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
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
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.
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.
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.
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.
Universal Containers (UC) operates worldwide with offices in more than 100 regions in 10 different countries and has established a very complex role hierarchy to control data visibility. In the new fiscal year UC is planning to reorganize the roles and reassign accounts owners. Which three features could an architect recommend to avoid problems on this operation? (Choose 3 answers)
A. Partition data using Divisions
B. Deferred Sharing Recalculation
C. Parallel Sharing Rule recalculation
D. Skinny table
E. Granular Locking
Explanation: Deferred Sharing Recalculation allows the admin to postpone the recalculation of sharing rules until a later time, which can improve performance and avoid locking issues when changing role hierarchy or ownership. Parallel Sharing Rule Recalculation allows the admin to run multiple sharing rule recalculations at the same time, which can also improve performance and reduce downtime. Granular Locking enables finer-grained locking for certain operations that affect large data sets, such as bulk loading or updating. These features can help avoid problems when reorganizing roles and reassigning account owners. Therefore, the answer B, C, and E are correct and the other options are incorrect.
Universal Containers (UC) has a team that analyzes customer orders looking for fraud. This team needs access to Invoice records (Custom object, Private OWD). UC \as complex rules to control users' access. The Salesforce Architect recommended using Apex managed sharing to meet these requirements. Which two recommendations should a Salesforce Developer consider when implementing the changes. (Choose 2 answers)
A. Use "With Sharing" keyword to make sure record visibility will always be considered.
B. Use "Without Sharing" keyword to make sure record visibility will be considered
C. Use run As system method to test different users accessing these records.
D. Use "With Sharing" keyword to enforce field-level security.
Explanation: To implement Apex managed sharing, a Salesforce Developer should consider using the with Sharing keyword and the run As system method. The with Sharing keyword ensures that the Apex class respects the record visibility rules of the current user context, which can help prevent unauthorized access to records that are not shared with the user1. The run As system method allows testing the code as different users with different profiles and permissions, which can help verify that the sharing logic is working as expected2.
Universal Containers (UC) is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local dealers service containers. UC implemented a new Partner Community for its dealers. Each dealership has a dealer manager who manages the service agents. The community-sharing model is private. What is the optimal option to give dealer managers visibility to customer cases only raised by their service agents?
A. Change external organization-wide default of case object to public read only.
B. Create a sharing rule to share cases created by service agents with their dealer manager.
C. Using the role hierarchy, the cases raised by service agents will be visible to their relevant dealer managers.
D. Create a sharing set to share cases created by service agents with their dealer manager.
Explanation: A sharing set is the best way to share cases with partner users based on a common account. Sharing sets are available for Partner Community licenses and can grant access to related records using predefined criteria1. Option A is incorrect, since changing the external OWD to public read only would give access to all cases to all partner users, not just the ones related to their account. Option B is incorrect, since sharing rules are not available for partner users. Option C is incorrect, since the role hierarchy does not apply to partner users.
Universal Containers (UC) is implementing Sales Cloud. During the last quarter of the financial of the financial year, they requested a solution in Salesforce to allow them to specify an assistance agent on the opportunity. the assistance fields. The system should automatically remove access from the previous assistant and. What is the optimum solution to meet the requirements?
A. Use share group to share opportunities with the assistant agent.
B. Use opportunity team and create an assistant field, use apex to share opportunities with the assistant
C. Use sharing rule to share opportunities with the assistant agent.
D. Use apex sharing to share and unicast opportunities with the assistant agent.
Explanation: Using opportunity team and creating an assistant field, using Apex to share opportunities with the assistant agent is the optimum solution to meet the requirements. Opportunity teams are groups of users who work together on sales opportunities. By creating an assistant field on the opportunity object, the sales reps can specify an assistant agent who can help them with their deals. By using Apex, the system can automatically share the opportunity with the assistant agent based on the value of the assistant field, and remove access from the previous assistant if the field value changes. Option A is incorrect, since using share group to share opportunities with the assistant agent would require manual configuration and maintenance. Option C is incorrect, since using sharing rule to share opportunities with the assistant agent would not allow dynamic sharing based on the assistant field value. Option D is incorrect, since using Apex sharing to share and unshareopportunities with the assistant agent would be similar to option B, but without using opportunity teams.
A junior Account manager owns an account and creates a new opportunity to manage 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?
A. Manual Share on the Opportunity.
B. Opportunity Team.
C. Manual share on the Account.
D. Create an Owner-based sharing rule.
Explanation: Adding the product specialist and solution engineer to the opportunity team is the optimal way for the junior account manager to share the opportunity, given the private sharing model. Opportunity teams are groups of users who work together on sales opportunities. Adding users to an opportunity team grants them access to the opportunity and related records. This way, the junior account manager can collaborate with the product specialist and solution engineer on the complex deal, and when the account is reassigned to a senior account manager, the opportunity team members will retain their access. Option A is incorrect, since manual sharing on the opportunity would be removed when the account owner changes. Option C is incorrect, since manual sharing on the account would not grant access to the opportunity, as it does not roll up from account to opportunity. Option D is incorrect, since creating an owner-based sharing rule would be unnecessary and inefficient.
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