Sales manager at universal containers (UC) have requested viewing customer invoices in Salesforce. Invoice data is mastered in the ERP system. The architect at UC decided to surface the customer invoices in salesforce using external objects and did the following:
-Configured an external object called Invoice.
-Created a lookup relationship between account and the invoice.
How can the architect grant the sales managers access to the customer invoices data?

Question

Sales manager at universal containers (UC) have requested viewing customer invoices in Salesforce. Invoice data is mastered in the ERP system. The architect at UC decided to surface the customer invoices in salesforce using external objects and did the following:

-Configured an external object called Invoice.

-Created a lookup relationship between account and the invoice.

How can the architect grant the sales managers access to the customer invoices data?

Jennifer Lear · Accepted Answer

By creating controlling the invoices object permission on the sales manager's profile.

Jennifer Lear · Answer

By creating sharing rules to share the invoices records with users in sales mangers roles.

Jennifer Lear · Answer

By creating manual sharing to share invoices with relevant sales managers.

Jennifer Lear · Answer

By creating a sharing set to share invoices with users in sales manager role.

Question list

List of questions

Question 1

(0)

Question 2

(0)

Question 3

(0)

Question 4

(0)

Question 5

(0)

Question 6

(0)

Question 7

(0)

Question 8

(0)

Question 9

(0)

Question 10

(0)

Related questions

Question 75 - Certified Sharing and Visibility Architect discussion

Suggested answer: C

0 comments