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Question 297 - Certified Sales Cloud Consultant discussion

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Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.

Which solution should the consultant recommend when CK sets up the new account process?

A.
Place the user in a separate role at the highest level of the role hierarchy.
Answers
A.
Place the user in a separate role at the highest level of the role hierarchy.
B.
Add the user to a separate role at the lowest level of the role hierarchy.
Answers
B.
Add the user to a separate role at the lowest level of the role hierarchy.
C.
Assign the Modify All Data permission to the user.
Answers
C.
Assign the Modify All Data permission to the user.
Suggested answer: B

Explanation:

Adding the user to a separate role at the lowest level of the role hierarchy ensures that the manual reviewer does not inadvertently gain access to other users' accounts through role hierarchy-based sharing rules. This setup confines the user's access to only those records explicitly assigned to them, maintaining data security and ensuring proper access control.

Role Hierarchy Best Practices

Managing User Permissions

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asked 23/09/2024
Mark Green
45 questions
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