SALESFORCE

If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to the new associate?

Overwrite Phil's User Profile with the new associates information and create a new profile for Phil.

Create a new profile for Phil as well as new associate. Deactivate Phil's profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.

Associate the new role to Phil's existing profile and Transfer all the accounts, opportunities and leads to the new associate.

None of the above

Which of the following statements is/are true for sharing rules? (Check all that apply)

Sharing rules should be used when a user or group of users needs access to records not granted them by either role hierarchy or organization wide defaults

Sharing rules apply only to new records owned by specified role or group member

When you transfer records from user to another, the sharing rules are removed during the transfer.

You cannot change the specified groups or roles for sharing rules. Next

What are different Types of Sharing Rules? (Check all that apply)

Adding a user to the sales team group will give access to opportunity records that was previously a restricted account.

True

False

Which statement is/are False for Folders (Check all that apply)

Access is defined either as Read or Read/Write

Access to folders does roll-up through role hierarchy

The document tab contains a control version capability

Access to folders does not roll-up through role hierarchy

SALESFORCE

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