and opportunities.
D
The sales associates of Cosmic Enterprises have been assigned to a custom profile in Salesforce. One of the associates should be granted temporary ‘Read’ access to a custom object called ‘Inquiry’ to allow him to manage inquiries received from partner organizations. Which of the following should be used to meet the requirement?↵Choose 1 answer.
A. Sharing Rule
B. Profile
C. Manual Sharing
D. Permission Set
D
The support agents of Cosmic Enterprises have been given access to a custom object called ‘Repair Job’ to allow them to view and update information used by the company’s technicians for different types of repair jobs. Some fields on the object contain High Business Impact (HBI) data and should only be edited by support managers and users above them in the role hierarchy. What steps should be recommended for this requirement?↵Choose 2 answers.
A. Edit the profile of the support agents and remove ‘Edit’ access to the fields using field-level security.
B. Edit the page layout assigned to the profile of support agents and mark the fields as ‘Read Only’.
C. Edit the profiles assigned to the support managers and the users above them in the role hierarchy to grant ‘Read’ and ‘Edit’ access to the fields on the assigned page layout.
D. Edit the profiles assigned to the support managers and the users above them in the role hierarchy to grant ‘Read’ and ‘Edit’ access to the fields using field-level security.
A,D
Cosmic Solutions has set the organization-wide default sharing setting for the Account object to ‘Public Read Only’. Default access to contact records is ‘Controlled by Parent’, and the sharing settings for Case and Opportunity have been set to ‘Private’ and ‘Public Read/Write’ respectively. While defining an account team on a record, which of the following objects will be available for specifying the ‘Read Only’ access level?↵Choose 2 answers.
A. Account
B. Contact
C. Case
D. Opportunity
A,C
A sales user of Cosmic Solutions needs to be able to update a custom field on the Account object. The user is only able to view account records currently. A Salesforce Architect has recommended the use of field-level security. Which of the following represents a solution that can be used to meet the requirement?↵Choose 1 answer.
A. Edit the profile of the user and grant ‘Edit’ access to the custom field.
B. Create and assign a permission set that grants ‘Edit’ access to the custom field.
C. Create and assign a permission set that grants ‘Edit’ access to the object and the custom field.
D. Create a new custom profile for the user that grants ‘Edit’ access to the custom field.
C
The Salesforce Administrator of Cosmic Electronics has set up case teams in Salesforce to allow support agents to work together on cases. The ‘Case Team’ related list has been added to the Case page layout used by the agents. A support agent named Bob is working on a case. He would like to allow one of his coworkers named Jim to view and edit the case record. Due to a private sharing model, Jim is currently unable to access the case. What should Bob do to grant the required access to Jim?↵Choose 1 answer.
A. Create a default case team in personal settings.
B. Add Jim to the case team on the record and select a predefined member role.
C. Add Jim to the case team on the record and use manual sharing to grant access.
D. Add Jim to the case team on the record and set his access level as ‘Read/Write’.
B
The Salesforce Administrator of Cosmic Solutions has created several custom fields on a custom object called ‘Sales Order’. Only one of the sales directors of the company should be able to view these fields for the purpose of reporting. No other user in the company should be able to access these fields. A single custom profile has been created for all the sales directors of the company who work in different regions. What should a Salesforce Architect recommend to grant access to the sales director that needs it?↵Choose 1 answer.
A. Create a role-based sharing rule to grant access to the fields.
B. Create a permission set and use field-level security settings to grant access to the fields.
C. Edit the sales director’s profile and use field-level security to grant access to the fields.
D. Add the fields to a page layout that is assigned to the user’s profile.
B
Cosmic Innovation has set the organization-wide default sharing setting for account and contact records to ‘Private’ and ‘Controlled by Parent’ respectively. Also, users are unable to view cases and opportunities that are owned by others in Salesforce. Which of the following objects will be available while defining the access levels in an account team?↵Choose 2 answers.
