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| Section | Weight | Objectives |
|---|
| Topic 1: Permissions to Standard Objects, Custom Objects, and Fields | 27% | - Access modeling for standard and custom objects - Object-level security
- 1. Profiles and permission sets
- 2. Field-level security
|
| Topic 2: Implications of Security Model Choice | 18% | - Compliance and governance
- 1. Audit and visibility reporting
- 2. Regulatory requirements
- Performance and scalability
- 1. Data skew management
- 2. Sharing recalculation optimization
- Programmatic sharing
- 1. Apex managed sharing
- 2. Sharing reasons and triggers
|
| Topic 3: Access to Records | 39% | - Implicit sharing and record ownership - Role hierarchies - Organization-wide defaults (OWD) - Manual sharing and teams - Sharing rules
- 1. Ownership-based sharing rules
- 2. Criteria-based sharing rules
|
| Topic 4: Access to Other Data | 16% | - Territory management - Experience Cloud and community sharing
- 1. Sharing sets and sharing groups
- External data sources and objects
|
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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q20-Q25):
NEW QUESTION # 20
If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
- A. Create an Criteria Based Sharing Rule that shares to the Corporate Legal Tear Role when the "legal assistance needed?" field is checked.
- B. Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the "legal assistance needed?" field is checked.
- C. Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
Answer: C
Explanation:
Since Cases are private, standard sharing mechanisms like criteria-based sharing rules cannot grant access to a specific user identified in the Legal SME field. Apex Managed Sharing offers the flexibility to programmatically share the record with the identified lawyer whenever the Legal SME field is updated.
* Option A: Criteria-based sharing rules cannot dynamically share records with a specific user in the Legal SME field.
* Option C: Sharing to a Legal Public Group is unnecessary if only one lawyer (not the entire group) needs access.
References:
* Apex Managed Sharing Overview
NEW QUESTION # 21
Universal Containers (UC) has implemented Customer Community with customer community plus license for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.
What can be configured to grant agents access to different distributor accounts?
- A. Use Apex sharing to share distributor accounts with agents using the Account__ Share table.
- B. Create sharing set to share distributor accounts with agents using account contact relationship.
- C. Create sharing rules to share distributor accounts with agents.
- D. Use share group to share distributor accounts with agents who have account contact relationship.
Answer: A
Explanation:
Explanation
Apex sharing is a way to programmatically grant access to records for users or groups of users. Apex sharing can be used to share records with Customer Community Plus users, who are not supported by other declarative sharing options such as sharing sets or sharing rules. Apex sharing uses the Account__Share table to store the sharing information for the Account object. Therefore, the answer A is correct and the other options are incorrect
NEW QUESTION # 22
Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager in the U.S. is complaining that he cannot view account records of the same segment in Canada.
What should UC do to grant access properly?
- A. Create an owner-based sharing rule to grant access to account records, that have the same segment, to all sales manager roles.
- B. Create a public group and include all accounts of the same segment, and then grant access with a permission set.
- C. Change the Role Hierarchy and put all the sales managers in the U.S. and Canada in the same role.
Answer: A
Explanation:
* Role Hierarchy and Sharing Rules:
* Role Hierarchy grants access vertically within a hierarchy but not across different branches of the hierarchy.
* Sharing Rules are required to share records horizontally, such as between segments or regions.
* Why Option A is Correct:
* An owner-based sharing rule can share records owned by users in the same segment to sales managers in other regions.
* Why Others Are Incorrect:
* Option B: Public groups cannot directly address the requirement unless sharing rules or permissions are also configured.
* Option C: Changing the Role Hierarchy to merge U.S. and Canada sales managers undermines hierarchical data access control.
For details, refer to Salesforce Sharing Rules documentation: https://help.salesforce.com/
NEW QUESTION # 23
Dreamforce presenters need to be able to edit their presention details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junction object between Presenter and User.
How can this be accomplished?
- A. Give Edit rights to the Presentation record via a Permission set that is given to the Presenters for a record.
- B. Trigger on Presenter junction object that uses Apex Managed sharing to add or remove access to the related Presentation record.
- C. Trigger on Presenter junction object that adds the user to the Sales Team for the Presentation record.
Answer: B
NEW QUESTION # 24
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.
What should be configured to grant agents access to different distributor accounts?
- A. Create a sharing set to share distributor accounts with agents using account contact relationship.
- B. Use Apex sharing to share distributor accounts with agents using the Account__Share table.
- C. Create sharing rules to share distributor accounts with agents.
Answer: A
Explanation:
* Sharing Sets in Customer Communities:
* Sharing Sets provide a scalable way to grant access to records based on a user's relationship to the record. In this case, the account contact relationship can be used to determine which distributor accounts the part-time agents can access.
* