Declarative Sharing 2 Flashcards
Cosmic Enterprises has a customer community in which most customers are using the Customer Community Plus license. A custom object named ‘Meeting’ has been created to store information about its meetings with customers’ organizations. It has a lookup relationship with the Account object. Meeting records are currently created and owned by customers, but a customer should not be able to access any Meeting records associated with other organizations. However, customers of some organizations who use the Customer Community Plus license should be able to view all the Meeting records associated with their own organization. The company is using three default roles for the customers. Which of the following would need to be used to meet this requirement?↵Choose 2 answers.
A. Internal organization-wide default setting
B. Super user access
C. External organization-wide default setting
D. Sharing rules
C,D
The administrator of Cosmic Enterprises has created a public report folder to give the company’s sales and support users view access to several reports created by him. Which system permission should be selected in the custom profiles that have been assigned to the users?↵Choose 1 answer.
A. View Reports in Unfiled Public Folders
B. View Reports in Public Folders
C. View Reports in Public Report Folders
D. View Reports in Public Report and Dashboard Folders
B
Which of the following statements are true regarding Enterprise Territory Management and Collaborative Forecasting in Salesforce?↵Choose 2 answers.
A. It is necessary to contact Salesforce Support to enable Collaborative Forecasting for Enterprise Territory Management.
B. Once Collaborative Forecasting is enabled, it needs to be activated for Enterprise Territory Management in Setup.
C. Territory forecasts can be used if Enterprise Territory Management has been enabled.
D. Territory forecasts by close date are available when using Collaborative Forecasting.
C,D
Cosmic Solutions uses a private sharing model for account records and has defined a role hierarchy based on its organizational hierarchy. Some of its features are as follows:↵1) There are two branches in the hierarchy for the United States and Europe.↵2) The role of US Sales Reps is below the role of the US Sales Manager.↵3) EU Sales Reps report to the EU Sales Manager.↵4) EU Sales Manager reports to the EU Sales Director, and the US Sales Manager reports to the US Sales Director.↵5) US Sales Director and EU Sales Director report to the same Vice President of Sales.↵A sales rep who is currently working in the United States is going to be transferred to France. The system administrator of the company will soon change his role in Salesforce. What will be the impact of this change on record access?↵Choose 3 answers.
A. The EU Sales Manager will gain access to records owned by the sales rep.
B. The US Sales Director will lose access to records owned by the sales rep.
C. The US Sales Manager will lose access to records owned by the sales rep.
D. Sales reps in Europe will gain access to all records shared with the sales rep.
E. The Vice President of Sales will lose access to any records shared with the sales rep.
A,B,C
The sales reps of Cosmic Sporting Goods have ‘Read’ and ‘Edit’ access to the Account object through their profile. One of the custom fields on the object called ‘Credit Information’ should not be editable by anyone other than sales managers. The sales reps should only be able to view this field. Which of the following options can be used to restrict sales reps’ access to the field on detail pages and list views?↵Choose 1 answer.
A. Mark the field as ‘Read Only’ on the Account page layout that is assigned to the sales reps’ profile.
B. Remove the field from the Account page layout that is assigned to the sales reps’ profile.
C. Use field-level security in permission set to grant only ‘Read’ access to the field.
D. Use field-level security in the sales reps’ profile to grant only ‘Read’ access to the field.
D
One of the sales managers of Cosmic Solutions requires access to a sales performance dashboard, which is the only dashboard in a dashboard folder created by the company’s database administrator. Some of the sales reps who report to the sales manager also require access to it, but the administrator would prefer to allow the sales manager to decide who should have access to the folder. When sharing the dashboard folder with the sales manager, which access level should be selected?↵Choose 1 answer.
A. Collaborator
B. Manager
C. Editor
D. Viewer
B
In Enterprise Territory Management, which of the following are possible access levels for accounts assigned to territories when the organization-wide default sharing setting for both external and internal access is set to ‘Public Read/Write’?↵Choose 2 answers.
A. No Access
B. View and Delete
C. View, Edit, Transfer, and Delete
D. View and Edit
C,D
When configuring default record access levels in Enterprise Territory Management, which of the following statements are true regarding access to accounts and/or related records?↵Choose 2 answers.
A. Users in a territory can always view, edit, and transfer records that are related to the accounts assigned to the territory.
