What advanced tool can Salesforce enable for Large-scale role hierarchy realignments?
Universal Containers (UC) has a private Organization-Wide Defaults (OWD) model for the
Account object and needs to control the access of records and fields according to these
requirements:
• Sales reps can view/edit only their own records and cannot access the field "segment" in
account page.
• Service reps need to view all accounts but cannot edit any information.
• Sales managers can modify any account of reps reporting to them.
• Service managers can modify any account.
How can a Salesforce architect provide an optimal solution for this scenario?
Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC
can see the records in search layout, but when they click to view the detail, only record name,
created date, and last modified date are shown. When the system admin accesses it, he or she
sees the full record detail with many more data fields.
What is the likely cause of this issue?
Universal Containers (UC) enables customers to manage issues using a customer
Community license. The Case external organization-wide default is set to Private. Currently community users can only see cases they created.
What can be done to allow community users to see all cases for their account?