The app builder at Ursa Major Solar has just created a master-detail relationship between a parent object Galaxy__c and child object
Star__c.
What would be the effect of creating this type of relationship if users want to report on Galaxy__c with Star__c?
Universal Containers wants to match Opportunity data from Salesforce to the records in a financial database.
What is required to configure an indirect lookup relationship in Salesforce between the Salesforce Opportunity records and those in a financial database?
An indirect lookup relationship is a custom relationship between two objects that are linked by an external ID field. The external ID field must be a custom field on the parent object that has the ''External ID'' attribute enabled. The child object must be a standard or custom object that is on the detail side of a master-detail or lookup relationship.
An app builder has created a new report type but users are unable to select it from the Report Type list when making a new report for records they own.
What could be causing this issue?
Northern Trail Outfitters wants the field sales team to only see the accounts that they own Separate North American and European marketing teams should only see accounts m their respective regions. The inside sales team needs to see all accounts in Salesforce.
How can this be accomplished?
Set the Organization-Wide Default to Private for accounts and create criteria-based sharing rules for each marketing team are the actions that can accomplish the requirement of restricting access to accounts based on region and role. Setting the Organization-Wide Default to Private will limit access to accounts to only owners and administrators. Creating criteria-based sharing rules will grant additional access to accounts based on region for each marketing team. Creating an Inside Sales Team profile with the ''View All'' setting for accounts will grant access to all accounts for the inside sales team. Update the Sales profile, update the organization-wide defaults to Public for accounts, create profiles for each marketing team, create permission sets for each marketing team, and create an Inside Sales Team role are not necessary or sufficient actions for this requirement.
A business user at Universal Containers wants to update an Account directly from an Opportunity record.
What should the app builder create to allow the business user to make these edits?
An update record action with a related record component on the Opportunity layout allows users to edit related Account records directly. References:
Salesforce Help - Creating Quick Actions