B. Users in a territory are always able to view contacts and opportunities associated with accounts in the territory hierarchy.
C. Users in a territory can have one of the following access levels to records associated with accounts in the territory: ‘View’, ‘View and Edit’, or ‘No Access’
D. Users in a territory always have at least ‘View’ access to the accounts assigned to the territory.
C,D
Cosmic Insurance has started using a Text Area (Rich) field on the Contact object to store detailed information about each customer. However, this field should be encrypted at rest to comply with certain regulations. Also, users should be able to search the data within this field using the Salesforce UI. What should a Solution Architect recommend to meet this requirement?↵Choose 1 answer.
A. Convert the field to a custom Text (Encrypted) field.
B. Use Shield Platform Encryption to encrypt the field.
C. Use the Apex Crypto class to encrypt the field as soon as it is updated.
D. Use an AppExchange application that allows encrypting custom fields.
B
Cosmic Service Solutions has selected ‘Public Read Only’ as the internal organization-wide default sharing setting for a custom object named ‘Performance Review’. Which of the following are possible external organization-wide default sharing settings for the object?↵Choose 2 answers.
A. Controlled by Parent
B. Private
C. Public Read Only
D. Public Read/Write
B,C
Cosmic Service Solutions has defined a role hierarchy in which the role of support agents is above the role of support associates. The support agents are below the support managers in the hierarchy. Some account records that are currently owned by the support managers need to be shared with a few support associates based on the values of certain fields. The support agents should not gain access to these records. Which of the following would need to be created to implement a solution for this requirement?↵Choose 2 answers.
A. Sharing Set
B. Public Group
C. Ownership-Based Sharing Rule
D. Criteria-Based Sharing Rule
B,D
Costa Enterprises has a partner community that allows the internal sales team of the company to collaborate with partners. Users with the ‘Partner Manager’ role in the community are responsible for managing the partner users below them in the role hierarchy. In order to be able to monitor and update records assigned to users with the ‘Partner User’ role, partner managers need to be able to access leads and opportunities owned by and shared with users with the ‘Partner User’ role. In addition, since partner managers usually collaborate on leads and opportunities, they need to be able to access records owned by and shared with other partner managers with the same role. Which of the following features should be used for this requirement?↵Choose 1 answer.
A. Sharing Set
B. Share Group
C. Super User Access
D. Manual Sharing
C
Cosmic Service Solutions has two separate branches in the role hierarchy for east coast and west coast users. Mark is a support rep of the company who works in the company’s New York office. He has been assigned to the role of ‘East Coast Support Reps’ in Salesforce. The role of ‘East Coast Support Managers’ is above his role in the role hierarchy. He has changed the ownership of a case record that was previously owned by him. The new owner of the record is Chris, who works in Los Angeles and has been assigned to the role of ‘West Coast Support Reps’. If the organization-wide default sharing setting of the Case object has been set to ‘Private’, what will be the impact of this ownership change?↵Choose 2 answers.
A. Users higher than Mark in the same branch of the role hierarchy will lose access to the case record.
B. Users higher than Mark in the role hierarchy will retain access to the case record.
C. All users on the west coast who are above Chris in the role hierarchy will gain access to the case record.
D. All west coast support reps will be able to gain access to the case record.
A,C
Cosmic Service Solutions has a requirement that Customer Community users should be allowed to access cases related to their contact record in Salesforce. What can be done to fulfill this requirement?↵Choose 1 answer.
A. Create a sharing rule to grant access to cases based on the required criteria
B. Create a share group that grants access to the Case records based on the required criteria
C. Create a sharing set that grants access to the Case object and configure access mapping based on the requirement
D. Create a permission set that grants the required access and assign it to the Customer Community profile
C
Cosmic Enterprises uses a custom checkbox field on the Contact object to indicate whether a customer has been contacted by one of the company’s sales reps. A new business process is being implemented, which should allow all the sales associates and their subordinates to view all contacts who have been contacted. The sales associates have been assigned to a role that exists in a separate branch of the role hierarchy. This separate branch consists of only sales associates and their subordinates. What should a Salesforce Architect recommend to meet the company’s requirement?↵Choose 1 answer.
