Salesforce Certified Platform App Builder: Grant Access to Service Coordinator for Review and Modify Work Orders in Salesforce

Question

A service coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Before closing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.

What solution would provide the required access, given a private data model?

A. Create an SC sharing rule and a corresponding public group.
B. Give the SC a permission set with the Modify All Data system permission.
C. Change work order access on the SC’s profile to ‘Modify All’.
D. Create a workflow rule that updates records owned by technicians in that region with the SC.

Answer

A. Create an SC sharing rule and a corresponding public group.

Explanation

Learn how to provide a service coordinator with the necessary access to review and modify work orders owned by technicians in a specific region using Salesforce’s sharing and security settings.

The correct solution is to give the service coordinator (SC) a permission set with the “Modify All Data” system permission.

Here’s why:

1. The “Modify All Data” permission allows users to view, edit, delete, transfer, and approve records they don’t own, regardless of sharing settings. This will give the SC access to work orders and related records owned by the technician.
2. Creating an SC sharing rule and a corresponding public group (Option A) would not be sufficient, as sharing rules only provide additional access to records, but do not allow modifying records owned by others.
3. Changing work order access on the SC’s profile to “Modify All” (Option C) is not the best approach, as it would grant excessive access to all work orders, not just those owned by the specific technician.
4. Creating a workflow rule (Option D) would not directly grant the SC access to the records. Workflow rules are used for automating processes and not for managing record access.

By assigning a permission set with “Modify All Data” to the SC, they will have the necessary access to review, modify, and remove attachments from work orders owned by the technician in the specific region before submitting them for invoicing.

Salesforce Certified Platform App Builder certification exam practice question and answer (Q&A) dump with detail explanation and reference available free, helpful to pass the Salesforce Certified Platform App Builder exam and earn Salesforce Certified Platform App Builder certification.