Universal Containers would like to control access to records and objects according to the following business requirements: Sales users can view all accountrecords but only edit their own records. Sales managers can view all account records but only edit records of their team. Service users canview all account records thatare not marked with a RecordType of Prospect.
Which organization-wide default configuration should an architect recommend to fulfill these requirements?
A custom Invoice object has been created with a master-detail relationship to Account. The accounts receivable (AR) team needs access to invoice records. AR users neither own nor have access to account records.The Account organization-widedefault is set to Private. The AR team is unable to find invoices in list views, reports, and Global Search.The architect has been asked to help troubleshoot.
What is preventing AR team members from seeing invoices?
The corporate identity and access team needs to audit User setup in the Salesforce org.
Which permission should be granted to this team so they can perform their audit?
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 to achieve these requirements?
The finance team at Universal Containers usually does not have access to account and contact records. A finance analyst was temporarily given opportunity access for a big deal to help with tax calculation. However, she can now also accessaccount and contact records.
What is causing this issue?
Universal Containers (UC) has a custom object to track the internal net promoter score (NPS) for all of its employees. The manager is in the role above the owner and there are no sharing rules on the object.
How should UC ensure that NPS records cannot be accessed by the owner's manager?
Universal Containers is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each otherclose deals. They requested asolution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expireautomatically 2 weeks after the new fiscal year starts.
Which proposed solution meets the requirements?
Dreamforce presenters need to be able to edit their presention details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junctionobject between Presenter and User.
How can this be accomplished?
Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALLscheduled courses owned by theoperation users team.
How should this be achieved?
Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than SO list views?
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