Sharing and Visibility Su21 Flashcards
Which two options can be selected to share data with when creating a sharing rule?
Choose 2 answers
A. Roles
B. Public Groups
C. Users
D. Profiles
A. Roles
B. Public Groups
To reduce the case time resolution and improve customer satisfaction, Universal Containers (UC) wants to allow specialized marketing consultants to have edit access to Case records of VIP customers. These cases should be visible only to the support rep who owns the case and the marketing consultants.
Which recommendation should a Salesforce architect give to allow this scenario?
A. Case organization-wide default Public Read Only and Case Team with Read permission.
B. Case organization-wide default Private and Case Team with Read/Edit permission.
C. Case organization-wide default Private and Account Team with Read/Edit permission.
D. Case organization-wide default Private, role hierarchy, and Read Only ownership-based sharing rule.
B. Case organization-wide default Private and Case Team with Read/Edit permission.
Universal Containers (UC) is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local dealers service containers. UC implemented a new Partner Community for its dealers. Each dealership has a dealer manager who manages the service agents. The community-sharing model is private.
What is the optimal option to give dealer managers visibility to customer cases only raised by their service agents?
A. Change external organization-wide default of case object to public read only.
B. Create a sharing rule to share cases created by service agents with their dealer manager.
C. Using the role hierarchy, the cases raised by service agents will be visible to their relevant dealer managers.
D. Create a sharing set to share cases created by service agents with their dealer manager.
C. Using the role hierarchy, the cases raised by service agents will be visible to their relevant dealer managers.
Universal Containers (UC) has a mostly private organization-wide default (OWD), as it is a core principle of UC to respect client data privacy. UC has implemented complex processes for granting access to Opportunity data. A few key members of the Sales Reporting team need to always be able to see, but not change, Opportunity data for all Opportunities.
What should an architect recommend as an approach to meet these requirements?
A. Create a Permission Set that grants “View All Data” Permission.
B. Make Opportunity OWD read-only.
C. Give “View All Data” Permission to the Sales Reporting Profile.
D. Create a Permission Set that grants “View All” permission for Opportunity.
D. Create a Permission Set that grants “View All” permission for Opportunity.
Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in order to grant access to supporting internal users (legal, engineering, finance, and a forth) for customer records when they need help. In general, the sales reps involved in the deals will not change.
How Can a Salesforce architect help UC to Improve sales reps productivity?
A. Create a criteria-based sharing rule to grant access to other users.
B. Create a permission set with “View all data” and assign to supporting users.
C. Create a public group and replace the account ownership with it.
D. Leverage default Account team.
D. Leverage default Account team.
Universal Containers (UC) has a business unit that uses a custom object to track requests which demands a high level of internal team collaboration. Although all requests must have an owner, all employees are required to collaborate on requests.
Which recommendation should a Salesforce architect provide to optimize the solution and meet these requirements?
A. Set the Request object’s OWD to Public Read/Write.
B. Set the Request object’s OWD to Private and grant Modify All Data permission on all Profiles for the Request object.
C. Set the Request object’s OWD to Private and criteria-based sharing rule to share all Request records with all internal users.
D. Set the Request object’s OWD to Public Read Only and configure role hierarchy.
A. Set the Request object’s OWD to Public Read/Write.
A y C hacen lo mismo pero la A es más optima, la C requiere de sharing rules?
Universal Containers (UC) has a private Organization-Wide Defaults (OWD) model for the Account object and needs to control the access of records and fields according to these requirements:
- Sales reps can view/edit only their own records and cannot access the field “segment” in account page.
- Service reps need to view all accounts but cannot edit any information.
- Sales managers can modify any account of reps reporting to them.
- Service managers can modify any account.
How can a Salesforce architect provide an optimal solution for this scenario?
A. Use profiles, sharing rules, and change OWD to public read-only.
B. Use profiles, manual sharing, and field-level security.
C. Use profiles, permission sets, and field-level security.
D. Use profiles, permission sets, role hierarchy, and field-level security.
D. Use profiles, permission sets, role hierarchy, and field-level security.
Jane, a support representative at Universal Containers, created a report to view all her open cases that have been created in the past 7 days and saved the report in the “Private Reports” folder.
