Sharing and Visibility Wi22 Fullset Ordered Flashcards
A custom invoice object has been created with a Master-detail relationship to Account. The Account receivable (AR) team needs access to Invoices. AR users do not own nor have access to Account records. Account OWD is set to Private. The AR team is unable to find Invoices in List views, Reports, nor in Global Search. The Architect has been asked to help troubleshoot.
What could be the issue preventing AR team members from seeing invoices?
A. A sharing rule is missing to share Invoices to the AR team.
B. The AR team profile needs to be assigned an Invoice Page layout.
C. A sharing rule is missing to share Accounts to the AR team.
D. The Accounts receivable profile does not have read Permission to the Invoice Object.
C. A sharing rule is missing to share Accounts to the AR team.
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.
D. Set OWD, for Internal Users to Public Read Only.
A junior Account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.
What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?
A. Manual Share on the Opportunity.
B. Opportunity Team.
C. Manual share on the Account.
D. Create an Owner-based sharing rule.
B. Opportunity Team.
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. 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
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.
C. They will no longer have access to the record.
A sales rep at Universal Containers (UC) is a member of the Default Opportunity team for an account manager. The account manager created an opportunity and the sales rep is added to that Opportunity team.
The sales rep is complaining about no longer having access to an opportunity record that the sales rep was helping with.
What is the cause of this problem?
A. The Account team was changed and consequently the Opportunity team members were replaced by the Account team members.
B. The Sales rep was manually removed from the Opportunity team.
C. The Sales rep was removed from the Opportunity team in another opportunity record of the same account.
D. The opportunity owner can enable/disable if the “Default Opportunity team” is able to access the record.
B. The Sales rep was manually removed from the Opportunity team.
After setting up Customer Community and enabling collaboration, the architect realizes that customers are only seeing Chatter posts from other customers in their account.
What should the architect do to allow viewing Chatter posts from all customers?
A. Enable Community User Visibility.
B. Enable Chatter Super User.
C. Enable Internal Users Visibility.
D. Set View All for Chatter posts.
A. Enable Community User Visibility.
La A o la D?
For Community User Visibility, deselect the checkbox to allow users to be seen only by themselves and their superiors. Select the checkbox to allow community users to be seen by all other users in their communities.
After testing and deploying a new trigger that creates a related order when an opportunity is closed, the Architect begins receiving complaints of permission error messages appearing when closing an opportunity.
How did this error occur?
A. Trigger is using IsCreateable() Apex method and the user doesn’t have Create permission on the Order object.
B. The trigger handlers class does not use any sharing keywords and the user does not have access to the orders related to the opportunity.
C. The trigger should be using RunAs() when creating the order.
D. The trigger handler class is using “with sharing” and the user does not have access to the orders related to the opportunity.
D. The trigger handler class is using “with sharing” and the user does not have access to the orders related to the opportunity.
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.
B. Setup External Object to use OAuth to connect to the Accounting system.
D. Restrict access to data in the accounting system.
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
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.
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.
At Universal Containers, Accounts and Contacts are normally visible to all employees, and Proposals (custom object) are visible to the Account owner and managers. However, some Proposals are considered confidential and are managed by a Strategic Proposals team. These Proposals should not be visible to anyone in the Sales group other than the owner and the strategic team.
How should the architect design for this requirement?
A. Proposal Owner set to the Strategic Deals Team Queue and create an owner-based sharing rule to grant visibility to the Account owner.
B. Proposal Owner set to the Strategic Deals Team Queue and set the Account relationship to Master-Detail.
C. Disable Grant Access Using Hierarchies and set an Owner-Based Sharing rule for Strategic Deals team.
D. Disable Grant Access Using Hierarchies and set a Criteria-Based Sharing rule for Strategic Deals team.
D. Disable Grant Access Using Hierarchies and set a Criteria-Based Sharing rule for Strategic Deals team.
Besides their own team accounts, sales managers at Universal Containers need to have READ access to all accounts of the same segment in other countries. Role hierarchy was implemented accordingly (based on countries), but a sales manager in the US is complaining that he cannot view account records of the same segment in Canada. What should be done to grant access in a proper way?
A. Create owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
B. Change the role hierarchy and put all of the sales managers in the US and Canada in the same role.
C. Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
D. Create a public group and include all accounts of the same segment and grant access through a permission set.
A. Create owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
C?
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
D. Only Bob
By default, how many roles are created when the first external user is created on a partner account?
A. 0
B. 3
C. 2
D. 1
D. 1
In order to allow community users to collaborate on Opportunities, which license type must the users be given?
A. Customer Community
B. Customer Community Plus
C. Partner Community
D. Sales Community
C. Partner Community
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
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
B. None
Sales executives at Universal Containers (SC) 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.
Sales managers at Universal Containers (UC) have requested viewing customer invoices in Salesforce. Invoice data is mastered in the ERP system. The architect at UC decided to surface the customer invoices in salesforce using external objects and did the following:
- Configured an external object called Invoice.
- Created a lookup relationship between the account and the invoice.
How can the architect grant the sales managers access to the customer invoices data?
A. By creating sharing rules to share the invoices records with users in sales managers roles.
B. By creating manual sharing to share invoices with relevant sales managers.
C. By controlling the invoices object permissions on the sales manager’s profile.
D. By creating a sharing set to share invoices with users in sales manager role.
C. By controlling the invoices object permissions on the sales manager’s profile.
Sales managers want their team members to help each other close Opportunities. The Opportunity and Account organization-wide defaults are private. To grant Opportunity access to sales reps on the same team, ownership-based sharing rules were created for each team.
What is the side effect of this approach?
