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 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?
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?
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?
Sales reps at Universal Containers (UC) are complaining about the manual activities they need to perform to grant access to supporting internal users (legal, engineering, finance, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change. How should a Platform Sharing and Visibility Architect help UC improve sales reps ' productivity?
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?
Dreamforce presenters need to be able to edit their presentation details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junction object between Presenter and User. How can this be 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. Which feature did the development team miss that is causing the problems?
Universal Containers (UC) has a team that analyzes customer orders looking for fraud. This team needs access to Invoice records (custom object, Private organization-wide default). UC has complex rules to control users ' access. The architect recommended using Apex managed sharing to meet these requirements. Which recommendation should a developer consider when implementing the changes?
In order to allow community users to collaborate on Opportunities, which license type must the users be given?