Security: Scenario 3

Scenarios are free-form exercises that are designed to be practiced as if you were the system administrator responsible for an implementation.  Try to solve the scenario in your practice org (see Getting Started – Free if you do not have a practice org).  Once solved, or if you need help, turn the page for the solution.


The VP of sales has indicated that the inside sales team should no longer collect or use fax numbers.  The sales and marketing teams are moving towards an entirely electronic communication strategy.

Success Criteria:

  1. Users assigned the “Inside Sales” profile cannot view or report on the lead fax field or account fax field.
Scenario Solution

3 Responses to “Security: Scenario 3”

  1. CarlosSiqueira May 15, 2016 at 11:09 pm #

    When I edit the Lead, the fax field was already unchecked.

  2. abursch November 14, 2015 at 3:23 am #

    Since the fax field is also available on Contacts (and they’ll have to convert that lead to a contact before attaching to an Account), would you not want to make the fax field on Contacts not visible as well to maintain consistency for the Inside Sales Profile?

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