A. Contact
B. Opportunity
C. Account
D. Contract
B,C
Cosmic Enterprises uses a custom object called ‘Employee’ to manage information about employees in Salesforce. A custom field that uses Classic Encryption has been defined on the object to store each employee’s address. Field-level security prevents most users except the company’s CTO from viewing the data in this field. Which of the following permissions would give a user the ability to bypass field-level security protections for the encrypted field?↵Choose 2 answers.
A. View All
B. View All Data
C. Customize Application
D. Author Apex
C,D
An administrator of Cosmic Solutions wants to create a list view that only displays accounts of manufacturing companies. Sales users use a custom field on the Account object to indicate the type of company. The list view should only be visible to three sales managers of the company. Which of the following should be used to restrict the visibility of the list view?↵Choose 1 answer.
A. Public Group
B. User
C. Role
D. Role and Subordinates
A
The Sales Director of Cosmic Enterprises would like to allow sales reps to view, edit and create opportunities, but they should not be able to delete any opportunities in Salesforce. They are currently assigned to a custom profile and a role in the role hierarchy. The profile is not assigned to any other type of users in the company. A sharing rule has also been created to give the sales reps access to opportunities owned by a sales manager who is a member of a public group. What should an Architect recommend for this requirement?↵Choose 1 answer.
A. Create a new profile without the ‘Delete’ permission on the Opportunity object and assign it to the sales reps.
B. Edit the sharing rule to redefine access to opportunities in Salesforce.
C. Make sure that the existing custom profile does not have the ‘Delete’ permission on the Opportunity object.
D. Create a validation rule that prevents the deletion of opportunities.
C
The system administrator of Cosmic Solutions has set the organization-wide default sharing setting of Account and Contact objects to ‘Private’. Mark is a sales rep of the company who has defined a default account team in his personal settings. The default team consists of a sales rep named Bob. Mark has added the default account team to one of the account records owned by him, but he changed Bob’s account access level from ‘Read/Write’ to ‘Read Only’ from the ‘Account Team’ related list. Which of the following will be modified due to this change?↵Choose 1 answer.
A. Bob’s access level to the account only.
B. Bob’s access level on Mark’s default account team.
C. Bob’s access level to the account and any related contact records.
D. Bob’s access level on Mark’s default account and opportunity teams.
A
The system administrator of Cosmic Enterprises has set the organization-wide default sharing setting for opportunities to ‘Private’. While working on a particular opportunity, a sales rep requires assistance from an account manager and a product manager. The opportunity is owned by the sales rep, and the managers currently do not have access to it. What should be recommended to allow the sales rep to collaborate with the managers?↵Choose 1 answer.
A. Enable Account Teams and add the ‘Account Team’ related list to the Opportunity page layout.
B. Enable Opportunity Teams and add the ‘Opportunity Team’ related list to the Account page layout.
C. Enable Account Teams and add the ‘Account Team’ related list to the Account page layout.
D. Enable Opportunity Teams and add the ‘Opportunity Team’ related list to the Opportunity page layout.
D
Cosmic Service Solutions has three branches in the role hierarchy for the three regions in the United States where it provides support services to other companies. The organization-wide default sharing setting of the Case object has been set to ‘Private’. When working on case records, the support agents in the western branch should be able to collaborate with the support agents in the central branch of the hierarchy. No other users in the company, including the managers, should gain access to these records. What can a Salesforce Architect recommend to meet this requirement?↵Choose 1 answer.
A. Create a criteria-based sharing rule to share case records owned by the role of western support agents with the role of central support agents.
B. Create a criteria-based sharing rule to share case records owned by the role of western support agents with a public group of central support agents.
C. Create an ownership-based sharing rule to share case records owned by the role of western support agents with a public group of central support agents.
D. Create an ownership-based sharing rule to share case records owned by the role of western support agents with the role of central support agents.
