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

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

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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q19-Q24):

NEW QUESTION # 19
Universal Containers (UC) service reps are assigned to a profile which 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 an architect consider?

Answer: B


NEW QUESTION # 20
Universal Containers (UC) works with a dealer network to sell their products. There are approximately 5,000 dealers that do business with UC and UC has purchased a Partner Community to interact with each of their dealers on Opportunities. Each dealer is structured so that there are a group of managers who will oversee a larger team of agents. UC would like to set the Organization-Wide Defaults to Private for the Opportunity object, both internally and externally. Within each dealer, there are a few agents called Lead Agents who should be able to see the Opportunities for all of the other Agents at the dealer. What is the optimal solution for an Architect to recommend?

Answer: C


NEW QUESTION # 21
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 # 22
What should a Salesforce architect recommend to make sure that users that gained access to a custom of sharing do not lose access to it when its owner is changed?

Answer: D


NEW QUESTION # 23
Universal Containers has a requirement to share Accounts automatically to the users at a field office. They currently have the following setup in their environment:
* Accounts are set to Private in the Org-Wide Default.
* The field office is specified by a lookup in the Account object.
* There are 400 field offices.
* The users in each field office are managed using public groups.
Based upon a lookup relationship field on the Account, how should the Architect meet this requirement?

Answer: B


NEW QUESTION # 24
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