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If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give more visibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?
Universal Containers (UC) is in a legal dispute regarding several orders. UC has found out these records were removed from the system. The VP of Sales has asked to ensure this cannot happen in the future.
Which approach should meet this requirement?
Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganize the roles and reassign account owners.
Which feature should an architect recommend to avoid problems with this operation?
Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager in the U.S. is complaining that he cannot view account records of the same segment in Canada.
What should UC do to grant access properly?
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
Universal Containers (UC) would like to store an encryption key within Salesforce for use in Apex code, but it does not want users to be able to see this confidential key. Users require the view setup permission.
How can UC securely store the confidential key?
Universal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?
Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC can see the records in search layout, but when they click to view the detail, only record name, created date, and last modified date are shown. When the system admin accesses it, he or she sees the full record detail with many more data fields.
What is the likely cause of this issue?
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Some distributors requested granting specific community users (agents) to view cases submitted by other agents of the same distributor.
Which feature only supports these requirements?
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