Sharing and Visibility Su21 Flashcards

1
Q

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

A. Roles

B. Public Groups

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2
Q

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.

A

B. Case organization-wide default Private and Case Team with Read/Edit permission.

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3
Q

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.

A

C. Using the role hierarchy, the cases raised by service agents will be visible to their relevant dealer managers.

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4
Q

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.

A

D. Create a Permission Set that grants “View All” permission for Opportunity.

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5
Q

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.

A

D. Leverage default Account team.

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6
Q

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

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?

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7
Q

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.

A

D. Use profiles, permission sets, role hierarchy, and field-level security.

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8
Q

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

A

C. The report owner

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9
Q

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.

A

C. Create a sharing set for these customers.

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10
Q

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.

A

B. Share the List Views with the appropriate Public Group.

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11
Q

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.

A

B. Create a Share Group based on the sharing set created for the Customer Community User Profile.

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12
Q

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.

A

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.

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13
Q

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.

A

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?

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14
Q

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

A

B. Order

C. Asset

D. Contact

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15
Q

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

A

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.*
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16
Q

A sales rep at Universal Containers (UC) has manually shared an Opportunity record with internal pre-sales users. After some time, the sales rep moved to another position and all opportunities records that were owned were transferred to a new sales rep. What happened to the internal pre-sales users access to the opportunity?

A. They still have access to the record due to inherited sharing.

B. They still have access to the record due to implicit sharing.

C. They will no longer have access to the record.

D. They still have access to the record due to team access.

A

C. They will no longer have access to the record.

17
Q

Universal Containers (UC) implemented Sales Cloud and requested that only certain branch staff trained to sell high risk products can create opportunities for high risk products.

In which two ways can an Architect allow only specific branch staff to sell high risk products?

Choose 2 answers

A. Set Price Book Organization Wide Default to View Only and share the price book (High Risk) with the trained staff.

B. Configure Price book Organization wide default to No Access.

C. Share (High Risk) price book with the trained staff via manual sharing.

D. Share (High Risk) price book with the trained staff via sharing rule.

A

B. Configure Price book Organization wide default to No Access.

C. Share (High Risk) price book with the trained staff via manual sharing.

No Access - Users can’t see price books or add them to opportunities. Use this access level in your organization-wide default if you want only selected users to access selected price books. Then, manually share the appropriate price books with the appropriate users.

18
Q

Universal Containers (UC) implemented Sales Cloud and requested that sales agents have access to products the company sells and be able to create opportunities for its customers.

What should the Organization-Wide Defaults (OWD) be for pricebook?

A. Public Read Write

B. Use

C. Public Read Only

D. View

A

B. Use

19
Q

Universal Containers (UC) sales managers are complaining that they cannot access their teams’ Shipment records (a custom object). Initially, the admin suggested that this is happening due to misconfigured role hierarchy (Shipment OWD is Private). After investigation, they determined the role hierarchy for these users is correct.

What can be the reason why Universal Containers sales managers are not able to see Shipment records?

A. Role hierarchy implicit sharing was incorrectly disabled by the Salesforce admin.

B. The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the Salesforce admin.

C. Sales managers have only the Read permission on the Shipment object and should not be able to edit their team records.

D. Ownership-based sharing rule for Shipment was incorrectly disabled by the Salesforce admin.

A

B. The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the Salesforce admin.

20
Q

Universal Containers (UC) delivers training and courses to students and companies. UC is implementing a Salesforce Customer Community for its students granting them a Customer Community license. As part of the community requirements, UC asked to give students access to cases that are related to their account in the UC community.

What is the optimum sharing technique that can achieve the requirements?

A. Create a sharing rule to share cases with the students.

B. Create a share group to share cases with the students.

C. Create a sharing set to share cases with the students.

D. Use Apex sharing to share cases with the students.

A

C. Create a sharing set to share cases with the students.

21
Q

Universal Containers (SC) has created a public group with certain Sales Engineers to help on complex deals and a sharing rule to grant access to these opportunities. Opportunity OWD is private.