Who can view and run the report?
A. The report owner and any users who have been given access to the “My Private Reports” folder
B. The report owner and anybody in the role hierarchy above the report owner
C. The report owner
D. The report owner and users with the “View All Data” permission
C. The report owner
Universal Containers (UC) enables customers to manage issues using a Customer Community license. The Case external organization-wide default is set to Private. Currently community users can only see cases they created.
What can be done to allow community users to see all cases for their account?
A. Write an Apex class to create manual shares for these users.
B. Ensure the criteria-based sharing rule applies to all users.
C. Create a sharing set for these customers.
D. Upgrade the licenses to Customer Community Plus.
C. Create a sharing set for these customers.
Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk Opportunities. These list views should only be available to certain executives that specialize in closing problematic deals.
How can UC solve this requirement?
A. Share the List Views with the appropriate Role in the Role Hierarchy.
B. Share the List Views with the appropriate Public Group.
C. Share the List Views with the appropriate individual users.
D. Share the List Views with the appropriate Queue.
B. Share the List Views with the appropriate Public Group.
Universal containers (UC) implemented a private organization-wide default for the Container and Case objects.
How can UC give support representatives access to Container and Case records owned by Customer Community users?
A. Create an ownership-based sharing rule that gives access to the head of support role and internal subordinates.
B. Create a Share Group based on the sharing set created for the Customer Community User Profile.
C. Create a criteria-based sharing rule that gives access to the head of support role and internal subordinates.
D. Support representatives will automatically get access to these records via the role hierarchy.
B. Create a Share Group based on the sharing set created for the Customer Community User Profile.
Universal Containers (UC) has a team that analyzes customer orders looking for fraud. This team needs access to Invoice records (Custom object, Private OWD). UC has complex rules to control user access. The Salesforce Architect recommended using Apex managed sharing to meet these requirements.
Which two recommendations should a Salesforce Developer consider when implementing the changes?
Choose 2 answers
A. Use “Without Sharing” keyword to make sure record visibility will be considered.
B. Use “With Sharing” keyword to make sure record visibility will always be considered.
C. Use “With Sharing” keyword to enforce field-level security.
D. Use runAs system method to test different users accessing these records.
B. Use “With Sharing” keyword to make sure record visibility will always be considered.
D. Use runAs system method to test different users accessing these records.
Universal Containers (UC) is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each other close deals. They requested a solution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expire automatically two weeks after the new fiscal year starts.
Which two options to propose a solution to meet the requirements?
Choose 2 answers
A. Apex Sharing to share opportunities with sales managers.
B. Scheduled Apex job to remove access.
C. Opportunity team to share opportunities with sales managers.
D. Sharing Rules to share opportunities with sales managers.
B. Scheduled Apex job to remove access.
C. Opportunity team to share opportunities with sales managers.
Ojo, puedes quitar accesos del opportunity team con apex? A, B?
Assuming Person Account is enabled in a Salesforce organization, which three objects can be configured as “Controlled by Parent” in Sharing Settings?
Choose 3 answers
A. Opportunity
B. Order
C. Asset
D. Contact
E. Case
B. Order
C. Asset
D. Contact
Universal Containers would like to control access to records and objects according to the following business requirements:
- Sales users can view all Account records but only edit their own records.
- Sales managers view all Account records but only edit records of the team.
- Service users can view all Account records that are not marked with a RecordType of Prospect.
Which organization-wide default configuration should a Salesforce architect recommend to fulfill these requirements?
A. Public Read Write
B. Private
C. Public Read Only
D. Public Read/Transfer
B. Private
- No es C, tendria que ser la B, ya que por record type no puedes quitar acceso.*
- Record type assignment on a user’s profile or permission set (or permission set group) doesn’t determine whether a user can view a record with that record type. The record type assignment simply specifies that the user can use that record type when creating or editing a record.*