Salesforce Sharing and Security

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Questions and Answers

What is the primary purpose of User Management in Salesforce?

  • To automate marketing campaigns.
  • To set up users and control how they can view or edit business data. (correct)
  • To customize the look and feel of the Salesforce interface.
  • To integrate Salesforce with external accounting systems.

When sharing a file in Salesforce, what aspect is primarily addressed by understanding the file's sharing settings?

  • The file's storage size limits.
  • The file's compatibility with different devices.
  • Who has access to view or modify the file. (correct)
  • The file's backup and recovery options.

In the context of legacy reports and dashboards, what is the main reason for using legacy folder sharing in Salesforce Classic?

  • To enhance the visual appeal of reports and dashboards.
  • To avoid needing to reassign permissions. (correct)
  • To enable mobile access to reports and dashboards.
  • To improve the loading speed of reports and dashboards.

What does controlling access to records in Salesforce primarily involve?

<p>Granting specific users the ability to access certain types of records like accounts, contacts, and leads. (D)</p>
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What is the key benefit of using Custom Permissions in Salesforce?

<p>To give users access to custom processes or apps. (B)</p>
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What does Built-in Sharing Behavior in Salesforce primarily ensure?

<p>Implicit sharing between accounts and child records, as well as for various groups of portal users. (A)</p>
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What is the defining characteristic of Implicit Sharing in Salesforce concerning object relationships?

<p>It automatically shares records based on predefined hierarchical relationships between objects. (A)</p>
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What is the primary distinction between Customer Community, Customer Community Plus, and Partner Community licenses in Salesforce?

<p>The types of objects and data each license can access. (A)</p>
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What is the main function of Share Groups in Salesforce?

<p>To enable sharing of records owned by high-volume community users. (B)</p>
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What is a key aspect introduced by Enterprise Territory Management that builds upon its original features?

<p>Territory types, models, and model states. (B)</p>
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What does programmatic sharing in Apex enable you to do?

<p>Create both User Managed Sharing and Managed Sharing using Apex code. (B)</p>
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What issue does avoiding Account Data Skew primarily address?

<p>Unwanted lock contention and reduced database concurrency. (B)</p>
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Why should the Salesforce Group Architecture be leveraged?

<p>As a performance tool to help improve application performance. (B)</p>
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Why is it important to implement coding strategies to protect custom sharing code?

<p>To ensure that custom sharing rules are not overridden by standard Salesforce sharing mechanisms. (C)</p>
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What is the main objective of enforcing sharing rules in Apex?

<p>To ensure that sensitive data is not exposed due to sharing rules not being enforced. (C)</p>
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What is a key consideration when addressing complex sales realignment?

<p>Technical and process issues. (B)</p>
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What is the primary goal of implementing Platform Encryption in Salesforce?

<p>To prove company compliance with privacy policies, regulatory requirements, and contractual obligations for handling private data. (A)</p>
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For Salesforce Communities, what is the significance of understanding the sharing settings for files?

<p>It controls which community members can access and interact with the files. (B)</p>
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Why is it important to consider Account Data Skew when implementing sharing rules?

<p>To avoid performance issues and lock contentions due to unbalanced data distribution. (C)</p>
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What role do Custom Permissions play in managing access to custom applications?

<p>They grant users access to specific features and functionalities within custom applications. (B)</p>
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What is the primary benefit of using managed sharing in Apex?

<p>It provides greater control over record access and sharing logic through Apex code. (B)</p>
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When should legacy folder sharing be preferred over enhanced folder sharing?

<p>When aiming to maintain existing folder configurations and permission settings. (C)</p>
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Besides Apex, what other Salesforce feature can be used to control access to records?

<p>Manual Sharing. (A)</p>
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How does Built-in Sharing Behavior relate accounts to child records?

<p>It establishes implicit sharing relationships. (D)</p>
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In the context of Salesforce Communities, where are share groups useful?

<p>When aiming to share records owned by high-volume community users. (D)</p>
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What does Enterprise Territory Management enable you to create?

<p>Territory types, models, and model states. (B)</p>
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When using Apex to access programmatic sharing, what types of sharing can you create?

<p>User managed sharing. (B)</p>
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What situation does avoiding Account Data Skew avoid?

<p>Unwanted lock contention. (C)</p>
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Instead of improving the performance applications, what is another use case for the Salesforce Group Architecture?

