Domain 2 — Security Flashcards

AI-Generated Content

These flashcards were generated with AI assistance and may need human review for accuracy. Always verify against official Salesforce documentation.

Scenario-based cards testing architectural judgment on sharing models, OWD choices, identity/SSO design, and security trade-offs.

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Card 1 of 10

A financial services client has 4,000 reps who should only see their own Accounts and Opportunities, but managers need visibility into their team's pipeline. Sales VPs need org-wide pipeline views. How do you set OWD and why?

Set OWD to Private for both Account and Opportunity. Use Role Hierarchy for manager roll-up visibility — reps report to managers, managers to VPs. Private OWD is the most restrictive starting point and opens access upward through the hierarchy. Trade-off: sharing rules may be needed for cross-team collaboration (e.g., overlay reps), but start restrictive. Never default to Public Read/Write just because 'everyone needs to see data' — that eliminates record-level security entirely.

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