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

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

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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q20-Q25):

NEW QUESTION # 20
Universal Containers (UC) has a mostly Private organization-wide default, as it's a core principle of UC to respect client data privacy, UC has implemented complex processes for granting access to Opportunity data.
A few key members of the sales reporting team need to always be able to see, but not change, Opportunity data for all opportunities.
What should an architect recommend as an approach to meet these requirements?

Answer: B

Explanation:
* View All Permission: Assigning the "View All" permission for the Opportunity object allows users to see all records of that object, regardless of sharing rules or ownership. This permission meets the need for key sales reporting team members to view Opportunity data without editing rights.
* Why Option C is Correct:
* A permission set is the preferred method for granting additional permissions to specific users without altering their profile.
* "View All" is more restrictive than "View All Data," providing access only to the Opportunity object and respecting the principle of minimal access.
* Why Others Are Incorrect:
* Option A: "View All Data" grants access to all objects and violates UC's privacy principles.
* Option B: While a permission set is correct, granting "View All Data" is overly permissive and unnecessary.
For detailed reference, see Salesforce permissions documentation: https://help.salesforce.com/


NEW QUESTION # 21
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: B

Explanation:
To restrict access to only Person Accounts for the retail sales team while maintaining a private OWD:
* Option A (Correct): Create criteria-based sharing rules. These rules can be defined to share accounts of type PersonAccount with users in the Retail Sales role. This ensures they can only access retail customers (Person Accounts) and not Business Accounts.
* Option B: Sharing on AccountContactRelation does not provide direct access to accounts and is irrelevant to this requirement.
* Option C: Updating the profile to grant access to the Person Account record type does not align with the private OWD and does not manage access to records individually.
References:
* Criteria-Based Sharing Rules


NEW QUESTION # 22
Universal Containers has developed an AppExchange managed package for their distribution partners, which required a private key to be generated for each partner and used by the code. Universal Containers support representatives must be able to access the private key value to debug connection issues, but it must not be possible for the partner to access the value.
How can the Architect best support this requirement?

Answer: D


NEW QUESTION # 23
Universal Containers has a global 24x7 Salesforce.com implementation that supports Sales, Services, Order Management, and various other parts of their business. They have a nested territory hierarchy, 10,000 sales users, and 20,000 support agents. Territory changes happen daily. The demand for new applications and changes to the platform is high and they follow an agile development methodology and deliver new releases every two weeks on the platform. What Salesforce.com feature would help the system recover from a maintenance restart on Salesforce.com servers?

Answer: D

Explanation:
Explanation
To help the system recover from a maintenance restart on Salesforce servers, the Salesforce feature that would help is enabling deferred sharing rule recalculation. This feature allows postponing the recalculation of sharing rules until a scheduled time, which can improve performance and avoid locking issues when there are frequent changes to sharing rules or role hierarchy5. Enabling granular locking or parallel sharing rule recalculation will not help, as they are related to improving performance and avoiding locking issues when recalculating sharing rules, not recovering from a maintenance restart. Enabling filter-based opportunity territory assignment will not help, as it is related to assigning opportunities to territories based on criteria, not recovering from a maintenance restart.


NEW QUESTION # 24
An architect from a previous project implemented Platform Shield Encryption for a company. However, based on a recent audit, the company's Privacy Team identified three additional fields in their Account Records (Billing Street, Billing City and Phone) that needs to be secure and protected.
How should an architect proceed with this new policy change?

Answer: B


NEW QUESTION # 25
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