SalesCloud: Site and Portal Management #1

CV Systems is enabling the Partner Communities (Portal) to allow partners to update their Opportunities in Salesforce. Partners should only have access to specific Opportunity list views and Opportunity reports. How can this level of access be enforced for Partner Community (Portal) users? (Choose 2)

  1. Remove permissions for existing list views and report folders that should NOT be shared with Partner users.
  2. Create the appropriate list views and Report folders and share with all Partner users.
  3. Create list views and Report folders in the Partner Communities (Portal) setup, so they are available to all Partner users.
  4. Create a Dashboard, refresh daily as an admin and send it to the Partner users.

Ans – 1, 3   – Click here to learn more



No Comments Yet.

Leave a reply

You must be logged in to post a comment.

Subscribe to Blog
Extend Talent