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?
Universal Containers (UC) is looking to expand its delivery capabilities through a network of distributors that use aPartner Community license. UCemployees currently can view all delivery records through the organization-wide default (OWD) setting of Public Read-Only.
Which approach should an architect recommend to limit the records a distributor can see?
Universal Containers (UC) would like to store an encryption key within Salesforce for use in Apex code, but it does not want users to be able to see this confidential key. Users require the view setuppermission.
How can UC securely store the confidential key?
Universal Containers requested to leverage Lightning Web Components (LWC) to improve support reps’ user experience. LWC will be used as view layer, and Apex classes will have the business logic.
Which attention points should the development team consider when implementing this solution?
At Universal Containers, there's a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?
Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative.The agent of the complaint should not see the case, but their manager should.
How is this accomplished?
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?
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
Universal Containers (UC) service reps are assigned to a profile which has View All on the Case object. The organization-wide default (OWD) for the Account and Case objects is Private.
To make sure service reps have access to all relevant information (Accounts and
Contacts) to attend to customer requests, which detail should an architect consider?
Mary is Joe's manager in the Role Hierarchy. The organization-wide default for a custom Invoice object is Public Read-Only, and Mary's profile is not granted the Read permission for the Invoice object.
Which action can Mary take on Joe's invoice records?
The sales managers at Universal Containers 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 associatesshould only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. 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 should an architect achieve these requirements?
Users at Universal Containers are complaining that a field has disappeared from the Account page after last weekend's deployment. The page layout did not change with this deployment.
How should the admin troubleshoot this issue?
Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage thesales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP —> Directorof Sales —> Sales Manager —> Sales Reps. Sales Reps should not see each others’opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.
What is the main problem an architect should address in this situation?
A banking company uses a VIP Flag in the Contact Object that they want only Private Banking Reps to see.
Which approach is recommended to meet this requirement?
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, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change.
How should an architect help UC improve sales reps’ productivity?
Universal Containers uses 75,000 distributors that have close to 1 million total users. Distributors need to use the community to see closing opportunitiesassigned to their distributor for delivery.
Which license recommendation will meet distributor needs?
To grant Universal Containers sales managers access to shipment records properly, it was necessary to leverage Apex managed sharing. The IT team is worriedabout improper access to records.
What should an architect recommend to mitigate this risk?
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agentswho work for multiple distributors. Those agents should have access to other distributor accounts as well.
What should be configured to grant agents access to different distributor accounts?
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?
A sales rep (John) at Universal Containers 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 withJohn.
Assuming the organization-wide default of the Account object is Public Read-Only, what is the impact in the system?
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?
Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganizethe roles and reassign account owners.
Which feature should an architect recommend to avoid problems with this operation?