Questions and Answers
The High-Volume Customer Portal License can be used with the Partner Portal/Community.
False
The Force.com Free license doesn't permit access to CRM objects.
True
What must happen if a single user owns more than 10,000 records?
The user record should not hold a role or must hold a role at the top of the hierarchy.
Organization-wide defaults are the only way to restrict user access to a record.
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'Grant Access Using Hierarchies' can be revoked for Standard Objects.
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Public groups can include portal users, nested public groups, and territories.
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As a best practice, keep the total number of public groups for an organization to how many?
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An organization is allowed ___ roles; however, this number can be increased by Salesforce. As a best practice, keep the number of non-portal roles to _____ and the number of portal roles to _____.
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How many levels can groups be nested?
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Manual sharing rules are automatically cleared when the record owner changes.
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On which objects can you use Teams sharing?
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When you enable Territory Management, what three objects can you configure access for?
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What are Transaction Security policies?
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What are the three features of Salesforce Shield?
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Formula fields can be used to view encrypted data.
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Data fields within Chatter can be encrypted.
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What's the difference between Classic Encryption and Shield Platform Encryption?
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In Shield Platform Encryption, what does BYOK stand for?
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What is the difference between Field History Tracking and Field Audit Trail?
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By default, APEX does not respect security and visibility settings for the user. What can a developer do?
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What are the three access levels for Report and Dashboard folders?
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Study Notes
High-Volume Customer Portal License
- Restricted to Customer Portal/Community, not usable with Partner Portal.
Force.com Free License
- Permits creation and usage of custom objects only; does not provide access to CRM objects.
User Ownership of Records Best Practices
- Users owning over 10,000 records should not hold a role in the role hierarchy.
- If a role is necessary, it must be positioned at the top of the hierarchy.
Organization-Wide Defaults
- The primary method for restricting user access to records. All other visibility settings build on it.
Grant Access Using Hierarchies
- Cannot be revoked for standard objects; this setting is exclusive to custom objects.
Public Groups
- Can encompass portal users, nested public groups, and territories.
Public Groups Best Practices
- Aim to maintain a maximum of 100,000 public groups in an organization.
Roles Configuration
- Organizations can have up to 500 roles, expandable by Salesforce.
- Recommended limits: non-portal roles at 25,000 and portal roles at 100,000.
Group Nesting Limitations
- Groups may be nested up to five levels deep due to maintenance and performance considerations.
Manual Sharing
- Manual sharing rules reset automatically when record ownership transfers.
Teams Sharing Objects
- Accessible on Account, Opportunity, and Case objects.
Territory Management Configuration
- Enables configuring access for Account, Opportunity, and Case objects.
Transaction Security Policies
- Evaluate activities based on specified events; support real-time actions like notifications or session management.
Salesforce Shield Features
- Comprised of Platform Encryption, Event Monitoring, and Field Audit Trail.
Formula Fields and Encryption
- Can reveal encrypted data, ensuring visibility of sensitive information as needed.
Chatter Data Encryption
- Data fields within Chatter can be encrypted to enhance security.
Classic Encryption vs. Shield Platform Encryption
- Shield encrypts various standard and custom fields and supports multiple Salesforce features; Classic encryption is limited to specific custom text fields.
Bring Your Own Key (BYOK)
- Refers to the user-managed encryption key in Shield Platform Encryption.
Field History Tracking vs. Field Audit Trail
- Field History Tracking monitors up to 20 fields on an object level, while Field Audit Trail enables up to 10 years of data retention policies through Salesforce Metadata API.
APEX Security and Visibility
- By default, APEX ignores user security settings; developers can enforce them using the "with sharing" statement.
Report and Dashboard Folder Access Levels
- Access levels categorize into Viewers, Editors, and Managers (who have control capabilities).
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Description
Test your knowledge of Salesforce Sharing and Visibility concepts with this quiz. You'll explore various licenses and their capabilities within the Salesforce ecosystem. Perfect for those looking to strengthen their understanding of CRM functionalities.