A. Create an ownership-based sharing rule that grants access to the role of sales associates.
B. Create a criteria-based sharing rule that grants access to the role of sales associates.
C. Create an ownership-based sharing rule that grants access to the role and subordinates of sales associates.
D. Create a criteria-based sharing rule that grants access to the role and subordinates of sales associates.
D
Nick is a sales rep who works for Cosmic Sporting Goods. Until recently, he was the owner of an account record named ‘Kelly Corporation’. Upon his request, the system administrator changed the owner of the account to another sales rep named Fred. Fred and Nick share the same role in the role hierarchy. The organization-wide default sharing setting of the Account object has been set to ‘Private’. Which of the following is true regarding the impact of this change on record access?↵Choose 1 answer.
A. Both Fred and Nick will be able to access the account record.
B. Fred will be able to access all the account records shared with Nick.
C. Nick will automatically retain access to the account record.
D. Nick will lose access to the account record.
D
In the Salesforce org used by Cosmic Innovation, all the accounts of premium customers are currently created and owned by the company’s sales reps. Currently, there are almost 500 premium accounts in Salesforce, and on average, 20 new premium accounts are added every month. The sales managers of the company are above the sales reps in the role hierarchy. The sales managers report to the sales director who is above them in the role hierarchy. The vice president of sales would like to ensure that premium accounts are not owned by sales reps and the existing premium accounts cannot be viewed by any sales rep or sales manager. What should an architect recommend for this requirement?↵Choose 3 answers.
A. Remove ‘Read’ permission for the Account object from the profiles that are assigned to the sales reps and sales managers.
B. Change the organization-wide default sharing setting of the Account object to ‘Private’.
C. Change the ownership of premium accounts so that all of them are owned by the sales director.
D. Edit the roles assigned to sales reps and sales managers to remove access to accounts based on custom criteria.
E. Create a validation rule based on the current user’s profile to prevent the creation of premium accounts by sales reps.
B,C,E
In Enterprise Territory Management, which of the following are capabilities of filter-based opportunity territory assignment?↵Choose 2 answers.
A. Users can manually define a filter based on which opportunities are automatically assigned to territories.
B. The filter-based opportunity territory assignment job can only be run when opportunities are updated.
C. An option can be selected to run the filter-based opportunity territory assignment job automatically when opportunities are created.
D. An apex class can be created to automatically assign opportunities to territories based on custom criteria.
C,D
Cosmic Solutions has set up a partner community that allows its employees and partners to collaborate on leads and opportunities. Three default roles are being used for partners, which are Partner Executive, Partner Manager, and Partner User. The partner managers of the ‘Blackshire Corporation’ account need to be able to view and edit the opportunities that are owned by all the users that belong to the ‘Thomas Alan Enterprises’ account. What should a Solution Architect recommend for this requirement?↵Choose 1 answer.
A. Create a sharing set that grants access to the opportunities owned by all the users of the ‘Thomas Alan Enterprises’ account.
B. Create an ownership-based sharing rule that grants access to the opportunities owned by the role and subordinates of ‘Thomas Alan Enterprises Partner Executive’.
C. Create an ownership-based sharing rule that grants access to the opportunities owned by the role of ‘Thomas Alan Enterprises Partner User’.
D. Create an ownership-based sharing rule that grants access to the opportunities owned by the role and subordinates of ‘Thomas Alan Enterprises Partner Manager’.
B
Cosmic Tools has a partner community in which any user with the Partner Manager role belonging to a certain account should have edit access to all accounts on which the value of the Type field has been set to ‘Technology Partner’. What can a Salesforce Consultant do to meet this requirement?↵Choose 1 answer.
A. Create a share group with Partner Manager users and add all the accounts required.
B. Create a criteria-based sharing rule to grant access to the account records.
C. Create a criteria-based sharing set to grant access to the account records.
D. Use Apex Sharing to grant access to the account records.
B
Cosmic Enterprises has set up a community with many users assigned to a profile with the Partner Community license. The organization-wide default setting for the Opportunity object has been set to ‘Private’. All opportunities that have reached the ‘Closed Won’ stage need to be shared with the users who have been assigned to the ‘Partner Executive’ role on a particular partner account. Which of the following solutions can be utilized for this requirement?↵Choose 1 answer.
