Salesforce Certified Platform Sharing and Visibility Architect Questions and Answers
Universal Containers implemented Sales Cloud and requested that only certain branch staff trained to sell high-risk products can create opportunities for high-risk products. How should an architect allow only specific branch staff to sell high-risk products?
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-wide default 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 advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
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 50 list views?
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 reorganize the roles and reassign account owners. Which feature should an architect recommend to avoid problems with this operation?
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 has selected a small and diverse group of users to review inactive accounts. Given the Private sharing model, a public group was created and made available to this group of users. A sharing rule was created to make inactive accounts visible to the public group. However, some of these users are reporting they do not see any of the accounts that were shared with the public group. What is the underlying issue for these users?
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?
A user uploads a PDF to the Files Home private library. Who is able to view the PDF?
A company launches a work- from- anywhere initiative in an effort to improve sales team productivity. However, the sales team uses a wide variety of devices with different form factors. The company currently uses a one- page layout to display Opportunity record details. The regional VP of sales complains about incorrect alignment of data in Opportunity records, making it difficult to read. Which action should a Platform Sharing and Visibility Architect take to correct this?
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?
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?
Universal Containers (UC) uses a custom Lightning component with an Apex class to display shipment information (custom object, Private organization-wide default). UC sales managers are complaining about two important points: Shipment records that belong to their teams can be seen by other users.- Shipment amount should be visible only by managers, but sales reps are able to view it. What should the the development team use to avoid these problems?
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?
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?
Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP -- > Director of Sales -- > Sales Manager -- > Sales Reps. Sales Reps should not see each others ' opportunities, and visibility of deals should open up within a Sales Rep ' s hierarchy. What is the main problem an architect should address in this situation?
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 have been established, each with a unique 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?
Universal Containers is planning to pilot a new application to a small set of sales reps. What is the optimal way to grant only those sales reps access to the new functionality, while hiding the legacy functionality?
Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?
Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other ' s data, but UC is also trying to give more visibility to data for certain individuals at a distributor. Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?
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?
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 access account and contact records. What is causing this issue?
Universal Containers implements Agentforce Sales and requests that only certain branch staff trained to sell high- risk products create opportunities for high- risk products. How should a Platform Sharing and Visibility Architect allow only specific branch staff to sell high- risk products?
Universal Containers requests 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. What should the development team consider when implementing this solution?
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 in the U.S. is complaining that he cannot view account records of the same segment in Canada. What should UC do to grant access properly?