A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and salts managers' report to the VP of Sates. Sales operations currently spends a few hours each month updating users mat should have access to edit reports and dashboards in these folders.
How should UC grant access to sales managers to automate access to these Public Reports and Dashboard folder?
A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
Universal Containers has the following requirements: A custom Loan object requires Org-Wide Defaults set to Private. The owner of the Loan record will be the Loan Origination Officer. The Loan record must be shared with a specific Underwriter on a loan-by-loan basis. The Underwriters should only see the Loan records for which they are assigned. What should the Architect recommend to meet these requirements?
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