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NTO wants the field sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The inside sales team needs to see all accounts in Salesforce. How can this be accomplished?

UC uses a custom object called Reviews to capture information generated by interviewers during the candidate process. The Review records are visible to any user that has access to the related custom Candidate record. The VP of Human Resources wants the comment field on the Review to be private to anyone outside of the HR department. How should the app builder meet this requirement?

At UC, all US Sales Reps should be able to view the US Team Dashboard. However, only the US Sales Directors should be able to see the data in the component and view its source report. How should an app builder ensure the proper access is granted?

After UC qualified leads, sales reps need to be able to report on converted leads.

How should an app builder support this requirement?

A custom field on an account is used to track finance information about a customer. Only members of the finance team have access to this field. However, the business wants to allow one customer service agent, who is assigned the Customer Service profile, read-only access to this field for special circumstances. What is the recommended solution to grant the customer service agent access to the field?

Sales reps at UC use Salesforce on their mobile devices. They want a way to add new contacts quickly and then follow up later to complete the additional information necessary.

What mobile solution should an app builder recommend?

UC generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead. What should an app builder configure to meet these requirements?

CK has three types of customer support processes: Platinum, Diamond, and Bronze. The app builder created separate record types for each process on the Case object. The customer support team should be unable to create new cases with the Bronze record type. How should this requirement be met?

A sales rep at AW Computing is unable to find what they are looking for while scrolling through their Chatter feed. How can a filter be utilized to show only posts from their key account and opportunity records?

UC has created a picklist field called Status on three separate custom objects. UC has a requirement to share the list of values for this field across each object. Which feature would an app builder use?

CK conducts an evaluation of sales reps with a custom object that houses a scorecard. The company wants to ensure that only the sales reps, Their managers, and their manager's executives can view the rep's scorecard, but also prevent the reps from being able to view the executive Comment fields on their review. How should these requirements be met?

UC has Public Read/Write as the Account organization-wide default (OWD) setting. Visitors to the customer community site report that they Can see all of the company's account records. How should an app builder configure Account sharing so that community users only see their own Account?

An app builder has created a new report type but users are unable to select it from the Report Type list when making a new report for records they own. What could be causing this issue？

UC has created a picklist field called Country on three separate custom objects. UC has a requirement to maintain a consistent list of values for this field on each object. Which feature would an app builder use?

UC assigns system access via permission sets and permission set groups to ensure each user has proper access. One department with varying levels of support staff has five consistent permission sets they require in order to complete their duties. Some higher-level staff have additional permission sets that are only required for them.

How should an app builder recommend assigning permission sets to users?

UC wants to create a report to show job applications with or without resumes. What considerations should the app builder be aware of when creating the custom report type?

An app builder at DreamHouse Realty created a custom object which has fields containing data from two different objects via related lookups. What is needed to create "with" or "without" reports on the new custom object?

CK wants a visual representation to track delivery status. What component should an app builder recommend?

UC is piloting new features in an existing sandbox and wants to prevent outbound email sends during testing. What should the app builder do to meet the requirement?

An app builder wants to add the option to 'Send New Email' from Leads, Contacts, and Accounts for users on mobile. What is the benefit of using global actions to accomplish this?

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