What is the purpose of a sharing rule in Salesforce CPQ?

To change the owner of a record.

To restrict access to records for users who currently have access.

To grant additional access to records based on criteria such as record owner or field values.

To hide fields from users on a record.

A CPQ admin needs to allow the sales operations team to view quotes owned by all sales reps, but not quotes owned by other teams. The sales operations team is not above the sales reps in the role hierarchy. What is the most appropriate way to grant this access?

Create a sharing rule that shares quotes owned by the sales rep role with the sales operations role.

Manually share each quote with the sales operations team.

Use the role hierarchy to grant access to sales operations by placing them above sales reps.

Grant the sales operations team the 'View All' permission on the Quote object.

A company wants its sales managers to see all quotes owned by their direct reports, but not quotes owned by other teams. The role hierarchy is already configured with managers above their reps. What is the most appropriate way to ensure managers see only their direct reports' quotes?

Grant the manager the 'View All' permission on the Quote object.

Create a sharing rule to share all quotes with the sales manager role.

Use the role hierarchy to grant implicit access to quotes owned by users below them in the hierarchy.

Manually share each quote with the manager.

When should an administrator use a permission set instead of modifying a profile in Salesforce CPQ?

When the change should apply to all users in the organization.

When the change involves setting the user's default record type.

When the change is a one-time temporary access grant for a single user.

When only a subset of users with the same profile needs additional CPQ permissions.

SalesforceCertified CPQ Administrator

Domain 4Objective 3

Given a Set of Business Requirements, Adjust Permissions to Ensure Appropriate Data Security. CPQ-ADMINISTRATOR Practice Questions (Page 5)

Part of the CPQ PLATFORM domain, which accounts for 15% of the CPQ-ADMINISTRATOR exam.

24questions here

5free pages

9concepts

15%of the exam

Questions 21–24

21foundation · easy
What is the purpose of a sharing rule in Salesforce CPQ?
Select an answer first
22application · medium
A CPQ admin needs to allow the sales operations team to view quotes owned by all sales reps, but not quotes owned by other teams. The sales operations team is not above the sales reps in the role hierarchy. What is the most appropriate way to grant this access?
Select an answer first
23application · medium
A company wants its sales managers to see all quotes owned by their direct reports, but not quotes owned by other teams. The role hierarchy is already configured with managers above their reps. What is the most appropriate way to ensure managers see only their direct reports' quotes?
Select an answer first
24foundation · easy
When should an administrator use a permission set instead of modifying a profile in Salesforce CPQ?
Select an answer first

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