Building a Leave Request Application in Salesforce | Universal Container
Question
Universal Container's HR department requested the Salesforce Manager to have his team build leave requests application where users need to submit time off requests but only few users should have the ability to approve the leave requests.
What would the Salesforce team create to meet the HR request?
Answers
Explanations
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A. B. C. D.Correct Answer: D
Custom Permission allows you to define permissions through custom application or process.
This custom permission can be assigned to the profile or to a permission set.
Custom permissions should be created through Salesforce setup.
Usually developer creates custom permissions, but Salesforce Administrators should be aware of it and how it works.
References:
Correct Answer: D
Custom Permission allows you to define permissions through custom application or process.
This custom permission can be assigned to the profile or to a permission set.
Custom permissions should be created through Salesforce setup.
Usually developer creates custom permissions, but Salesforce Administrators should be aware of it and how it works.
References:
The Salesforce team would create a permission set to meet the HR department's request.
A permission set is a collection of settings and permissions that can be assigned to users, granting them access to specific features or functions within Salesforce. In this case, the permission set would be created to grant a select group of users the ability to approve leave requests.
To set up the leave requests application, the Salesforce team could create a custom object or use an existing one, such as the standard "Time Off" object. They would then create a custom field on the object to designate the user who will approve the leave requests.
Next, they would create a permission set that includes the necessary permissions for users to submit leave requests and for the designated approvers to approve them. The permission set would also include access to the custom field created earlier, allowing the designated approvers to view and update the field as needed.
Finally, the Salesforce team would assign the permission set to the appropriate users, granting them the necessary access to the leave requests application.
Process Builder, Workflow, and Custom Permission are not the best choices for this scenario:
- Process Builder is a tool used to automate business processes in Salesforce, but it is not designed for managing permissions.
- Workflow is a feature used to automate certain actions in Salesforce, such as sending an email or updating a field, but it is not designed for managing permissions.
- Custom Permission is a feature used to grant users access to specific features or functions based on their roles or responsibilities, but it is not designed for managing specific record-level access like this leave request application requires.
