Given a Particular Customer Scenario, Have Awareness of How Territory Management 2.0 Can (or Cannot Be Applied) to Resolve More Complex Security Requirements. SHARING-AND-VISIBILITY-ARCHITECT Practice Questions (Page 1)

Questions 1–5

1. 1foundation · easy

   Which key feature of Territory Management 2.0 allows records to be automatically associated with territories?

   • AManual sharing
   • BTerritory assignment rules
   • CTerritory hierarchy
   • DSharing rules
   Reveal Solution Discussion Select an answer first
2. 2foundation · easy

   Which of the following is a typical use case for Territory Management 2.0?

   • AGranting access to leads based on the lead source
   • BGranting access to opportunities based on the opportunity amount
   • CGranting access to accounts based on the assigned sales representative's territory
   • DGranting access to cases based on the case owner's manager
   Reveal Solution Discussion Select an answer first
4. 3foundation · easy

   When creating a territory-based sharing rule, what must you specify?

   • AThe role and the permission set to apply
   • BThe sharing model and the org-wide default
   • CThe source territory and the target users or territories to share with
   • DThe record type and the field values for assignment
   Reveal Solution Discussion Select an answer first
5. 4foundation · easy

   What is the primary purpose of Territory Management 2.0 in Salesforce?

   • ATo grant record access to users based on their assignment to territories
   • BTo enforce field-level security on records within a territory
   • CTo provide a manual sharing mechanism for individual records
   • DTo automatically share records with users based on their role in the role hierarchy
   Reveal Solution Discussion Select an answer first
6. 5application · medium

   A financial services firm needs to share account records with a group of external auditors for a limited time (90 days). The auditors are not Salesforce users and will access the data via a partner portal. The sharing requirement is temporary and not based on any internal hierarchy. Which sharing mechanism is the most appropriate?

   • AManual sharing on each account record, granting access to the auditor's portal user.
   • BA role hierarchy with the auditors placed under the compliance manager.
   • CA public group containing the auditor portal users, with a sharing rule that grants read-only access to accounts.
   • DTerritory Management 2.0 with a territory for 'External Auditors' and a sharing rule granting access.
   Reveal Solution Discussion Select an answer first