Salesforce Certified Sharing and Visibility Architect (WI25) Questions and Answers
Universal Containers (UC) sales managers are complaining that they cannot access their teams’ Shipment records (a custom object). Initially, the admin suggested that this is happening due to a misconfigured Role Hierarchy (Shipment organization-wide default is Private). After investigation, they determined the RoleHierarchy for these users is correct.
What is the reason why UC sales managers are unable to see shipment records?
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 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?
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?
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?
Universal Containers’ organization wide-defaults model is Private for the Account object. A sales rep owns two opportunitiesin one Account. The Sales Repprofile has Create/Edit access to opportunity records.
Which level of access will the sales rep have to the related Account record?
Sales reps at Universal Containers sometimes create large files as a part of the sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO hasrequested that any file linksshared must be password-protected.
How can this be accomplished?
Universal Containers uses Person Accounts to represent retail customers and Business Accounts to represent commercial customers. The retail sales team should not have access to commercial customers but should have access to ALL retailcustomers.
With the organization-wide default on Account set to Private, how should the architect meet these requirements?
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?
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?
An architect has a requirement to create a criteria-based sharing rule based on the customer Social Security Number. However, when setting up the rule in Contact Sharing, the field is not shown on the list of available fields.
What is causing this issue?
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?
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?
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?
Universal Containers created a public group with certain sales engineers to help on complex deals, as well as a sharing rule to grant access to these opportunities. The Opportunity organization-wide default is Private.
What is the impact of these sharing settings?
Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager inthe U.S. is complaining that he cannot view account records of the same segment in Canada.
What should UC do to grant access properly?
What should an architect recommend to make sure that users that gained access to a custom object record through Apex managed sharing do not lose access to it when its owner is changed?
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?
A sales rep at Universal Containers was added to an opportunity team with Read/Write permissions.
Which action is she allowed to perform in the opportunity?
Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities, These list views should only be available to certain executives who specialize in closing problematic deals.
What should UC do to solve this requirement?
In order to allow community users to collaborate on Opportunities, which license type must the users be given?
Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC can see the records in search layout, but when they click to viewthe detail, only record name, created date, and last modified date are shown. When the system admin accesses it, he or she sees the full record detail with many more data fields.
What is the likely cause of this issue?
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?