Vce Sharing-and-Visibility-Architect Questions Latest

The two actions that are required to achieve the requirement are setting up External Object to use OAuth to connect to the Accounting system and restricting access to data in the accounting system. OAuth is an authentication protocol that allows Salesforce to securely access data from an external system without storing the username and password of the external system user3. Restricting access to data in the accounting system is a way to ensure that only authorized users can view the invoice records from the external source. Creating an owner based sharing rule to grant visibility to the Invoice object and granting access to the External Object to only the Account Manager profile are not actions that can ensure that a user only accesses invoice records the user is authorized to see.

 To give access to the invoice records from an external object on the account page, the Sales Architect should recommend including the Invoice Related List on Account Page layout. This will allow the finance users to see the invoice records related to each account, as long as they have access to the account record and the external object4. Creating sharing rules or using Apex managed sharing are not applicable for external objects, as they do not support manual or programmatic sharing

 A criteria-based sharing rule is the best option to give access to accounts based on a specific field value, such as the record type. Option A would give access to all accounts, not just person accounts. Option B would only control the layout and not the visibility. Option C would not apply to person accounts, since they do not have account contact roles

The most likely cause of this problem is that the sales rep was manually removed from the Opportunity team. This would revoke the access to the opportunity record that the sales rep was helping with. The other options are not valid causes, because:

The Account team does not affect the Opportunity team members, unless the account owner changes and the opportunity owner is set to match2.

The Opportunity team is specific to each opportunity record, so removing the sales rep from one opportunity team does not affect the access to another opportunity record of the same account3.

The opportunity owner cannot enable/disable if the “Default Opportunity team” is able to access the record. The default opportunity team is a template that can be applied when creating or editing an opportunity, but it does not override the existing opportunity team members.