A company intends bring work from anywhere culture in a bid to improve productivity. Their sellers use wide variety of devices with different form factors. The company currently uses one page layout to display opportunity record details to the sellers. The Regional Vice President of Sales is complaining about incorrect alignment of data in opportunity records, making it difficult for some sellers.
Which steps are recommended to rectify this?
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’ 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?
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?
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?
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?
At Universal Containers, there's a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?
Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALL scheduled courses owned by the operation users team.
How should this be achieved?
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.
What should be configured to grant agents access to different distributor accounts?
A consulting company uses the Salesforce mobile app for its field consultants and uses Case object to track customer specific consulting done by field consultants. The company also has a large number of customer service representatives who takes calls from customers on company issued desktops and uses case object to track customer issues and grievances. The company would like to capture images of customer site captured by field consultants while they are editing the case record during customer site visit. The Director of IT wants to minimize customization and promote reuseability of code artifacts wherever possible.
What recommendations should an architect give to the company to implement the image capture requirement, while ensuring customer that the service rep can continue to use same lightning pages they were trained to use?