Universal Containers would like to control access to records and objects according to the following business requirements: Sales users can view all account records but only edit their own records. Sales managers can view all account records but only edit records of their team. Service users can view all account records that are not marked with a RecordType of Prospect.
Which organization-wide default configuration should an architect recommend to fulfill 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?
Universal Containers is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each other close deals. They requested a solution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expire automatically 2 weeks after the new fiscal year starts.
Which proposed solution meets the requirements?
A banking company uses a VIP Flag in the Contact Object that they want only Private Banking Reps to see.
Which approach is recommended to meet this requirement?
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?