In order to allow community users to collaborate on Opportunities, which license type must the users be given?
Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.
Which organization-wide default (OWD) approach should be recommended to help UC implement these requirements?
Universal Containers has expanded to sell virtual containers for data storage. Virtual container work orders are provisioned immediately by the system and therefore cannot be changed by a sales rep.
What is an optimal approach to implement 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?
A company intends bring work from anywhere culture in a bid to improve productivity. Their sellers use wide variety of devices with different form factors. The company currently uses one page layout to display opportunity record details to the sellers. The Regional Vice President of Sales is complaining about incorrect alignment of data in opportunity records, making it difficult for some sellers.
Which steps are recommended to rectify this?
Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.
How is this accomplished?
Universal Containers implemented Sales Cloud and requested that sales agents have access to products and prices the company sells, and to be able to create opportunities for its customers.
What should the organization-wide defaults be for pricebook?
Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than 50 list views?
A consulting company uses the Salesforce mobile app for its field consultants and uses Case object to track customer specific consulting done by field consultants. The company also has a large number of customer service representatives who takes calls from customers on company issued desktops and uses case object to track customer issues and grievances. The company would like to capture images of customer site captured by field consultants while they are editing the case record during customer site visit. The Director of IT wants to minimize customization and promote reuseability of code artifacts wherever possible.
What recommendations should an architect give to the company to implement the image capture requirement, while ensuring customer that the service rep can continue to use same lightning pages they were trained to use?
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?
Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALL scheduled courses owned by the operation users team.
How should this be achieved?
Mary is Joe's manager in the Role Hierarchy. The organization-wide default for a custom Invoice object is Public Read-Only, and Mary's profile is not granted the Read permission for the Invoice object.
Which action can Mary take on Joe's invoice records?
Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP —> Director of Sales —> Sales Manager —> Sales Reps. Sales Reps should not see each others’ opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.
What is the main problem an architect should address in this situation?
A support representative at Universal Containers created a report to view all her open cases that have been created in the past 7 days and saved the report in the "Private Reports" folder.
Who can view and run the report?
Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?
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 make inactive 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?
A junior account manager owns an account and creates a new opportunity to manage a 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?
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who 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 has a Performance Feedback custom object (Private organization-wide default) used by customers to report any issues with delivery drivers. Feedback should not be visible to the driver, but any feedback records should be accessible to people above them in the Role Hierarchy, even when the driver changes managers.
Assuming managers have Read access to the Feedback object, which three steps are necessary to solve these requirements?
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?