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Salesforce Sharing-and-Visibility-Architect
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Universal Containers has created a Reimbursement Custom Object to capture requests for reimbursement of expenses related to office supplies. The Reimbursement requests are sometimes sensitive and the Team Leads should not have access to the Reimbursement records submitted by the Users in the Call Center Agent role. The Director of Support will require access to all Reimbursement records. The role hierarchy is set as follows: Call Center Agent role reports to Team Lead role, which Reports to the Director of Support. Which steps would the Architect take to ensure proper sharing in this Role Hierarchy structure assuming Private Sharing Setting for the Reimbursement Object?
By Viewer Access you can see the data in a report or dashboard, but you can’t make any changes, except by cloning it into a new report or dashboard.
Universal Containers has successfully implemented a large Service Cloud rollout for their national call center 3 months ago. One of their largest customer accounts, United Automotive, has over 15,000 open cases. Agents are now having trouble opening new cases for United Automotive. When they try to create a case, the following Error messages appear for them UNABLE_TO_LOCK_ROW They notice that this only occurs for the United Automotive account. If they try to save the case again it will usually work, but the problem seems to be happening more and more often. What option should the Architect recommend?
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In this certification, you'll delve into various aspects of Salesforce's data sharing and visibility. Key areas to focus on include understanding how roles, profiles, permission sets, and sharing rules work together to control data access.
Designing sharing rules can be challenging, especially when dealing with complex data models. It's important to grasp the intricacies of who should have access to specific data and under what conditions. For example, consider scenarios where you need to share records with external partners securely.
To prepare effectively, I recommend exploring Salesforce's official documentation and Trailhead modules. Additionally, consider taking practice exams to gauge your readiness. Books like "Salesforce Sharing and Visibility Designer" can provide in-depth insights.
While official Salesforce materials are comprehensive, you can explore third-party tools like OwnBackup or elements.cloud, which can enhance your understanding of data management and visibility.
Salesforce has a vibrant community with events, forums, and user groups. Attending Salesforce World Tour or Dreamforce events is a fantastic way to network with professionals and gain insights into real-world Salesforce implementations. Online platforms like the Salesforce Trailblazer Community and Salesforce Stack Exchange are also great for getting answers to specific questions and learning from others' experiences.
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