Which Salesforce feature can help manage the visibility and access to RMA and FSR records?

Disable ads (and more) with a premium pass for a one time $4.99 payment

Prepare for the Salesforce Service Cloud Consultant Exam. Study with targeted flashcards and multiple choice questions, each question supported by hints and explanations. Ace your exam with confidence!

The correct answer is based on the capabilities of Salesforce's customization features, particularly regarding how visibility and access to specific records, such as Return Merchandise Authorization (RMA) and Field Service Request (FSR) records, can be managed. Custom object visibility settings are essential because they allow administrators to determine how and with whom specific custom objects (like RMA and FSR) can be shared within the organization.

Custom object visibility settings enable fine-tuning access at various levels, such as organization-wide defaults, sharing rules, and profile settings. This ensures that only authorized users can view or edit sensitive information related to RMAs and FSRs, fostering security and compliance.

While case timelines and record ownership settings are important features within Salesforce, they focus more on case management and user assignment rather than controlling access to specific records. Related record sharing rules provide additional sharing mechanisms but are generally dependent on the context of parent-child record relationships, rather than being applied directly to custom object visibility as a primary means of access management. Therefore, leveraging custom object visibility settings is the most effective way to manage access to RMA and FSR records.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy