Solution Design

Question 1

A company wants all users to see all Accounts but only edit Accounts they own or their subordinates in the Role Hierarchy own. How is this configured?

Accepted Answer

OWD: Public Read Only, Role Hierarchy enabled

Answer

OWD: Private, Sharing Rules: Public Read Only

Answer

OWD: Public Read/Write for all

Answer

Permission Sets granting Edit to certain users

Question 2

What tools allow extending access beyond OWD? (Select 3)

Accepted Answer

Answer

Role Hierarchy

Answer

Sharing Rules

Answer

Manual Sharing

Answer

Profiles

Question 3

A company has two business lines (Enterprise and SMB) requiring different required fields and Sales Processes. What should be configured? (Select 2)

Accepted Answer

Answer

Opportunity Record Types (one per business line)

Answer

Different Sales Processes assigned to each Record Type

Answer

Two separate custom objects (Opportunity_Enterprise and Opportunity_SMB)

Answer

Workflow Rules updating fields based on Amount

Question 4

What is the main difference between Profile and Permission Set?

Accepted Answer

Each user has 1 mandatory Profile; Permission Sets are optional and multiple

Answer

Profiles can be assigned to multiple users; Permission Sets only to one

Answer

Profiles control Field-Level Security; Permission Sets don't

Answer

Permission Sets are more powerful and completely replace Profiles

Question 5

A field with sensitive information (credit limit) should be visible only to Finance team and Sales Managers. What is configured?

Accepted Answer

Field-Level Security: Visible only in Finance Profile and Sales Manager Profile/Permission Set

Answer

Page Layout hiding field for other profiles

Answer

Validation Rule preventing unauthorized access

Answer

Sharing Rules based on field value

Question 6

A Validation Rule must prevent closing an Opportunity without at least one Contact Role associated. What formula is correct?

Accepted Answer

AND(IsClosed, OpportunityContactRoles.Count = 0)

Answer

AND(IsClosed, ISBLANK(ContactId))

Answer

IsClosed = TRUE && Contact_Role__c = NULL

Answer

IF(IsClosed, COUNT(ContactRoles) = 0, FALSE)

Question 7

What tools can be used to automate Task creation when an Opportunity changes to 'Closed Won' Stage? (Select 2)

Accepted Answer

Answer

Record-Triggered Flow

Answer

Process Builder (pre-deprecation)

Answer

Apex Trigger

Answer

Formula Field

Question 8

What type of Sharing Rule allows sharing Accounts where Industry = 'Technology' with a Public Group?

Accepted Answer

Criteria-based Sharing Rule

Answer

Owner-based Sharing Rule

Answer

Role-based Sharing Rule

Answer

Territory-based Sharing Rule

Question 9

A company has regions (North, South, East, West) and wants automatic Account ownership assignment based on Billing State field. What functionality is appropriate?

Accepted Answer

Territory Management with Territory assignment rules

Answer

Assignment Rules (Account Assignment Rules)

Answer

Flow updating Owner based on State

Answer

Workflow Rule with Field Update

Question 10

What determines which fields and sections a user sees on a record's detail page?

Accepted Answer

Page Layout assigned to their Profile/Record Type

Answer

Profile + Field-Level Security

Answer

Permission Set configuration

Answer

Role Hierarchy position