Salesforce Certified Platform App Builder — Question 259

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?

Answer options

• A. Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security.
• B. Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent.
• C. Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent.
• D. Update the custom field's Field Level Security in setup to allow the agent read-only access to the field.

Correct answer: B

Explanation

The correct answer is B because creating a permission set allows for more flexible management of access rights without altering the existing profile structure. Option A would not be advisable as it affects all users assigned to that profile, while option C requires creating a new profile, which is unnecessary. Option D would change access for all users, not just the specific agent.