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Salesforce Exam ANC-301 Topic 6 Question 40 Discussion

Actual exam question for Salesforce's ANC-301 exam
Question #: 40
Topic #: 6
[All ANC-301 Questions]

Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.

UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.

An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.

The dataset has a field called Ownerld which represents the order owner.

Given this information, how should a CRM Analytics consultant implement the above requirements?

Show Suggested Answer Hide Answer
Suggested Answer: C

by Lilli at Aug 28, 2024, 12:40 AM

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Sheridan
1 months ago
As a former Salesforce admin, I can tell you that role hierarchy security is no joke. Better make sure you test the heck out of this solution!
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Reta
1 months ago
Option C seems a bit too simple. I wonder if it would handle edge cases like users who are on multiple teams or have changed roles. Better to be safe than sorry.
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Lera
12 days ago
User 3: Yeah, it's always better to go with a solution that covers all possible scenarios to avoid any issues later on.
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Brittni
14 days ago
User 2: I agree, option B seems more robust in handling edge cases compared to option C.
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Carri
15 days ago
User 1: I think option B is the best choice. It considers multiple scenarios like users on multiple teams or changing roles.
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Arlene
1 months ago
Haha, I'm just imagining the VP of sales trying to scroll through thousands of orders. Better make sure that hierarchy security is rock-solid!
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Denna
4 days ago
Jacquelyne: True, that could simplify things and ensure the hierarchy security is strong.
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Jacquelyne
14 days ago
User 2: I think using a formula on the RoleId field to create 'ParentRoleIDs' attribute could help with that.
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Adria
23 days ago
User 1: Yeah, the VP of sales definitely needs an easy way to view all those orders.
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Hubert
2 months ago
Option A looks good too, but I'm not sure about the 'ParentRoleIDs' attribute. Wouldn't it be better to use the existing Roleld field and create the hierarchy using a formula?
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Layla
1 months ago
User 3: Yeah, that way we can easily apply the security predicate based on the user's role hierarchy.
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Aide
1 months ago
User 2: I agree, using a formula on the RoleId field to create the 'ParentRoleIDs' attribute makes sense.
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Na
1 months ago
User 1: Option A seems to be the best choice for implementing the requirements.
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Denny
2 months ago
I think option B is the way to go. The flatten operation on the role hierarchy will give us the necessary hierarchy information, and the security predicate covers all the use cases - owned orders, account team, and opportunity team.
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Dorthy
22 hours ago
User4: Option B it is then, thanks for the input everyone!
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Skye
13 days ago
User3: The security predicate in option B covers all the necessary use cases for viewing orders.
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Micaela
21 days ago
User2: Yeah, using the flatten operation on the role hierarchy makes sense for this scenario.
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Maile
1 months ago
User1: I agree, option B seems like the best choice here.
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Sunny
1 months ago
User 2: Yeah, using the flatten operation on the role hierarchy will provide the necessary hierarchy information for security.
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Rosalind
1 months ago
User 1: I agree, option B seems like the best choice for implementing the requirements.
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Gertude
2 months ago
That's a good point, Reiko. Option B does offer more flexibility. I can see how that could be beneficial for a large sales team with varying levels of access needed.
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Reiko
2 months ago
I disagree, I believe option B is more suitable as it uses the flatten operation on the role hierarchy to create a multi-value attribute. This allows for more flexibility in defining who can view the orders.
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Gertude
2 months ago
I think option A is the best choice because it creates a new attribute based on the RoleId field and applies a security predicate that allows the sales rep, manager, and VP to view the orders they need to see.
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