<p>Leveraging the sharing functionality. (A)</p>
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When wanting to utilize Salesforce's sharing functionality, how are custom sharing rules handled?

<p>There needs to be code to protect them. (C)</p>
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When ensuring sensitive data is not exposed, what is a solution to implement?

<p>Enforce sharing rules. (D)</p>
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When addressing a complex sales realignment strategy, what is an area of focus?

<p>Technical and process issues. (A)</p>
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When proving company compliance with privacy policies, what solution is implemented?

<p>Platform Encryption. (C)</p>
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What is the correct order of steps to implement enterprise territory management?

<p>Define territory types, create a territory model, activate the model. (A)</p>
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When deciding on the appropriate Community User License, what would be the primary factor?

<p>Data access needs. (B)</p>
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What implications should be considered when dealing with data skew?

<p>Lock contention can occur. (B)</p>
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What benefit comes from leveraging the Salesforce Group Architecture?

<p>Improved application performance. (D)</p>
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What consideration must be made for custom sharing code?

<p>It must be protected. (D)</p>
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Data exposure can occur if what functionality isn't properly enforced?

<p>Sharing Rules. (A)</p>
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Technical and process issues are associated with addressing what challenge?

<p>Complex Sales Realignment. (A)</p>
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Why should companies implement Platform Encryption?

<p>Prove Company compliance. (D)</p>
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Flashcards

User Management

Controls how users can view or edit business data.

File Sharing Settings

Sharing settings determine who can see a file.

Manual Record Sharing

Manually granting access to records like accounts, contacts, and leads.

Custom Permissions

Permissions that grant users access to custom processes or apps.

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Implicit Sharing

Salesforce provides automatic sharing between accounts and their related child records.

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Share Groups

Sharing of records owned by high-volume community users using share groups.

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Apex Sharing

Using Apex code to create User Managed Sharing and Managed Sharing.

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Enterprise Territory Management

Introduces territory types, models, and model states for territory management.

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Account Data Skew

A situation causing lock contention and reduced database concurrency.

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Group Membership Sharing

Leveraging Salesforce Group Architecture to improve application performance.

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Protecting Custom Sharing Code

Advanced sharing features and coding strategies to protect custom sharing code.

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Enforcing Sharing Rules

Ensuring sensitive data is not exposed due to sharing rules not enforced when using Apex.

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Platform Encryption

Ensuring company compliance with privacy policies, regulatory requirements, and contractual obligations for handling private data.

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Study Notes

  • Users can be set up and access to business data can be controlled.

File Sharing Settings

  • Sharing settings for a file can be identified and changed.

Legacy Folder Sharing

  • Legacy folder sharing in Salesforce Classic avoids reassigning permissions for legacy reports and dashboards.

Record Access

  • Users can manually grant other users access to specific records like accounts, contacts, and leads.

Custom Permissions

  • Custom permissions grant users access to custom processes or apps.

Built-In Sharing Behavior

  • Salesforce provides implicit sharing between accounts and child records and for various groups of portal users.

Implicit Sharing Types

  • Different types of implicit sharing exist, each providing a specific type of record access.

Community User Licenses

  • There are differences between external user Community licenses.
  • Customer Community, Customer Community Plus, and Partner Community licenses are all such licenses.

Share Groups

  • Share Groups allow sharing of records owned by high-volume community users.

Enterprise Territory Management

  • Enterprise Territory Management introduces territory types, models, and model states, building upon original features.

Apex Sharing

  • Programmatic sharing can be accessed using Apex to create User Managed Sharing and Managed Sharing.

Account Data Skew

  • Account Data Skew causes unwanted lock contention and reduced database concurrency when managing Salesforce solutions.

Group Membership Sharing

  • The Salesforce Group Architecture can be used as a performance tool to improve application performance.

Custom Sharing Code

  • Advanced sharing features and coding strategies can prevent Force.com from interfering with sharing code.

Sharing Rules

  • Sharing rules may not be enforced when using Apex, which can expose sensitive data.

Sales Realignment

  • Best practices for technical and process issues around complex sales realignment are available from the Salesforce Technical Enablement team.

Platform Encryption

  • Platform Encryption helps organizations comply with privacy policies, regulatory requirements, and contractual obligations for handling private data.

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