Alistair and Andy are both on the Recruitment team at Cloudy Computing. They should both be able to review and edit Applications, however only Andy as the Manager, should be able to delete Applications. Both users are currently assigned the ‘Recruitment Team’ profile. How can this requirement be achieved in Salesforce?
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: Alistair and Andy are both on the Recruitment team at Cloudy Computing. They should both be able to review and edit Applications, however only Andy as the Manager, should be able to delete Applications. Both users are currently assigned the ‘Recruitment Team’ profile. How can this requirement be achieved in Salesforce?
Alistair and Andy are both on the Recruitment team at Cloudy Computing. They should both be able to review and edit Applications, however only Andy as the Manager, should be able to delete Applications. Both users are currently assigned the ‘Recruitment Team’ profile. How can this requirement be achieved in Salesforce?
- Create a new custom profile for Andy
- Create a new permission set and assign to Alistair
- Create a new permission set and assign to Andy ✅
- Set up roles and ensure Andy is in a role higher than Alistair
Correct Answer
Create a new permission set and assign to Andy ✅
Explanation
As the additional delete permission is only for a single user, there is no need to create a custom profile. It would be more efficient to create a permission set that includes the ability to delete Application records and assign it to Andy.
If Andy is assigned a role higher than Alistair he will gain visibility and access to records that Alistair owns. However, the role hierarchy will not grant Andy the permission to delete records.
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