Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.
Which organization-wide default (OWD) approach should be recommended to help UC implement these requirements?
Universal Containers (UC) has a partner community for its 200 distributors.
UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is Private.
How should an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?
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 hasrequested that any file linksshared must be password-protected.
How can this be accomplished?
A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?