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Sharing-and-Visibility-Architect Practice Test


Page 3 out of 48 Pages

Topic 1: Exam Pool A

Which two options can be selected to share data with when creating a sharing rule? (Choose 2 answers)


A. Roles


B. Public Groups


C. Users


D. Profiles





A.
  Roles

B.
  Public Groups

Explanation: Roles and Public Groups are two options that can be selected to share data with when creating a sharing rule. Sharing rules can grant additional access to records based on the owner’s role or public group membership. Option C is incorrect, since Users are not an option for sharing rules. Option D is incorrect, since Profiles are not an option for sharing rules.

Universal Containers (UC) has implemented customer community with customer community licenses for their customers. UC requested that any record owned by its customers should be accessible by UC users in the customer support role. How can an Architect configure the system to support the requirements?


A. Sharing Set


B. Share Group


C. Apex Sharing


D. Sharing Rule





D.
  Sharing Rule

Explanation: The architect can configure the system to support the requirements by using a sharing rule. A sharing rule is a declarative way of extending record access to users or groups of users based on criteria such as ownership, role, or field values3. In this case, the architect can create a sharing rule that grants read or read/write access to all records owned by customer community users to UC users in the customer support role. A sharing set is used to grant access to community users based on a common account or contact, not to internal users. A share group is used to share records with groups of community users who have Customer Community Plus or Partner Community licenses, not with internal users. Apex sharing is used to programmatically share records when declarative sharing cannot fulfill complex requirements, but it is not necessary in this case.

Universal Containers (UC) provides shipment tracking for its customers on a custom Shipment object. The .. yearly by the customers should be available on the Account record to the Marketing team, but the Marketing Shipment records. What recommend should an Architect provide to accomplish this?


A. Public organization-wide default on Shipment, process builder, and lookup relationship to Account.


B. Private organization-Wide default on Shipment, rollup summary, and Master-Detail relationship to Account.


C. Controlled by Parent (Account) on Shipment, trigger, and trigger, and Master-Detail relationship to Account.


D. Private organization-wide default on Shipment, trigger, and Lookup relationship to Account.





D.
  Private organization-wide default on Shipment, trigger, and Lookup relationship to Account.

Explanation: Setting the organization-wide default on Shipment to Private, creating a trigger to update the Account record with the shipment information, and using a lookup relationship to Account are the best recommendations to accomplish this requirement. This way, the Marketing team can see the shipment information on the Account record, but not the Shipment records themselves. Option A is incorrect, since setting the organization-wide default on Shipment to Public would give access to all Shipment records to all users. Option B is incorrect, since using a master-detail relationship to Account would inherit the sharing settings from Account, which may not be Private. Option C is incorrect, since using a master-detail relationship to Account and setting the organization-wide default on Shipment to Controlled by Parent would have the same effect as option B.

Universal container (UC) use External Object to retrieve Invoice data from a Legacy ERP. A finance team requested to have access to the Invoice records in the account page. In addition to objects access in the finance users profile, what other feature should a Sales Architect recommend?


A. Create a criteria-based sharing rule to grant access to the records.


B. Include the Invoice Related List On Account Page layout.


C. Create an owner-based sharing rule to grant access to the records.


D. Use APEX managed sharing to grant access to the records.





B.
  Include the Invoice Related List On Account Page layout.

Explanation: To give access to the invoice records from an external object on the account page, the Sales Architect should recommend including the Invoice Related List on Account Page layout. This will allow the finance users to see the invoice records related to each account, as long as they have access to the account record and the external object4. Creating sharing rules or using Apex managed sharing are not applicable for external objects, as they do not support manual or programmatic sharing.

Universal Containers (UC) is implementing SalesCloud. 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 two weeks after the new fiscal year starts. Which two options to propose a solution to meet the requirements? (Choose 2 answers)


A. Apex Sharing to share opportunities with sales managers.


B. Scheduled Apex job to remove access.


C. Opportunity team to share opportunities with sales managers.


D. Sharing Rules to share opportunities with sales managers.





B.
  Scheduled Apex job to remove access.

C.
  Opportunity team to share opportunities with sales managers.

Explanation: The two options to propose a solution to meet the requirements are Scheduled Apex job to remove access and Opportunity team to share opportunities with sales managers. Scheduled Apex job allows developers to run Apex code at a specified time, which can be used to revoke the sharing access after two weeks. Opportunity team allows users to grant access to other users who work on the same opportunity1. Apex Sharing and Sharing Rules are not suitable options because they do not support automatic expiration of sharing.


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