In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.
Identify use cases and design considerations for social accounts and contacts.
Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc.
Explain the various methods for establishing relationships between accounts and contacts.
Explain the impact of having an account hierarchy.
Explain the methods for populating and maintaining account and contact data using data enrichment tools.
Explain the use cases and implications for implementing person accounts.
In this lecture we discuss the impact that the ownership of account and contact records has on visibility.
In this lecture, I discuss how to set up a Sharing Rule on the Account object to extend Read Only access to our example user. Sharing Rules are used to grant further access to records and can't be used to restrict access.
In this lecture we look at Sample Test Question #3 in the Exam Guide. It goes into record visibility and mentions that there is a Private sharing model that has been set up. I walk you through how to dissect the question and determine what the right answer is.
