Question: 1
The Vp of sales at universal con has requested the sales reps be given access to view all accounts in salesforce. However, they've also requested the sales rep only be allowed to create new opportunities on accounts they own
Question: 2
UC would like to automatically assign a specific permission set to new users. How can they do that?
Question: 3
Sales and marketing users have similar roles,and use similar record types.However sales uses 3 different fields and marketing has 5, how do you set upprocesses the most efficiently (something like that)
Question: 4
Universal Con conducts evaluations of their sales reps using a custom objectconsisting of numerical scores and executive comments. The company wants toensure that only the sales reps, their managers,and their managers' executives canview the rep's evaluation record, but the reps should not be able to view the executive comment field on their review.
Question: 5
UVC uses a custom object to track site visits, When the status of a site visit ischanged from 'in process ' to 'On hold ' the business wants the site visit owner tobe automatically assigned to an 'On hold ' Queue. Which capability can be used toaccomplish this?