Salesforce Sharing-and-Visibility-Architect Question Answers

Question # 1

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

A. Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy. 
B. Create 2 criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor. 
C. Create a Sharing Set for the Distributor profile to grant access to the Delivery object. 

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Question # 2

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? 

A. Trigger on Case ta lookup and share to the manager of an Assigned Agent custom field (the subject of the complaint) using Apex Managed Sharing.
 B. Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank. 
C. Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record. 

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Question # 3

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. Configure Role Hierarchy and create sharing rules. 
B. Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object. 
C. Configure organization-wide defaults of the Account object and create sharing rules. 

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Question # 4

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 has requested that any file links shared must be password-protected. How can this be accomplished? 

A. Utilize an AppExchange product for delivering password protected files to customers 
B. Create a content delivery; during creation, the user should select the option to require 3 password to access content. 
C. Set up an Experience Cloud site for customers to access files and share the file with customers via Chatter. Customers can then log in ta the site to access the content. 

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Question # 5

Universal Containers is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each other close deals. They requested a solution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expire automatically 2 weeks after the new fiscal year starts. Which proposed solution meets the requirements? 

A. Apex sharing to share opportunities with sales managers 
B. Scheduled Apex job to remove access 
C. Sharing rules to share opportunities with sales managers 

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Question # 6

Universal Containers implemented Sales Cloud and requested that sales agents have access to products and prices the company sells, and to be able to create opportunities for its customers. What should the organization-wide defaults be for pricebook? 

A. Public Read-Only 
B. View 
C. Use 

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Question # 7

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? 

A. The report owner 
B. The report owner and any users who have been given access to the “My Private Reports” folder 
C. The report owner and users with the View All Data permission 

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Question # 8

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? 

A. Read/Write 
B. View Only 
C. None 

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Question # 9

Universal Containers’ organization wide-defaults model is Private for the Account object. A sales rep owns two opportunities in one Account. The Sales Rep profile has Create/Edit access to opportunity records. Which level of access will the sales rep have to the related Account record? 

A. Read access 
B. Read/Create/Edit access 
C. No access 

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Question # 10

Which method should be used to grant an unrelated group of users access to a set of records? 

A. Role Hierarchy 
B. Sharing Sects 
C. Public Groups 

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