C
Cosmic Repair Solutions has several repair centers in the country, and uses a custom object called ‘Inventory’ to track parts used by technicians for repair jobs. The company uses a private sharing model for the records of this object. A custom profile has been assigned to the technicians who frequently access Salesforce. Currently, a technician is only able to access an ‘Inventory’ record if they have access to the parent ‘Repair Job’ record. But since technicians are often required to collaborate with one another, they need to be given access to view all the ‘Inventory’ records in Salesforce. What should be done to meet the requirement?↵Choose 1 answer.
A. Select ‘View All’ permission on the object in the technicians’ profile.
B. Change the organization-wide default sharing setting of the ‘Inventory’ object to ‘Public Read Only’.
C. Create an ownership-based sharing rule to grant ‘Read Only’ access to the profile of technicians.
D. Grant ‘View All Data’ permission to the technicians in their profile.
A
The Vice President of Cosmic Solutions needs to create a dashboard that displays information based on all the data managed by the company in Salesforce. He already has the ‘Manage Dashboards’ permission required to create dashboards. However, only the CEO currently has access to all the Salesforce data, and the records are frequently updated based on change requests by users. Which of the following should be used for this requirement?↵Choose 1 answer.
A. ‘View All’ Permission
B. Apex Managed Sharing
C. ‘View All Data’ Permission
D. Dynamic Sharing
C
The Salesforce Administrator of Cosmic Enterprises has created multiple list views for sales and support reps of the company. He has restricted the visibility of the list views using roles. According to a data access policy, only roles are to be used to grant access to list views and folders in Salesforce. However, all the sales reps are able to see the list views which should only be accessible by the support reps. Which of the following explains the reason behind this issue?↵Choose 1 answer.
A. The sales reps are part of a public group that has been given access to the list views.
B. A permission set that gives wider access to list views has been assigned to the sales reps.
C. The sales reps’ profile has the ‘Manage Private List Views’ permission.
D. The sales reps’ profile has the ‘Manage Public List Views’ permission.
D
Cosmic Solutions has a few custom encrypted text fields on the Contact object to encrypt personally identifiable information (PII) obtained from customers. A few sales users of the company have the ‘View Encrypted Data’ permission that allows viewing the data in these fields. Which options can be used to prevent these users from editing the fields?↵Choose 3 answers.
A. Workflow Rule
B. Page Layout Setting
C. Validation Rule
D. Field-Level Security
E. Process Builder
B,C,D
A sales rep of Cosmic Sporting Goods has defined an opportunity team to collaborate with two sales users from a different division. A sales manager, who is above the sales rep in the role hierarchy, would like to transfer the ownership of the opportunity to a sales rep who belongs to the division of the two sales users. Which of the following are valid considerations regarding ownership transfer?↵Choose 3 answers.
A. The opportunity owner can transfer the ownership of the opportunity.
B. The sales manager cannot transfer the ownership of the opportunity.
C. A system administrator can transfer the ownership of the opportunity.
D. The members of the opportunity team can transfer the ownership of the opportunity.
E. A user with the ‘Transfer Record’ permission can transfer the ownership of the opportunity.
A,C,E
A sales manager of Cosmic Solutions needs to be able to create and view dashboards in Salesforce. What should an Architect suggest to an administrator who has been asked to fulfill this requirement?↵Choose 1 answer.
A. Create a permission set with the required permissions and assign it to the sales manager.
B. Create a permission set with the required permissions and assign it to a public group.
C. Create a new custom profile with the required permissions and assign it to the sales manager.
D. Create a new sharing rule that grants access to the system permissions that allow creating and viewing dashboards.
A
The support director of Cosmic Service Solutions wants to establish a group of support reps who can work together on solving certain cases in Salesforce. The type of cases should depend on the values of certain custom fields on the Case object. In addition, the support group should be able to easily and quickly access the assigned cases in Lightning Experience. Which of the following should an Architect recommend to meet this requirement?↵Choose 2 answers.
