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 (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give morevisibility 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 has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agentswho 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?
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?
Universal Containers (UC) delivers training and courses to students and companies. UC is implementing a Salesforce Customer Community for its students granting them a Customer Community license. As part of the community requirements, UC asked to give students access to cases that are related to their
account in the UC community.
What is the optimum sharing technique to achieve these requirements?
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 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?
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?