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Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than SO list views?
Universal Containers (UC) has a mostly Private organization-wide default, as it's a core principle of UC to respect client data privacy, UC has implemented complex processes for granting access to Opportunity data. A few key members of the sales reporting team need to always be able to see, but not change, Opportunity data for all opportunities.
What should an architect recommend as an approach to meet these requirements?
Universal Containers (UC) service reps are assigned to a profile which has View All on the Case object. The organization-wide default (OWD) for the Account and Case objects is Private.
To make sure service reps have access to all relevant information (Accounts and
Contacts) to attend to customer requests, which detail should an architect consider?
Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganizethe roles and reassign account owners.
Which feature should an architect recommend to avoid problems with this operation?