Salesforce - Sharing and Visibility Architect

Universal Containers uses 75,000 distributors that have close to 1 million total users. Distributors need to use the community to see closing opportunities assigned to their distributor for delivery. What license recommendation will meet distributor needs?

• Customer Community

• Customer Community Plus

• Sales Cloud

• Partner Community

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 two.)

• Share the folders with the “VP of Sales” Role and Subordinates.

• Share the folders lowest roles in the Role Hierarchy, superiors will get access automatically.

• Share the folders with a “Sales Managers” Public Group.

• Share the folders with the “Sales Managers” Queue.

What advanced tool can Salesforce enable for large-scale role hierarchy realignments?

• Set external organization-wide default to public read only

• Granular locking

• Partitioning by Divisions

• Skinny Table Indexing

By default, how many roles are created when the first external user is created on a partner account?

• 3

• 2

• 1

• 0

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 two.)

• Contact records can be accessed due to implicit sharing from Account.

• Account records can be accessed due to role hierarchy.

• Account records can be accessed due to implicit sharing from Opportunity.

• Contact records can be accessed due to implicit sharing from Opportunity.

Universal Containers keeps product brochures in Salesforce as files. Sarah shares a public link to a product brochure with potential customers during a meeting. She wants to ensure they do not have access to the file after the meeting.

How should Sarah accomplish this?

• Delete the public link.

• Move the file to another folder.

• Delete the file.

• Rename the file.

Universal Containers’ organization wide-defaults model is private for the Account object. A sales representative user has Create/Edit access to opportunity records. Which level of access will the sales rep have to the related account record?

• Read/Create/Edit access

• No access

• Read/Create access

• Read-only access

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 two.)

• View All Users

• View Setup and Configuration

• View permission on the User object

• View All Data

Universal Containers (UC) is implementing Sales Cloud. During the last quarter of the financial year, sales agents help each other close deals. They requested a solution in Salesforce to allow them to specify an assistant agent on the opportunity record. When the sales agent changes the assistant field, the system should automatically remove access from the previous assistant and grant access to the new assistant.

What is the optimum solution to meet the requirements?

• Use opportunity team and create an assistant field, use apex to share opportunities with the assistant agent.

• Use apex sharing to share and unshare opportunities with the assistant agent.

• Use sharing rule to share opportunities with the assistant agent.

• Use share group to share opportunities with the assistant agent.

Universal Containers (UC) has a partner community for its 200 distributors. UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is private.

How can an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?

• Create a criteria-based sharing rule that shares delivery records matching a distributor to the Distributor role in the role hierarchy.

• Create a criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.

• Give ownership of the delivery record to a distributor user.

• Create a Sharing Set for the Distributor Profile to grant access to the Delivery object.