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28 February, 14:48

Universal Containers plans to build a large-scale Community and expose Leads and Opportunities to their resellers. Universal Containers has the following requirements for their partner account: • 120,000 partner accounts• Minimize the number of partner account roles• Partner account is made up of sales employees and sales managers• Sales employees only have access to their data• Sales managers have access to all sales employees data. What are the two most efficient ways for the Salesforce Admin to fulfil these requirements? Choose 2 answers Discuss

A. Set up partner accounts with two rolesB. Set up partner accounts with one roleC. Use sharing rules to grant sales managers access to sales employees' dataD. Make the sales manager the Super User on the partner account

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  1. 28 February, 15:25
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    C. Use sharing rules to grant sales managers access to sales employees' data

    D. Make the sales manager the Super User on the partner account

    Explanation:

    Thinking process:

    The whole exercise is to make sure that the number of partner account roles are minimized. This means using the least possible number of people manning the accounts. For example, the managers' accounts can be linked to form one super manager and partner account.

    In addition, to scale up the operation, the sales manager can be set as the sole person who can access the account. In this way, it creates a centralized system for coordinating the sales employee's data.
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