Salesforce Certified Administrator Exam: Providing Access to Custom Object - Account Review

How to Provide Access to the Custom Object "Account Review" for a User

Question

Universal Container supports user needs to view a custom object called Account Review.

His profile doesn't have access to view it.

What should the Salesforce Admin do to provide him access to this custom object?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A

Option B is incorrect because creating another profile is not a good solution.

This will end up having too many profiles in the system that will create a lot of confusion.

Option C and D are incorrect because workflow rules and process builder are used to automate a certain business process.

Reference:

To provide a user access to a custom object in Salesforce, the Salesforce Admin can take the following steps:

  1. Determine the type of access needed: Before providing access, it is important to determine what type of access is needed. This includes read-only access, read/write access, delete access, etc.

  2. Create a permission set: A permission set is a collection of settings and permissions that can be assigned to a user, regardless of their profile. The Salesforce Admin can create a new permission set for the custom object and assign the necessary permissions to it.

  3. Assign the permission set to the user: Once the permission set has been created, the Salesforce Admin can assign it to the user. This will provide the user with the necessary access to view the custom object.

Therefore, option A, "Create a permission set and assign the user to it," is the correct answer to this question.

Option B, "Create another profile and assign it to the user," is not the best solution because creating a new profile for every user who needs access to a custom object can lead to a proliferation of profiles, making it difficult to manage user permissions in the long term.

Option C, "Create a workflow rule," and option D, "Create a process builder," are not relevant to this question, as they are automation tools used for creating workflows and automating business processes in Salesforce.