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Salesforce Sharing-and-Visibility-Architect Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Salesforce Shield and Security10%- Platform Encryption
- Event Monitoring
- Field Audit Trail
Topic 2: Declarative Sharing Features23%- Teams (Account, Opportunity, Case)
- Organization-Wide Defaults (OWD)
  • 1. External OWD settings
  • 2. Internal OWD settings
- Role Hierarchy
  • 1. Grant access using hierarchies
- Queues
- Sharing Rules
  • 1. Guest user sharing rules
  • 2. Criteria-based sharing rules
  • 3. Ownership-based sharing rules
- Manual Sharing
Topic 3: Programmatic Sharing17%- Apex Managed Sharing
- Sharing Reason
- Implicit Sharing
- Share Object manipulation
Topic 4: Security and Access20%- Object-Level Security
  • 1. Restrict access to specific objects
- Field-Level Security
  • 1. Restrict access to specific fields
- Record-Level Security
  • 1. Restrict access to specific records
Topic 5: Territory Management10%- Territory Hierarchy
- Account Assignment
- Territory Rules
Topic 6: Account and Opportunity Teams10%- Opportunity Teams
- Account Teams
- Case Teams
Topic 7: Sharing Performance and Scalability10%- Large Data Volumes
- Sharing Calculation
- Group Membership Locks
- Skew

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Salesforce Certified Sharing and Visibility Architect 認定 Sharing-and-Visibility-Architect 試験問題 (Q67-Q72):

質問 # 67
Universal Containers has a customer that meets criteria for two Enterprise territory Management territories (Portugal and Southern Europe).
What is necessary to assign opportunities to a territory for this account?

正解:D

解説:
Explanation
To assign opportunities to a territory for an account that meets criteria for two Enterprise Territory Management territories, the territory with the highest Territory Type Priority is automatically assigned to the opportunity. This is how Salesforce resolves conflicts when an account matches multiple territories. Creating a criteria-based sharing rule or a Process Builder process will not work, as they do not affect the territory assignment. Creating an Apex class that implements Filter-Based Opportunity Territory Assignment will not work, as it is only applicable for accounts that do not match any territory


質問 # 68
Universal Containers (UC) service reps are assigned to a profile which has "View All" in Case object (Private OWD). To make sure service reps have access to all relevant information to attend to customer requests, which two details should a salesforce Architects consider?
Choose 2 answers:

正解:B

解説:
How can an architect achieve this?
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_perms_enforcing.htm
Example: To check the field-level read permission of the contact's email field before querying for this field:
if (Schema.sObjectType.Contact.fields.Email.isAccessible()) {
Contact c = [SELECT Email FROM Contact WHERE Id= :Id];
}
Answer for B -
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_keywords_sharing.htm
The "with sharing" keyword allows you to specify that the sharing rules for the current user are considered for the class. You have to explicitly set this keyword for the class because Apex code runs in system context. In system context, Apex code has access to all objects and fields- object permissions, field-level security, sharing rules aren't applied for the current user. This strategy ensures that code doesn't fail to run because of hidden fields or objects for a user.


質問 # 69
Universal Containers (UC) sales managers are complaining that they cannot access their teams' Shipment records (a custom object). Initially, the admin suggested that this is happening due to a misconfigured Role Hierarchy (Shipment organization-wide default is Private). After investigation, they determined the Role Hierarchy for these users is correct.
What is the reason why UC sales managers are unable to see shipment records?

正解:C


質問 # 70
Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.
Which organization-wide default (OWD) approach should be recommended to help UC implement these requirements?

正解:B

解説:
To ensure that only lead owners can edit or reassign their leads, the OWD for Lead should be set to Private. In a Private model:
* Only the owner (and users above the owner in the Role Hierarchy) can access and edit the record by default.
* Redundant lead entries can be minimized by enforcing validation rules or duplicate management logic.
* Option A: A Public Read Only/Transfer OWD does not restrict edit access to the lead owner, as anyone with appropriate permissions could edit or transfer the leads.
* Option B: Public Read-Only OWD does not align with the requirement to ensure only lead owners can edit or reassign leads.
* Option C (Correct): Private OWD ensures that only the lead owner has edit access, adhering to UC's requirements.
:
Organization-Wide Default Settings


質問 # 71
Universal Container has a set of Account management users that should only see accounts once the account becomes a customer. The type field on the Account identifies whether the account is a prospect, customer, partner, or other. Which two methods could an Architect use to enable this sharing requirement, assuming a private sharing model for accounts? Choose two:

正解:A、C

解説:
Explanation
Instituting a business process that calls for the account manager to be added to the account team once the account becomes a customer, and creating a criteria-based sharing rule that shares the account to the account management group when the type is customer are two methods that could be used to enable this sharing requirement, assuming a private sharing model for accounts. These methods would ensure that only accounts with type customer are shared with the account management users, and only when they are involved in the account team. Creating a public list view, where accounts of type customer are included and share the list view with account management public group is not a method to enable sharing, as it only filters the records that are already visible to the users, not grant access to new ones. Creating an account sharing rule that shares all accounts owned by sales to be shared with account management roles and subordinates is not a method to enable this sharing requirement, as it would share all accounts regardless of their type


質問 # 72
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