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A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
Universal Containers (UC) has a mostly Private organization-wide default, as it's 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?
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. Eachdealership has a dealer manager who manages the service agents. The communitysharing model is private.
What is the optimal option to give dealer managers visibility to customer cases only raised by their service agents?
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?
Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location.
Which options should be used together to achieve the requirements?
A consulting company uses the Salesforce mobile app for its field consultants and uses Case object to track customer specific consulting done by field consultants. The company also has a large number of customer servicerepresentatives who takes calls from customers on company issued desktops and uses case object to track customer issues and grievances. The company would like to capture images of customer site captured by field consultants while they are editingthe case record during customer site visit. The Director of IT wants to minimize customization and promote reuseability of code artifacts wherever possible.
What recommendations should an architect give to the company to implement the image capture requirement, while ensuring customer that the service rep can continue to use same lightning pages they were trained to use?
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 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?
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?
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?
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?
Which functionality does the system method "runAs()" verify when writing test methods?
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?
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) uses a custom Lightning component with anApex class to display shipment information (custom object, Private organization-widedefault). UC sales managers are complaining abouttwo important points: Shipmentrecords that belong to their teams can be seen by other users. Shipment amountshould be visible only by managers, but sales reps are able to view it.
Which feature did the development team miss that is causing the problems?
An architect from a previous project implemented Platform Shield Encryption for a company. However, based on a recent audit, the company's Privacy Team identified three additional fields in their Account Records (Billing Street, BillingCity and Phone) that needs to be secure and protected.
How should an architect proceed with this new policy change?
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?
Who can view a PDF that is uploaded to the Files Home private library by a user?
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
Universal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes havebeen established, each with aunique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?
TESTED 21 Jan 2025
