Sales managers at Universal Containers (UC) have requested viewing customer invoices in Salesforce .. system. The architect at UC decided to surface the customer invoices in Salesforce using external objects a..
Configured an external object called Invoice.
Created a lookup relationship between account and the invoice
How can the architect grant the sales managers access to the customer invoices data?
Universal Containers wants to store Payment Term Details on the Account object, but the fields should only be visible on certain record types and for certain user profiles.
How can a System Administrator quickly determine which user profiles, page layouts, and record types include certain fields?
Which option can be selected to share data when creating a sharing rule?
Sales Reps at Universal Containers sometimes create large files as a part of the Sales process that are too large to share over email. They would like
users to be able to share files with customers, but the CISO has requested that any file links shared must be protected by a password.
How can this be accomplished?