What is the impact of these sharing settings?

A. Sales Engineers direct reports will also have access to these records.

B. Sales Engineers that have a similar role of the Sales Engineers of the public group will also have access to the records.

C. Sales Engineers Managers and their managers in the role hierarchy will also have access to these records.

D. Subordinates of Managers who have Sales Engineers in the public group will also have access to these records.

A

C. Sales Engineers Managers and their managers in the role hierarchy will also have access to these records.

22
Q

An External Object is created to show Invoices from an external accounting system. When viewing the External Object, a user should only access invoice records the user is authorized to see.

What two actions are required to achieve the above requirements?

Choose 2 answers

A. Create an owner based sharing rule to grant visibility to the Invoice object.

B. Setup External Object to use OAuth to connect to the Accounting system.

C. Grant access to the External Object to only the Account Manager profile.

D. Restrict access to data in the accounting system.

A

B. Setup External Object to use OAuth to connect to the Accounting system.

D. Restrict access to data in the accounting system.

23
Q

Universal Containers provides 24x7 support for its customers worldwide using call centers in three different countries with each one covering an 8-hour shift in different time zones. Service reps in a call center have access to the same information but only during their local working hours.

Which feature in Salesforce controls access for specific login hours?

A. Set the login hours on user records

B. Permission sets

C. Custom permissions

D. Profiles

A

D. Profiles

24
Q

Universal Computers (UC) is looking to expand its delivery capabilities through a network of distributors that use a Partner Community license. UC employees currently can view all delivery records through the organization-wide default (OWD) setting of Public Read Only.

Which approach would an architect recommend to limit the records a distributor can see?

A. Create an ownership-based sharing rule to grant access to the distributor.

B. Remove Read permission from the distributor profile.

C. Set the External OWD to Private for the Delivery object.

D. Create a criteria-based sharing rule to grant access to the distributor.

A

C. Set the External OWD to Private for the Delivery object.

25
Q

Mary is Joe’s manager in the role hierarchy. The OWD for a custom Invoice object is Public Read Only and Mary’s profile is not granted the Read permission for the Invoice object.

What action can Mary take on Joe’s Invoice records?

A. View Only

B. None

C. Read/Write

D. Edit Only

A

B. None

26
Q

Universal Containers (UC) has implemented Customer Community with customer community plus license for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.

What can be configured to grant agents access to different distributor accounts?

A. Use Apex sharing to share distributor accounts with agents using the Account Share table.

B. Use share group to share distributor accounts with agents who have account contact relationship.

C. Create sharing rules to share distributor accounts with agents.

D. Create sharing set to share distributor accounts with agents using account contact relationship.

A

B. Use share group to share distributor accounts with agents who have account contact relationship.

27
Q

At Universal Containers there is a team of auditors distributed through the organization that all need access to high-value Opportunities.

With a Private sharing model, which two options should an architect recommend when designing a solution for this requirement?

Choose 2 answers

A. Put the auditors as the highest level of the role hierarchy.

B. Add the auditors to the default Opportunity Team.

C. Create a public group and assign the Auditors to the group.

D. Create a criteria-based sharing rule to give access to the public group for high-value Opportunities.

A

C. Create a public group and assign the Auditors to the group.

D. Create a criteria-based sharing rule to give access to the public group for high-value Opportunities.

28
Q

Bob uploads a PDF to his Files Home private library.

Who can view this file?

A. Bob and users above Bob in the role hierarchy

B. Bob and users with View All Data permission

C. Bob and users with Modify All Data permission

D. Only Bob

A

D. Only Bob

29
Q

A sales rep (John) at Universal Containers (UC) requested to update information in an account record where he has READ only access. John requested the EDIT access permission from the owner of the record (Paul). Paul manually shared the record with John. Assuming the OWD of the Account object is Public Read-Only, what is the impact in the system?

