Sharing-and-Visibility-Architect Questions and Answers

Universal Containers (UC) has a mostly Private organization-wide default, as it's a core principle of UC to respect client data privacy, UC has implemented complex processes for granting access to Opportunity data. A few key members of the sales reporting team need to always be able to see, but not change, Opportunity data for all opportunities.

What should an architect recommend as an approach to meet these requirements?

What should an architect recommend to make sure that users that gained access to a custom object record through Apex managed sharing do not lose access to it when its owner is changed?

Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?

Universal Containers (UC) service reps are assigned to a profile which has View All on the Case object. The organization-wide default (OWD) for the Account and Case objects is Private.

To make sure service reps have access to all relevant information (Accounts and

Contacts) to attend to customer requests, which detail should an architect consider?

A sales coach at Universal Containers wants to create and share a report folder with other sales coaches.

Which two permissions are required to accomplish this?

Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities, These list views should only be available to certain executives who specialize in closing problematic deals.

What should UC do to solve this requirement?

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 makeinactive 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?

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?

Universal Containers (UC) is in a legal dispute regarding several orders. UC has found out these records were removed from the system. The VP of Sales has asked to ensure this cannot happen in the future.

Which approach should meet this requirement?

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?

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

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 hasrequested that any file linksshared must be password-protected.

How can this be accomplished?

Universal1 Containers (UC) is a non-profit organization with more than 20,000,000 members (donors). UC decided to assign those accounts to donations reps based on their regions. Donations reps ended up owning more than 50,000donors each. The donation reps started to see significant degradation of the system performance.

What is the reason for this problem?

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 inthe U.S. is complaining that he cannot view account records of the same segment in Canada.

What should UC do to grant access properly?

If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.

Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?

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?

Dreamforce presenters need to be able to edit their presention details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junctionobject between Presenter and User.

How can this be accomplished?

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?