A. All sales reps will have Read access to Accounts for all Opportunities
B. Sales Reps on the same team will have Edit access to the Accounts for Opportunities owned by their team members.
C. All sales reps will have Read access to all Accounts.
D. Sales reps on the same team will have Read access to the Accounts for Opportunities owned by their team members.
D. Sales reps on the same team will have Read access to the Accounts for Opportunities owned by their team members.
Sales Operations at Universal Containers (UC) has created Public Report and Dashboard folders for sales managers that report to the VP of Sales. Sales Operations currently spends a few hours each month updating users that should have access to edit items in these folders.
In which two ways can UC grant access to sales managers to automate access to these Reports and Dashboards folders?
Choose 2 answers
A. Share the folders lowest roles in the Role Hierarchy, superiors will get access automatically.
B. Share the folders with the “VP of Sales” Role and Subordinates.
C. Share the folders with the “Sales Managers” Queue.
D. Share the folders with a “Sales Managers” Public Group.
B. Share the folders with the “VP of Sales” Role and Subordinates.
D. Share the folders with a “Sales Managers” Public Group.
Sales Operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies. In which two ways can UC hide list views that are not relevant to an individual user since there will be over 50 list views?
Choose 2 answers
A. Share the list views with the appropriate queue.
B. Share the list views with the appropriate role in the role hierarchy.
C. Share the list views with the appropriate individual users.
D. Share the list views with the appropriate public group.
B. Share the list views with the appropriate role in the role hierarchy.
D. Share the list views with the appropriate public group.
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.
Susan posts a file to the Chatter feed for a record of an object which OWD is private.
Which two statements accurately describe who can view the file by default?
Choose 2 answers.
A. Susan and users with the View All Data permission.
B. Susan and users with access to the record.
C. Susan and users with a shared chatter post link to the file.
D. Susan only.
A. Susan and users with the View All Data permission.
B. Susan and users with access to the record.
The architect at Universal Containers is trying to ensure that security vulnerabilities are not present within the Salesforce organization. What two tests should the architect verify?
Choose 2 answers
A. Test for SOQL Injection.
B. Test Cross-Site Scripting on Apex queries.
C. Test Cross-Site Scripting on custom pages.
D. Test for invalid user access attempts.
A. Test for SOQL Injection.
C. Test Cross-Site Scripting on custom pages.
The architect has a requirement to create a criteria-based sharing rule based on the customer Social Security number. However when setting up the rule in Contact Sharing, the field is not shown on the list of available fields.
What might cause this?
A. Text fields with validation rules are not available for sharing rules.
B. The architect does not have permission to Compliance fields.
C. The field has been configured for encryption.
D. The architect’s profile does not have Field level Security (FLS) for this field.
C. The field has been configured for encryption.
The Corporate Identity and Access Team needs to audit User setup in the Salesforce org. What two permissions should be granted to this team so they can perform their audit?
Choose 2 answers
A. View All Data
B. View permission on the User object
C. View Setup and Configuration
D. View All Users
C. View Setup and Configuration
D. View All Users
The finance team at Universal Containers usually does not need access to Account and Contact records. A finance analyst was temporarily given opportunity access for a big deal to help with tax calculation. She can now also access Account and Contact records as well.
Which two reasons could be causing this issue?
Choose 2 answers
A. Account records can be accessed due to role hierarchy.
B. Contact records can be accessed due to implicit sharing from Account.
C. Account records can be accessed due to implicit sharing from Opportunity.
D. Contact records can be accessed due to implicit sharing from Opportunity.
B. Contact records can be accessed due to implicit sharing from Account.
C. Account records can be accessed due to implicit sharing from Opportunity.
The sales managers at the Universal Containers (UC) requested their teams to define each user’s role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions:
● Read access to the accounts.
● Read access to cases related to the accounts
● No access to deals related to the accounts
The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is private and no sharing rules are configured on the account object. How can an Architect achieve these requirements?
A. Use Account teams and use Sharing rules to share cases with sales associates. No change required to the opportunity object
B. Use Account teams, Case teams. No configuration required for the opportunity object.
C. Use Account teams, Opportunity teams, and Case teams.
D. Use Account Teams to define access to accounts as well as opportunities and cases related to accounts.
D. Use Account Teams to define access to accounts as well as opportunities and cases related to accounts.
Account Owners (or Admins) must grant record-level access to account team members for the Account object, and Related Opportunities, Contacts, and/or Cases.
The sales managers in Japan have asked the sales manager in Australia to assist them closing their deals. How are these requirements achieved?
A. Use a sharing set to give the sales manager access to the deals.
B. Assign the sales manager View All on the opportunity object.
C. Create ownership-based sharing rule.
D. Use opportunity teams to automatically add the sales manager as a team member.
D. Use opportunity teams to automatically add the sales manager as a team member.
To grant Universal Containers sales managers access to shipment records properly, it was necessary to leverage Apex managed sharing. The IT team is worried about improper access to records.
Which two features and best practices should a Salesforce architect recommend to mitigate this risk?
Choose 2 answers
A. Use runAs system method in test classes to test different users and profiles.
B. Use With Sharing keyword in Apex classes to assure record visibility will be followed.
C. Use isShareable keyword in Apex classes to assure record visibility will be followed.
D. Use isAccessible keyword in Apex classes to assure record visibility will be followed.
A. Use runAs system method in test classes to test different users and profiles.
B. Use With Sharing keyword in Apex classes to assure record visibility will be followed.
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 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.
C. Set the External OWD to Private for the Delivery object.
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.
C. Sales Engineers Managers and their managers in the role hierarchy will also have access to these records.
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.
C. Create a sharing set to share cases with the students.
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.
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
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.