A. New AccountShare record is created. Row Cause is “Manual” and Access Level is “Read/Write”.

B. Existing AccountShare record is updated. Row Cause is “Owner” and User/Group is “John”.

C. New AccountShare record is created. Row Cause is “Owner” and Access Level is “Full”.

D. Existing AccountShare record is updated. Row Cause is “Manual” and Access Level is “Read/Write”.

A

A. New AccountShare record is created. Row Cause is “Manual” and Access Level is “Read/Write”.

https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_accountshare.htm

30
Q

Universal Containers (UC) uses a custom Visualforce page to display shipment tracking information (custom object, private OWD) to field manager and agents. The IT team wants to make sure that users have access to only the information that is allowed. Which Apex method must be used to make sure only allowed fields are shown to the users?

A. isReadable()

B. isShowable()

C. isAccessible()

D. isViewable()

A

C. isAccessible()

31
Q

A custom ServiceFeedback object is used to collect partner feedback. ServiceFeedback records should be available to all internal employees. The OWD is set to Private for external users so partners cannot see feedback from other partner users.

How can the Architect give access to all internal employees?

A. Create a trigger on ServiceFeedback to change ownership to an internal employee.

B. Ensure all the internal users are above the partners in the role hierarchy.

C. Create an Owner based sharing rule for all ServiceFeedback records owned by Partners.

D. Set OWD, for Internal Users to Public Read Only.

A

D. Set OWD, for Internal Users to Public Read Only.

32
Q

Universal Containers (UC) delivers training in 500 different regions. The UC Operations Users team manage course setup, scheduling, and trainer setup. The Operations Users team members work at a regional level and report to an Operations manager. The Operations manager requested access to edit ALL scheduled courses owned by the Operation Users team.

How can this be achieved?

A. The Operations manager will get access to the scheduled courses by granting the Operations manager modify ALL on scheduled courses.

B. The Operations manager will get access to the scheduled courses owned by the Operations Users team defined in the role hierarchy.

C. The Operations manager will get access to the scheduled courses by creating an ownership-based sharing rule and share the scheduled courses with the Operations manager.

D. The Operations manager will get access to the scheduled courses by creating a public group and add the Operations manager and the Operations Users team to the public group.

A

C. The Operations manager will get access to the scheduled courses by creating an ownership-based sharing rule and share the scheduled courses with the Operations manager.

or B, probably C

33
Q

Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC can see the records in search layout, but when they click to view the detail, only record name, created date, and last modified date are shown. When the system admin accesses it, he or she sees the full record detail with many more data fields.

What is the likely cause of this issue?

A. Sales users profile does not have access to the remaining fields.

B. Page layout assigned to sales user profile has only read-only access to the fields.

C. Org-wide sharing settings have been set to Private and need to be adjusted to Public Read/Write.

D. A role-based sharing is missing and should be added for the sales user’s role to grant access to the fields.

A

A. Sales users profile does not have access to the remaining fields.

34
Q

Universal Containers has selected a small and diverse group of users to review inactive accounts. Given the Private sharing model, a public group was created and made available to this group of users. A sharing rule was created to make inactive Accounts visible to the public group. However some of these users are reporting they don’t see any of the Accounts that were shared with the public group.

What is the underlying issue for these users?

A. The users have a permission set that only allow Accounts in “Active” status.

B. The Accounts are owned by users higher in the role hierarchy.

C. The users are in profiles that have no access to the Account object.

D. The page layout assigned to these users is different than the Account owner.

A

C. The users are in profiles that have no access to the Account object.

35
Q

Ursa Major Solar is writing test methods.

Which functionality does the system method “runAs()” Verify?

A. Enforcement of a user’s public group assignments.

B. Enforcement of a user’s field-level security.

C. Enforcement of user’s permissions.

D. Enforcement of a user’s record sharing

A

D. Enforcement of a user’s record sharing