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A custom field on an account is used to track finance information about a customer.

A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances. What is the recommended solution to grant the customer service agent access to the field?

A.

Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent.

B.

Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent

C.

Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security

D.

Update the custom field’s Field Level Security in setup to allow the agent read-only access to the field.

Salesforce CRT-402 Summary

  • Vendor: Salesforce
  • Product: CRT-402
  • Update on: Jul 26, 2025
  • Questions: 234
Price: $52.5  $149.99
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