Declarative Sharing 2 of 3

Question 1

Can be shared with users/ public groups / roles and territories and additional permission can be assigned to allow sharing of

Answer 1

reports and dashboard folders

Question 2

Can be crated t osee a specific set of object records, filter by specific criteria and by owner

Answer 2

custom list views

Question 3

Access levels of Viewer, Editor or Manager

Answer 3

Report or dashboard folders

manager level allows sharing

Question 4

Access level oneself, all users and specific groups (i.e. public groups, roles, and roles and subordinates

Answer 4

List views

Question 5

Threes types of List view charts

Answer 5

vertical bar
horizontal bar
donut

available for any list view except recently viewed

Question 6

A report or dashboard can be share with _______ users, groups, roles or territories

Answer 6

25

A folder can be shared up to 500 segments through folder sharing Rest API

Question 7

A list view needs to be created and made available to all the relevant sales users of the company and made available when they access records from the Account tab. These users are sales managers and those who are bellow them in the role hierarchy. What is a possible solution.

Answer 7

custom list view to display record which meet a specific criteria made visible to the sales managers ‘role and subordinates’

If the company uses communities, the list view would need to be made visible to a ‘role and internal subordiates’

Question 8

When list views are made visible to certain roles which users also obtain access

Answer 8

those above them in the role hierarchy

Question 9

Permission which allows a user to create, edit or delete public list views.

Answer 9

manage public list views

Question 10

List views can be made visible to which user groups

Answer 10

user, public group, role, role and subordinates, territories

Question 11

List view for a queue and made visible only to the queue members

Answer 11

Filter by owner = Queue name and visible to a public group where those user included in the public group are those users also users assigned to the queue

Question 12

Permission which allows a user to see all the list view in salesforce

Answer 12

manage public list views

Question 13

This access level allows a user to give others access to a report or dashboard folder

Answer 13

Manager

Question 14

Permissions which allow a user to give access to a report or dashboard folder

Answer 14

manage reports in public folders and manage dashboards in public folders

Question 15

Permission for access to public folders

Answer 15

view reports in public folders

Question 16

Standard objects automatically provide access to records

Answer 16

owned by or shared with users below them in the role hierarchy

Question 17

For which objects can access be enable by the role hierarchy

Answer 17

Custom objects

Question 18

What the features can sharing be extended by the role hierarchy

Answer 18

sharing rules, public groups, and manual sharing

Question 19

What impact does the role hierarchy have in saelsforce

Answer 19

determines users access to records and data in reports. It is used with sharing settings to determine levels of access to a salesforce organizations data

Question 20

What is the purpose of the role in salesforce

Answer 20

users are assigned a role which controls access to records owned by users who are lower in the role hierarchy. They also determine access to cases, contacts and oppty

Question 21

What setting is used to enable access from the role hierarchy on custom objects and public groups

Answer 21

grant access using hierarchy

Question 22

When org wide defaults sharing settings for standard and custom objects are restrict

Answer 22

role hierarchy opens up RECORD access

Question 23

For users with multiple access grants to a record what is the result

Answer 23

the access with the most permissive grant determine the record access for the user

Question 24

Which type of sharing results in few sharing rows thus reducing the org’s record access data volumne

Answer 24

public groups

Question 25

Groups of users that salesforce creates and manages internally to support various features and behavior, such as queues

Answer 25

System defined groups

why?
it allows the data that supports queues and personal and public groups coexit in the same database tables and unifies how SF manages the data. Mean access grants for a queue is the same as access gratns for a public group

Question 26

What are the three group types in Salesforce

Answer 26

Indirect Members

Direct Members

Question 27

Inherit record access from the groups of direct members and are assigned to manager roles

Answer 27

indirect members

Question 28

Direct Members fall in three types

Answer 28

Role groups - direct members are those member assigned to the role the group represents

RoleAndSubordinates - direct members are those member assigned to the role the group represents or one of its subordinate roles

RoleAndInternalSubordinates-direct members are those assigned to the role the group represents, or one of the its non-portal subordinate roles.

Question 29

When a record owner changes, how does this affect the sharing tables in salesforce

Answer 29

Salesforce deletes its associated sharing rows
with Manual row causes (.ie. manual share are reset and any sharing rules would be reset with only rules which apply with the new owner

Question 30

What sharing occurs when the first member in a a new role owns any data

Answer 30

1. ) SF arranges access to her data for all users in the hierarchy (indirect members of the role)
2. ) Removes sharing to child records if the new member once as in another role
3. ) Adds new shares to reflect the change in settings
4. ) member owned any customer or partner portals - makes changes to group membership/ adjust shares that provide access in the hierarchy to records owned by or share to portal users.

Question 31

Salesforce recalculates all sharing rules

Answer 31

that included an members old role and new role in the source group. specifically deletes all shares for the user’s records form the top of the role and all of its subordinates and depending on the sharing rules for accounts SF might also need to remove shares to the accounts child records

Additional the user above loose access through inheritance in the hierarchy - no updates to group membership or sharing tables are required.

Question 32

Benefit of moving a role to another branch in the hierarchy results in

Answer 32

any portal accounts simple move along with their parent role and SF doesn’t have to change the related sharing; however Sf much do all the associated work for every user in the role being moved and for all their data.

Question 33

Results of changing the owner of a portal account

Answer 33

SF is reparenting the portal roles associate with the account and adjusting sharing for all of the data associated with that portal account

Question 34

ownership data skew

Answer 34

when a user owns more than 10k record of a single object

https://developer.salesforce.com/docs/atlas.en-us.draes.meta/draes/draes_tools_parallel_sharing_rule_recalculation.htm