CRT-101 · Question #38
A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object…
The correct answer is B. Configure permission sets. Permission sets are the right tool because they allow administrators to grant additional object access (like Leads) to specific users without changing their base profile - making them ideal for extending access to a subset of users like this support team. Why the distractors…
Question
A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object. How should an administrator provide proper access?
Options
- ACreate a new profile
- BConfigure permission sets.
- CAssign a new role.
- DSet Up Manual Sharing
How the community answered
(28 responses)- A4% (1)
- B71% (20)
- C18% (5)
- D7% (2)
Explanation
Permission sets are the right tool because they allow administrators to grant additional object access (like Leads) to specific users without changing their base profile - making them ideal for extending access to a subset of users like this support team.
Why the distractors are wrong:
- A (New profile): Profiles are broad and apply to all users assigned to them; creating a new profile for a small access change is heavyweight and hard to maintain - Salesforce best practice is to use profiles as a baseline and permission sets for exceptions.
- C (New role): Roles control record visibility through the role hierarchy (who can see whose records), not object access (whether you can see the object at all). Assigning a role won't grant access to the Lead object.
- D (Manual Sharing): Manual sharing grants access to individual records, not to an entire object. If users can't see the Lead object at all, sharing a specific lead record won't help.
Memory tip: Think "Profile = Permanent baseline, Permission set = Plus more." When you need to add access for a subset of users without touching their profile, reach for a permission set.
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