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Salesforce Plat-Arch-205 Exam Syllabus Topics:

SectionObjectives
Organizational Structure and User Management- Org-wide access settings and user hierarchy
  • 1. Role hierarchy and implicit sharing
    • 2. Organization-Wide Defaults (OWD)
      External User Data Access (Experience Cloud)- External sharing considerations
      • 1. Experience Cloud user access models
        • 2. Sharing for external accounts and communities
          Content and Collaboration Security- Secure access to shared content
          • 1. Content delivery and access permissions
            • 2. Chatter and collaboration visibility controls
              Record Sharing Mechanisms- Sharing configuration and automation
              • 1. Manual sharing and teams
                • 2. Apex managed sharing
                  • 3. Sharing rules (criteria-based and owner-based)
                    Record Access Fundamentals- Core sharing model concepts
                    • 1. Profile and permission set permissions
                      • 2. Object-level and field-level security

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                        Salesforce Certified Platform Sharing and Visibility Architect Sample Questions (Q85-Q90):

                        NEW QUESTION # 85
                        Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies. How should UC hide list views that are not relevant to an individual user since there will be more than 50 list views?

                        Answer: B

                        Explanation:
                        A public group is the scalable audience mechanism for list views that should be visible only to a defined set of users. UC can create groups that represent the relevant geography or specialist population and share each list view with the appropriate group instead of trying to maintain visibility user by user. This becomes especially important when there are dozens of list views and frequent personnel changes: administrators update group membership rather than modifying many view definitions. A queue is intended for supported record ownership and workload distribution, not for controlling list-view visibility. Direct sharing to arbitrary individual users is also not the standard list-view model; a public group provides the reusable abstraction when the target audience does not correspond to a single role. The architect must also distinguish visibility of the list-view definition from visibility of the underlying Opportunity records. Sharing a list view does not grant record access; users still see only records permitted by their object permissions, OWD, hierarchy, sharing rules, teams, and other record-level mechanisms. Study Guide reference: Access to Other Data - list- view sharing, public groups, scalable audience management, and separation of view visibility from record access.


                        NEW QUESTION # 86
                        Universal Containers uses Person Accounts to represent retail customers and Business Accounts to represent commercial customers. The retail sales team should not have access to commercial customers but should have access to ALL retail customers. With the organization- wide default on Account set to Private, how should the architect meet these requirements?

                        Answer: A

                        Explanation:
                        A criteria-based Account sharing rule is appropriate because the desired access is determined by a property of the Account record: whether the record represents a retail Person Account. With Account OWD set to Private, UC can keep Business Accounts restricted and automatically grant the Retail Sales role access to all Accounts that meet the Person Account criterion. An owner-based rule on AccountContactRelation addresses a different relationship and would not provide the required Account visibility. Granting access to a Person Account record type on a profile also does not make every existing Person Account visible; record-type access controls which record types users can create or use, not which records they can see. The architect therefore needs a record-level sharing rule tied to the Account ' s Person Account characteristic. Study Guide reference: Access to Records - criteria-based sharing rules, Person Accounts, Record Types, Account OWD, and distinction between record-type availability and record visibility.


                        NEW QUESTION # 87
                        Sales reps at Universal Containers (UC) are complaining about the manual activities they need to perform to grant access to supporting internal users (legal, engineering, finance, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change. How should a Platform Sharing and Visibility Architect help UC improve sales reps ' productivity?

                        Answer: B

                        Explanation:
                        A Default Account Team is designed for sales representatives who repeatedly collaborate with the same internal specialists on customer Accounts. The representative can define recurring team members such as legal, engineering, or finance and specify the access each team member receives to the Account and, where applicable, related Opportunities and Cases. The default team can then be applied automatically to new or transferred Accounts or added to existing Accounts, eliminating the repetitive manual-sharing work described in the scenario. A criteria-based sharing rule is better suited to record access determined by stable record attributes and a fixed audience; it does not model a recurring collaboration team tied to a particular salesperson. View All Data would be dramatically overprivileged because it bypasses record-level controls across the organization. Default Account Teams therefore improve productivity while preserving least privilege and making the collaboration relationship explicit. Study Guide reference: Access to Records - Default Account Teams, team roles, related-record access, collaboration, and least-privilege sharing.


                        NEW QUESTION # 88
                        The sales managers at Universal Containers requested their teams to define each user ' s role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. No access to deals related to the accounts. The sales associates may be granted access to opportunities when needed. Assuming the overall sharing model of the organization is Private and no sharing rules are configured on the Account object, how should an architect achieve these requirements?

                        Answer: B

                        Explanation:
                        Account Teams are designed to model collaboration around an Account while allowing different access levels to the Account and its related Opportunities and Cases. UC can give the sales associate Read access to the Account, Read access to related Cases, and no general Opportunity access through the team configuration. If the associate later needs access to a particular Opportunity, that record can be opened separately through an Opportunity Team or another appropriate sharing mechanism. Introducing separate Case Teams or sharing rules would duplicate functionality that the Account Team already provides for this collaboration model. The design also preserves the Private OWD, because access is granted only to the users explicitly added to the team. Object permissions still apply independently, so the sales associate must have the required object-level Read permission before the team access can be effective. Study Guide reference: Access to Records - Account Teams, related Opportunity and Case access, team roles, Private OWD, and least-privilege collaboration.


                        NEW QUESTION # 89
                        Sales reps at Universal Containers sometimes create large files as a part of the sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be password-protected. How can this be accomplished?

                        Answer: A

                        Explanation:
                        Salesforce Content Deliveries are designed to distribute files externally through generated links and include an option to require a password before the recipient can access the content. That directly satisfies the CISO ' s requirement without adding a third-party product or building an Experience Cloud site solely for file delivery.
                        A content delivery can provide a controlled external URL while the password is communicated separately to the customer. Administrators can also establish organization-level policies for content-delivery password behavior so the security requirement is applied consistently. An Experience Cloud site would introduce identity, licensing, and site-management overhead that is unnecessary when the business simply needs to send a protected file link. The architect should still consider the sensitivity of the content, expiration requirements, and broader information-governance policy when deciding whether content delivery is appropriate for a particular file. Study Guide reference: Access to Other Data - Salesforce Files, Content Deliveries, external file access, password protection, and secure content distribution.


                        NEW QUESTION # 90
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