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Universal Containers (UC) implemented Sales Cloud and requested that only certain branch staff trained to sell high risk products can create opportunities for high risk products. In which two ways can an Architect allow only specific branch staff to sell high risk products? Choose 2 answers
Correct Answer: A,C
Explanation Price books are a way to store different prices for products that can be added to opportunities. Price books can have different organization-wide defaults (OWD) settings that control the baseline level of access for users. To allow only specific branch staff to sell high risk products, the architect can recommend setting the price book OWD to View Only and sharing the high risk price book with the trained staff via manual sharing or sharing rules. Manual sharing allows the owner or anyone with Full Access to a record to share it with another user or group of users. Sharing rules allow the admin to automatically grant access to records based on certain criteria. Therefore, the answer A and C are correct and the other options are incorrect.
Recent Comments (The most recent comments are at the top.)
B is the only way to limit the use of price books (assuming users have Edit on Opportunity) https://help.salesforce.com/s/articleView?id=sf.sharing_model_fields.htm&type=5 D will be easier to maintain than manual sharing (criteria-High Risk, share with-the trained staff's group/role) But anyway, those options work together (not two ways)
A. Set Price Book Organization Wide Default to View Only and share the price book (High Risk) with the trained staff. By setting the Price Book Organization Wide Default (OWD) to "View Only," you ensure that all users can see the price books but cannot necessarily use them when creating opportunities. You can then share the specific high-risk product price book with trained staff, granting them the ability to use this price book when creating opportunities. This method ensures that only staff with the necessary training can sell high-risk products by controlling access to the relevant price book.
D. Share (High Risk) price book with the trained staff via sharing rule. Implementing a sharing rule for the high-risk price book allows for automated sharing based on defined criteria, such as role, group, or specific criteria that identify trained staff. This method facilitates easier management of access as staff qualifications change or as new staff are trained, ensuring that only those with the proper training can access and use the high-risk price book when creating opportunities....
Lukita - Dec 13, 2023
It's B&C.
Price Book Access Levels No Access Users can’t see price books or add them to opportunities. Use this access level in your organization-wide default if you want only selected users to access selected price books. Then, manually share the appropriate price books with the appropriate users.
Recent Comments (The most recent comments are at the top.)
Price Books don't have sharing rules
https://help.salesforce.com/s/articleView?id=sf.products_sharing.htm&type=5
B is the only way to limit the use of price books (assuming users have Edit on Opportunity) https://help.salesforce.com/s/articleView?id=sf.sharing_model_fields.htm&type=5
D will be easier to maintain than manual sharing (criteria-High Risk, share with-the trained staff's group/role)
But anyway, those options work together (not two ways)
Shut up test.
https://www.freecram.net/question/Salesforce.Sharing-and-Visibility-Designer.v2020-08-19.q78/universal-containers-uc-implemented-sales-cloud-and-requested-that-only-certain-branch-staff-trained
A. Set Price Book Organization Wide Default to View Only and share the price book (High Risk) with the trained staff.
By setting the Price Book Organization Wide Default (OWD) to "View Only," you ensure that all users can see the price books but cannot necessarily use them when creating opportunities. You can then share the specific high-risk product price book with trained staff, granting them the ability to use this price book when creating opportunities. This method ensures that only staff with the necessary training can sell high-risk products by controlling access to the relevant price book.
D. Share (High Risk) price book with the trained staff via sharing rule.
Implementing a sharing rule for the high-risk price book allows for automated sharing based on defined criteria, such as role, group, or specific criteria that identify trained staff. This method facilitates easier management of access as staff qualifications change or as new staff are trained, ensuring that only those with the proper training can access and use the high-risk price book when creating opportunities....
It's B&C.
Price Book Access Levels
No Access Users can’t see price books or add them to opportunities. Use this access level in your organization-wide
default if you want only selected users to access selected price books. Then, manually share the appropriate
price books with the appropriate users.