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Question 183 - Certified Platform App Builder discussion

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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?

A.
Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent.
Answers
A.
Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent.
B.
Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent
Answers
B.
Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent
C.
Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security
Answers
C.
Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security
D.
Update the custom field's Field Level Security in setup to allow the agent read-only access to the field.
Answers
D.
Update the custom field's Field Level Security in setup to allow the agent read-only access to the field.
Suggested answer: A

Explanation:

The recommended solution to grant the customer service agent access to the field is creating a permission set that allows read-only access to the field via Field Level Security and assigning it to the agent. A permission set is a collection of settings and permissions that give users access to various tools and functions. Field Level Security (FLS) is a setting that controls the access level of fields for different profiles or permission sets. The app builder can create a permission set that grants read-only access to the custom field on the account object via FLS and assign it to the agent. Option B is incorrect because creating a new profile to allow for read-only access to the field via FLS and assigning it to the agent is not recommended, as profiles are used to define the baseline permissions and settings for a group of users, and creating multiple profiles for individual users can be hard to maintain. Option C is incorrect because updating the Customer Service Profile already assigned to the agent to allow for read-only access to the field via FLS is not recommended, as this will affect all users who have the same profile, which may violate the security policy. Option D is incorrect because updating the custom field's FLS in setup to allow the agent read-only access to the field is not possible, as FLS can only be set at the profile or permission set level, not at the user level.

asked 23/09/2024
Unai M
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