A Nonprofit Cloud Administrator for a human services nonprofit organization needs to enable program teams...

Salesforce Nonprofit-Cloud-Consultant Question Answer

A Nonprofit Cloud Administrator for a human services nonprofit organization needs to enable program teams to track client

interactions and notes in Nonprofit Claud. Due te the sensitive nature of same of the client interactions, the Administrator must

ensure that other program teams cannot see the mental health team’s client interactions.

What should the Administrator configure in Nonprofit Cloud to set this up for the program teams?

Enable Notes. Set up Sharing Rules and Restriction Rules for the Notes object.

Enable Interaction Summaries and configure Compliant Data Sharing.

Enable Interaction Summaries and set up Restriction Rules for the Interaction abject

Salesforce Nonprofit-Cloud-Consultant Summary

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