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In order to allow community users to collaborate on Opportunities, which license type must the users be given?
Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than 50 list views?
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Some distributors requested granting specific community users (agents) to view cases submitted by other agents of the same distributor.
Which feature only supports these requirements?
A banking company uses a VIP Flag in the Contact Object that they want only Private Banking Reps to see.
Which approach is recommended to meet this requirement?
Universal Containers (UC) service reps are assigned to a profile which has View All on the Case object. The organization-wide default (OWD) for the Account and Case objects is Private.
To make sure service reps have access to all relevant information (Accounts and
Contacts) to attend to customer requests, which detail should an architect consider?
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