SalesForce Financial Services Cloud Salesforce Financial Services Cloud Accredited Professional Exam 06 31Oct2024 - Practice Quiz

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In a financial services organization using Salesforce Financial Services Cloud, a compliance officer needs to ensure that only specific users can access sensitive client data stored in custom objects. The organization has a mix of roles, including financial advisors, compliance officers, and administrative staff. Given the need for strict data access controls, which approach should the compliance officer take to implement object-level security effectively?

Create custom profiles for each role with tailored object permissions that restrict access to sensitive data based on the user's role.

Use a single profile for all users and rely on record-level sharing rules to manage access to sensitive data.

Implement permission sets for all users to grant access to sensitive data on an as-needed basis without changing their profiles.

Set up a public group that includes all users and assign object permissions to this group to simplify access management.

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