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AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports.
How should an administrator accommodate this request?
Suggested Answer: A, C
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Two options that the administrator should use to meet these criteria are:
Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a specific role or in roles below that role in the hierarchy. In this case, you can share records with roles and subordinates of the finance director role, which includes all the members of the finance team.
Create a criteria-based sharing rule where the won field = true. This option allows you to grant access to records based on certain field values or formulas. You can create a criteria-based sharing rule on opportunities that grants access to records where the won field is true, which means that the opportunity stage is closed won.
The other two options are incorrect because:
Make an owner-based sharing rule where the won field = true is not an option because owner-based sharing rules do not allow you to specify field values or formulas as criteria. Owner-based sharing rules only allow you to share records based on who owns them or what role or group they belong to.
Select all opportunities owned by the sales manager role is not an option because it does not meet the criteria of sharing all closed won opportunities. It only shares opportunities that are owned by users who are in the sales manager role, regardless of their stage.
43 comments · newest first
DE
Devora
11 months ago
D is not a good idea, too risky to share like that!
TI
Tina
11 months ago
Wait, can they really access that sensitive info?
ZA
Zachary
12 months ago
C could work, but it feels a bit complicated.
MA
Margurite
12 months ago
I disagree, B seems more effective for report access.
CH
Chantell
1 year ago
A permission set sounds like the best way to go!
CE
Celeste
1 year ago
Option D seems too simple for this scenario. Just sharing a report doesn't really control access to the field itself, right? I think it needs more than that.
RO
Roosevelt
1 year ago
I feel like we practiced a similar question where we had to limit access to certain fields. I think option B could work, but I’m not confident about the report type aspect.
GW
Gwenn
1 year ago
I'm not entirely sure, but I think option C might be a bit tricky. Re-enabling reporting sounds complicated, and I don't recall us discussing that approach.
TI
Tiffiny
1 year ago
I remember we talked about permission sets in class, so option A sounds like it could be the right choice since it gives specific access to the Institutional Team.
VE
Velda
1 year ago
I think I've got it! Option C is the way to go. Mark the field as read-only on the sales profile, then create a permission set to re-enable reporting for the Institutional Team. That way, we're restricting access at the profile level and then selectively granting the necessary permissions.
SH
Shawnta
1 year ago
Ah, this is a tricky one. I'm leaning towards option A - creating a permission set with read access to the field and assigning it to the Institutional Team. But I'm not 100% sure that's the most efficient solution. I'll need to think it through a bit more.
PU
Pura
1 year ago
Okay, I've got this. Option B is the best approach - configure a report type with the Government ID field and assign that report type to the Institutional Team via a permission set. That way, the field is hidden from the regular sales users but the Institutional Team can still access it through reports.
OD
Odelia
1 year ago
Hmm, I'm a little unsure about this one. The requirement to restrict access for most sales users but allow a select group to report on the field is tripping me up. I'll need to carefully read through the options to make sure I understand the nuances.
SH
Shelia
1 year ago
This seems like a straightforward field-level security issue. I think option C is the way to go - mark the field as read-only on the sales profile, then create a permission set to re-enable reporting for the Institutional Team.
LA
Lawana
1 year ago
This seems pretty straightforward to me. Certification and skill are the two characteristics that are most relevant for field technicians working on rental equipment, so those would be my picks.
SH
Shalon
1 year ago
I think the priority value might be key, but I wonder if the circuit type can also indicate issues.
ST
Stefany
1 year ago
Alright, time to put on my thinking cap. I bet if I break this down step-by-step, I can come up with the right answer.
DO
Doug
1 year ago
Hmm, I'm not too familiar with the Activiti application, so I'm not sure which of these options is the correct default admin username. I'll have to make an educated guess based on the information provided.
CR
Cruz
1 year ago
This question seems similar to a practice question we did on scholarships and awards, but I can't quite remember the specific rules for these types of awards.
MA
Marya
1 year ago
Option B all the way! Who needs security when you can just create a report and share it with everyone? Forget about the Institutional Team, let's just give the whole sales department access to the Government ID field!
VI
Vince
1 year ago
I agree with Option A. It's important to control access to sensitive information like Government IDs.
AL
Alton
1 year ago
I think Option A might be a better choice. We can create a permission set with Read access for the Institutional Team.
LU
Lucina
1 year ago
Option B sounds like a good solution. We can just create a report type and assign it to the Institutional Team.
KA
Karl
2 years ago
I'm leaning towards option A. A dedicated permission set for the Institutional Team sounds like the safest way to handle this. Keeps things nice and compartmentalized.
ME
Melita
1 year ago
Definitely, it's important to keep sensitive information restricted to only those who need it.
SU
Susana
1 year ago
I agree, having a specific permission set for that team makes it easier to manage.
KA
Kayleigh
1 year ago
Option A sounds like the best choice. It keeps access controlled for the Institutional Team.
CO
Colton
2 years ago
Option D? Really? Sharing a report with the sensitive field in a public folder? That's a security nightmare waiting to happen. Hard pass on that one.
KA
Katie
1 year ago
A) Create a permission set with Read access to the field. Assign the permission set to the Institutional Team.
JA
Jacqueline
1 year ago
C) Mark the field as Read Only on the sales profile. Create a permission set to re-enable reporting for the Institution Team.
AR
Arleen
1 year ago
B) Configure a report type with the Government ID field. Assign this report type to the Institutional Team via a permission set.
DE
Delmy
2 years ago
A) Create a permission set with Read access to the field. Assign the permission set to the Institutional Team.
MA
Maira
2 years ago
I'm not sure about option A. I think option B might be better because it specifically involves configuring a report type for the Institutional Team.
LA
Latrice
2 years ago
I'd go with option C. That way, the field is read-only for the regular sales team, and the Institutional Team can access it through a permission set. Seems like a pretty straightforward approach.
LE
Leota
1 year ago
I agree, it's a simple way to control access to the Government ID field. Plus, using a permission set makes it easy to manage.
AL
Alexia
2 years ago
Option C sounds like a good solution. It keeps the field secure for most users but allows the Institutional Team to access it.
JE
Jesus
2 years ago
I agree with Maryann. Option A seems like the most secure way to grant access to the Institutional Team.
WI
Wilburn
2 years ago
Hmm, option B seems like the way to go. Creating a report type with the sensitive field and then giving the Institutional Team access to it is a neat solution.
BO
Bobbye
2 years ago
By assigning the report type to the Institutional Team, you can control who can view the Government ID field in reports.
EL
Eladia
2 years ago
It's important to make sure only the right people have access to sensitive information like Government IDs.
LU
Lucy
2 years ago
I agree, creating a report type specifically for the Institutional Team is a smart way to handle this situation.
NI
Nieves
2 years ago
Option B sounds like a good plan. It keeps the sensitive field secure while still allowing access for the Institutional Team.
MA
Maryann
2 years ago
I think option A is the best choice. It allows us to control access to the field using permission sets.