A. Define a public group of support reps based on custom criteria.
B. Allow one of the support reps to create a default account team.
C. Create a predefined case team that comprises the support reps.
D. Create a custom list view for the case records in Lightning Experience.
C,D
Cosmic Solutions recently hired various junior sales associates who should have only ‘Read’ access to the records of all the major standard objects, including those that are mainly used to manage sales, such as Account, Contact, and Opportunity. They should also be able to run reports in Salesforce. User records have not yet been created for the associates in Salesforce. What solution should an Architect recommend for this requirement?↵Choose 1 answer.
A. Create a custom profile and assign it to the associates.
B. Assign the ‘Minimum Access - Salesforce’ standard profile to the associates.
C. Assign the ‘Standard User’ standard profile to the associates.
D. Create a permission set and assign it to the associates.
A
Cosmic Electronics has a custom checkbox field called ‘Premium Customer’ on the Account object. This field is used to identify long-term customers who have purchased products at least ten times in the last two years. All the sales agents of the company have ‘Read’ access to this field through field-level security. Three newly hired sales associates have been assigned to work with a sales agent on the accounts of premium customers. Although the profile of the associates provides access to the Account object and all the fields on the object, they are unable to access the records. What can be used to give the required access to the associates?↵Choose 1 answer.
A. Ownership-Based Sharing Rule
B. Apex Trigger
C. Manual Sharing
D. Criteria-Based Sharing Rule
D
Chris is the Business Analytics Manager of Cosmic Solutions. He manages a small team that is responsible for creating and modifying all the reports and dashboards used by the company. The company recently hired a junior analyst named Fred whose main responsibility is to provide assistance to Chris. Chris would like to give Fred the ability to share any report or dashboard folder that has been or will be created by the team. What should a Solution Architect recommend to an administrator who has been asked to meet this requirement?↵Choose 2 answers.
A. Provide the ‘Manage Reports in Public Folders’ permission.
B. Provide ‘Manager’ access to all the folders that need to be shared.
C. Provide the ‘Manage Dashboards in Public Folders’ permission.
D. Provide the ‘Manage Reports and Dashboards in Public Folders’ permission.
A,C
Cosmic Innovation is a startup company which sells different types of smart home solutions in Los Angeles, Miami, and New York. The company recently started using Salesforce to manage customers’ accounts, contacts, and opportunities. A ‘Private’ sharing model is being used for all the records that are managed in Salesforce. Each city has its own sales manager and several sales agents who work under him. A sales manager should only be able to view account records that are owned by the sales agents of their own region. How should the role hierarchy be defined for this requirement?↵Choose 2 answers.
A. Create one role for the three sales managers.
B. Create a separate role for each sales manager.
C. Create three roles for the sales agents in the three cities.
D. Create one role for all the sales agents of the company.
B,C
A sales manager of Cosmic Enterprises has manually shared an opportunity owned by him with one of the sales reps who report to him. Which of the following is true about the sales rep’s access to the parent account associated with the opportunity?↵Choose 1 answer.
A. The sales rep has ‘Read/Write’ access to the account through implicit sharing.
B. The sales rep cannot access the account without the manual sharing of the account record.
C. The sales rep has ‘Read Only’ access to the account through implicit sharing.
D. The sales rep can only access the account if it was shared with the opportunity during manual sharing.
C
Cosmic Service Solutions has set up case teams in Salesforce to allow support agents to work together while solving cases. A predefined case team has been assigned to all the cases related to ‘Electrical Failure’. A custom list view is being created by an administrator to display these cases to the case team members. What can the administrator do to make the list view visible to the support agents in the case team? Choose 1 answer.
A. Filter the list view by ‘Public Groups’, create a public group for the support agents, and restrict the visibility of the list view using the public group.
B. Filter the list view by ‘All Cases’, create a queue for the supports agents, and restrict the visibility of the list view using the queue.
C. Filter the list view by ‘Queue’, create a queue for the supports agents, and restrict the visibility of the list view using the queue.
D. Filter the list view by ‘My Case Teams’, create a public group for the support agents, and restrict the visibility of the list view using the public group.
D
