Salesforce Security Quiz: Access Restriction and Permissions

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Questions and Answers

What is required for users' profile to access the Account object?

Sharing rule for Accounts

Low roles on the role hierarchy

Organization-wide defaults

Permission to the Account object (correct)

What should the administrator adjust to fully restrict access to deal records for the service team?

Page layouts and field-level security

Permissions and tab visibility

App permissions and search terms

Record settings and search index (correct)

How can an administrator provide sales users with a quick way to view and edit Opportunities in their pipeline expected to close in the next 90 days?

Make a new Sales dashboard and add a component (correct)

Create a custom report and schedule the sales users to receive it

Create a list view on the Opportunity object and recommend users switch the view to Kanban

Enable Sales console and show users how to open a tab

What does the Chief Officer want to ensure after deploying my domain at Northern Trail Outfitters (NTO)?

Branded login URL for Salesforce users Signup and view all the answers

What should the administrator configure to meet the requirement of assigning different page layouts to different teams?

Create one record type for customer accounts and one record type for partner accounts. Signup and view all the answers

How should an administrator make the Case pages more dynamic and easier to use for Cloud Kicks users?

Add Component visibility filters to the Components. Signup and view all the answers

How should the administrator export a file of closed won opportunities from the last 90 days, including Opportunity Name, ID, Close Date, and Amount?

Data Export Wizard. Signup and view all the answers

What should be done to address sales reps missing key fields when filling out an opportunity record?

Implement validation rules on opportunity record fields. Signup and view all the answers

What should the administrator do to ensure that the picklist values are populated?

Map the picklist field on the Lead to the Contact Signup and view all the answers

How can the administrator improve the user experience when searching for the right status on a case?

Review which status choices are needed for each record type and create support processes for each that is necessary Signup and view all the answers

What should the administrator do to resolve the issue of different values displayed on a dashboard and in a report?

The report needs to be refreshed Signup and view all the answers

Which action is unnecessary for improving the user experience when searching for the right status on a case?

Creating mapping from the picklist field on the Lead to the Contact Signup and view all the answers

Study Notes

User Profile and Access

Users must have the proper permissions set in their profile to access the Account object.
Specific permissions include Read, Create, Edit, and Delete access to the Account object.

Restricting Access to Deal Records

To restrict access to deal records for the service team, the administrator should adjust sharing settings and profiles.
Permission sets may also be utilized to limit visibility of deal records specifically to certain user roles.

Quick Access for Sales Users

An administrator can create a list view or a dashboard component that displays Opportunities expected to close within the next 90 days.
Custom buttons can also be added for quick editing of these opportunities.

Deployment Considerations for My Domain

The Chief Officer wants to ensure enhanced security and brand consistency after deploying My Domain at Northern Trail Outfitters.
My Domain deployment improves user experience by providing a custom URL for accessing Salesforce.

Assigning Different Page Layouts

The administrator should use record types and page layouts to assign different layouts to different teams.
Customizing layouts per team enhances data visibility and relevance by displaying only necessary fields.

Enhancing Case Pages

To make Case pages more dynamic, the administrator can implement Lightning Components and custom buttons for frequently used actions.
Adding related lists and improving navigation options simplifies user interaction.

Exporting Closed Won Opportunities

The administrator can use the Salesforce Data Export feature to create a file of closed won opportunities from the last 90 days.
The export should include fields: Opportunity Name, ID, Close Date, and Amount.

Addressing Missing Key Fields in Opportunities

To reduce instances of missing key fields, the administrator should enforce field-level validation rules and required fields in Opportunity records.
User training may also be necessary to emphasize the importance of filling out all relevant fields.

Ensuring Picklist Values are Populated

To populate picklist values, the administrator should verify that the corresponding record types and field settings are correctly configured.
Using global picklists may also streamline value accessibility across different record types.

Improving Case Status Search Experience

Implementing search filters and categorized picklists can enhance user experience when searching for case statuses.
Providing a guided search feature can also help users to quickly find the appropriate status.

Resolving Dashboard and Report Value Discrepancies

To resolve discrepancies between dashboard and report values, ensure that both are pulling data from the same source and filters.
Check report filters and dashboard settings for consistency and alignment.

Unnecessary Actions for Case Status Search Improvement

Creating additional unnecessary fields or dropdowns can complicate the search process rather than improve it.
Streamlining existing fields and ensuring proper labeling is a more effective use of time and resources.

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Description

Test your knowledge of Salesforce security settings and access restrictions with this quiz. Explore scenarios where user profiles, organization-wide defaults, sharing rules, and role hierarchies impact data access.