Sharing and Visibility
In organization uses Enterprise Territory Management to assign Accounts based on geography. In addition, Opportunity Teams are used on complex deals. Sales Reps want to clearly see which Opportunities are part of their territory separate from Opportunities related to the team.
What is the recommended method to meet this requirement?
A. Set the Opportunity Owner to a Queue and filter in a List View.
B. Use a separate Opportunity record types based on Territory or Team.
C. Run an Opportunity report and Show My territories’ opportunities.
D. Use Account Teams instead of Opportunity Teams, which will implicitly restricts access.
Sales Managers at a company create reports and dashboards in Lightning Experience. Sales Managers want to share several reports with their Sales Teams. They also want Sales Team members to be able to contribute their own reports to the team.
What is the recommended method to meet these requirements?
A. Ask an Administrator to schedule report distribution emails to the team members.
B. Share My Personal Custom Reports with Manager Access to Everyone.
C. In Lightning Experience, create a folder and share Editor access to a Group.
D. Switch to Salesforce Classic, create a folder, and share Viewer access with a Group.
of 5. Sales Reps at an organization use Lightning Experience. When on vacation, Sales Reps want to have specific colleagues cover appointments scheduled with prospects as well as create new appointments on their behalf.
Which is the recommended method to meet this requirement?
A. Sales Reps should switch to Salesforce Classic in order to view Calendar details.
B. The Administrator should change Organization Wide Sharing Default for Calendar to Show Details and Add Events.
C. Sales Reps should change the Assigned To on Events that colleagues will cover and colleagues use Chatter for new appointments.
D. Instruct Sales Reps to use Share Calendar, and provide Show Details and Add Events access to colleagues.
of 5. Person Accounts are enabled in Universal Containers (UC) org. UC also uses Business Accounts and related Contacts. Users have requested the ability to share Contact records associated with Business Accounts with their colleagues.
Which feature enables this requirement to be met?
A. The Organization-Wide Sharing Default for Contact cannot be independently set when Person Accounts are used.
B. Set Organization-Wide Sharing Default for Accounts and Contacts to Private, and manually share the Business Contact.
C. Change the Account and Contact Organization-Wide Sharing Default to Public Read Write.
D. Set Organization-Wide Sharing Default for Contact to Controlled by Parent, and manually share the Business Account.
A company uses Einstein Analytics to analyze Opportunity data from Salesforce. Within Salesforce, the appropriate sharing has been set up to limit Opportunity record access to the appropriate users. Within Einstein Analytics, users must see only the data that they can access in Salesforce.
What is the correct security control to implement?
A. Disable the Download Data System Permission for users who access Einstein Analytics.
B. Einstein Analytics automatically follows Salesforce Sharing, no changes are needed.
C. Change the Einstein Analytics Security User to read only object access.
D. Set the dataset Row Level Sharing Source to Opportunity and Security Predicate to false.