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Salesforce

CRT-403 · Question #141

A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer…

The correct answer is A. Create a permission set that allows read-only access to the field via Field Level Security and. See the full explanation below for the reasoning.

Question

A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances. What is the recommended solution to grant the customer service agent access to the field?

Options

  • ACreate a permission set that allows read-only access to the field via Field Level Security and
  • BCreate a new profile to allow for read-only access to the field via Field Level Security and assign it
  • CUpdate the Customer Service Profile already assigned to the agent to allow for read-only access
  • DUpdate the custom field's Field Level Security in setup to allow the agent read-only access to the

How the community answered

(37 responses)
  • A
    84% (31)
  • B
    3% (1)
  • C
    8% (3)
  • D
    5% (2)

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