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Salesforce Plat-Arch-205 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Sharing Architecture Basics8%- Describe the layers of role hierarchy
- Define the core components of the sharing model
- Explain the difference between Grant Access Using Hierarchies and manual sharing
Topic 2: Designing Sharing Solutions18%- Design sharing solutions that scale
- Design sharing solutions for business-to-business and business-to-consumer scenarios
- Design sharing solutions based on business requirements
- Determine when to use Account Teams, Opportunity Teams, or manual sharing
Topic 3: Apex Sharing10%- Design Apex managed sharing solutions
- Determine when to use Apex sharing reasons
- Understand security considerations for Apex sharing
Topic 4: Security and Access Troubleshooting10%- Identify and resolve common sharing problems
- Use the Role Hierarchy report and Sharing Settings audit trail
- Diagnose sharing access issues using sharing recalculation and debug logs
Topic 5: Implementation Best Practices10%- Recommend appropriate tools and documentation
- Follow security best practices for sharing architecture
- Plan for sharing model changes in large organizations
Topic 6: Record-Level Access Decisions18%- Design sharing rules based on record ownership or criteria
- Determine the appropriate OWD settings for objects
- Determine when to use territories and partitions
- Design role hierarchy based on access requirements
Topic 7: Communities and Sharing13%- Design sharing solutions for internal and external users
- Configure sharing for community users
- Determine when to use Customer Community or Partner Community licenses
Topic 8: Object-Level and Field-Level Access13%- Determine when to use read-only fields versus no edit access
- Determine when to use field-level security versus layout assignments
- Design profiles and permission sets for object and field access

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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions (Q15-Q20):

NEW QUESTION # 15
Universal Containers is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each other close deals. They requested a solution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expire automatically 2 weeks after the new fiscal year starts.
Which proposed solution meets the requirements?

Answer: A


NEW QUESTION # 16
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: C

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 # 17
Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities. These list views should only be available to certain executives who specialize in closing problematic deals. What should UC do to solve this requirement?

Answer: C

Explanation:
A public group is the appropriate audience because the executives are selected for a specialist responsibility rather than because they all occupy one role. UC can create a group containing only the executives who handle large at-risk deals and share the relevant list views with that group. Using the role hierarchy could expose the views to executives who share the role but do not perform this specialist function. Direct user-by- user sharing is not the standard scalable list-view pattern; a public group centralizes membership and makes later changes easier to administer. As with all list-view sharing, this controls who can see and select the view definition, not who can see the underlying Opportunity records. Each executive still sees only Opportunities permitted by the normal object and record-security model. Study Guide reference: Access to Other Data - list- view sharing, public groups, specialist audiences, scalable administration, and separation of view visibility from record access.


NEW QUESTION # 18
Universal Containers service reps are assigned to a profile that has View All on the Case object. The organization- wide default (OWD) for the Account and Case objects is Private. To make sure service reps have access to all relevant information (Accounts and Contacts) to attend to customer requests, which detail should a Platform Sharing and Visibility Architect consider?

Answer: A

Explanation:
View All Records is an object-specific sharing override. Granting View All on Case lets the service representative see every Case regardless of the Case OWD, but it does not automatically grant the same access to Account or other related standard objects. Each object still requires its own object permission and record-access path. This is an important distinction from normal implicit sharing: Salesforce does not treat a broad View All grant on the child object as though the user had individually received each child record through ownership or a normal share, so the expected parent access must be evaluated separately. If Contact is Controlled by Parent, Contact visibility depends on the user ' s access to the parent Account. The architect must therefore design Account access explicitly rather than assuming that universal Case visibility cascades through the customer data model. Study Guide reference: Access to Records - View All Records, object- specific sharing overrides, Account/Case relationships, Controlled by Parent, and Private OWD.


NEW QUESTION # 19
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: C


NEW QUESTION # 20
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