Other Flashcards
How can you restrict users from seeing custom text field that you want to keep private (but you do want them to be able to edit the same field)?
Use classic encryption for custom fields. Only users with the permission “View Encrypted Data”
Can you use encrypted fields in email templates?
Yes, but the value is always masked regardless of whether you have the “View Encrypted Data” permission
Can encrypted fields be cloned using the standard Salesforce record cloning functionality?
Only if you have the “view Encrypted Data” permission can you clone the value of an encryped field
Are encrypted fields searchable?
No, but they can be included in search results
Which objects can you check (via SOQL) to determine the custom permissions that a user have?
SetupEntityAccess and CustomPermission sObjects
If you have access to an account’s child record, what type of access do you have to the parent account?
Implicit Read Only access
If you have access to a parent account, what access do you have to the child records?
You have access to the associated child records, but the account owner’s role determines the level of access to the child records
What is the sharing behavior for portal users on account and case access?
An account’s portal user has Read Only access to the parent account and to all of the account’s contacts
What is the sharing behavior for portal users when the data is owned by Service Cloud portal users?
Since Service Cloud portal users don’t have roles, portal account owners can’t access their data via the role hierarchy. To grant them access, you can add account owners to the portal’s share group where the service cloud portal users are working.
What is the sharing behavior for portal users for cases?
If a portal or customer community plus user is a contact on a case, then the user has Read and Write access to the case
What does implicit parent sharing provide?
Read-only access to the parent account for a user with access to a child record
What does implicit child sharing provide?
Access to child records for the owner of the parent account
What does implicit portal sharing provide?
Access to portal account and all associated contacts for all portal users under that account
What does implicit High Volume sharing provide?
Access to data owned by high volume users associated with a sharing set for users that are a member of the sharing set’s access group
Scenario: If visibility to records are determined by data that could change (ex Amount), but the people who should gain access to that data (the Top Deals team) remain the same, what sharing solution would work?
A criteria-based sharing rule that both uses the Amount field as the criterion for sharing and provides access to a public group containing all Top Deals team members