A. Create a sharing rule based on record ownership.
B. Create a permission to grant access to additional records.
C. Create a sharing rule based on criteria.
D. Create a sharing set and configure access for the Opportunity object.
C
The Support Director of Cosmic Repair Solutions would like to make it possible for all the service operation managers on the east coast to see cases owned by the service operation managers on the west coast. They have been assigned to separate roles at the same level in the role hierarchy. All the users with a role that is higher than the two roles assigned to the service operation managers should also be able to access the case records. The organization-wide default sharing setting has been set to ‘Private’. Which solution should be utilized to meet this requirement?↵Choose 1 answer.
A. Define a criteria-based sharing rule.
B. Define an ownership-based sharing rule.
C. Create public groups.
D. Change the organization-wide default sharing setting.
B
Cosmic Solutions has set up Enterprise Territory Management for organizing accounts and users. A developer who is using Visual Studio Code would like to change the default access level for accounts that are assigned to a particular sales territory. Which API can be utilized for this use case?↵Choose 1 answer.
A. Metadata API
B. Apex SOAP API
C. Tooling API
D. Streaming API
A
The administrator of Cosmic Repair Solutions has created certain reports that show information related to the cases being solved by the support department of the company. These reports are stored in a separate folder which needs to be shared with various users of the company. Which of the following options are available for sharing the report folder with other users in Salesforce Classic?↵Choose 3 answers.
A. Custom Profiles
B. Roles
C. Public Groups
D. Case Teams
E. Users
B,C,E
Cosmic Repair Solutions has used Enterprise Territory Management to set up 9,000 territories in Salesforce. The territories have been organized based on the regions, countries, and states where the company offers its services. An upcoming sales infrastructure overhaul requires the complete restructuring of the territory hierarchy. The new territory hierarchy should consist of more than 15,000 territories. However, the company is using Performance edition of Salesforce, and requests for more than 20,000 territories per model are subject to approval. The sales director would prefer to stay within this limit. What should a Solution Architect recommend for this use case?↵Choose 1 answer.
A. Create the new territories in ‘Draft’ mode and archive the old territories once the new hierarchy is complete.
B. Purge the old territory hierarchy and create a new one based on the requirements.
C. Utilize territory model states to create the new territory hierarchy.
D. Increase the maximum number of territories per model by sending a request to Salesforce Customer Support.
C
Cosmic Service Solutions is using Enterprise Territory Management to grant sales reps access to account and related records based on their territorial assignments. A sales rep who owns an account record would like to assign one of its related opportunities to a territory. Which of the following can be used for this purpose?↵Choose 1 answer.
A. ‘Territory’ field on the account record
B. ‘Territory’ field on the opportunity record
C. ‘Assigned Territories’ related list on the opportunity detail page
D. ‘Assigned Territories’ related list on the account detail page
B
Cosmic Financial Solutions would like to store each customer’s social security number on the customer’s account record. The number should always be masked unless a user has the permission to view it. Only a few users should be given the permission to view this data. Which of the following can be used to meet this requirement?↵Choose 1 answer.
A. Classic Encryption
B. Protected Custom Metadata Type
C. Apex Crypto Class
D. Shield Platform Encryption
A
The data steward of Cosmic Innovation has been given the ‘Manage Public List Views’ permission so that she can create, edit, and delete public list views for various types of Salesforce users in the company. Which of the following options are available to her for providing access to list views to ensure that users only view the data that they require for their operations?↵Choose 3 answers.
A. Making a list view visible to certain public groups.
B. Creating a list view that can only be accessed by a particular queue.
C. Granting list view visibility to certain roles or roles and subordinates.
D. Giving an individual user access to a particular list view.
E. Making a list view visible to all the users.
A,C,E
The sales director of Cosmic Enterprises would like to allow the sales managers of the company to be able to view and edit account records that are owned by the sales reps. The sales reps should not be able to access account records that are owned by other sales reps. The sales managers have been assigned to a role that is higher than the role of sales reps in the role hierarchy. The current organization-wide default sharing setting of the Account object is set to ‘Public Read Only’. Which of the following would a Solution Architect recommend for this requirement?↵Choose 1 answer.
A. Use Apex managed sharing to grant the required access.
B. Change the organization-wide default sharing setting of the Account object to ‘Private’.
C. Create a sharing rule that grants the sales managers ‘Read/Write’ access to all accounts owned by sales reps.
D. Select the ‘Grant Access Using Hierarchies’ checkbox in Sharing Settings.
B
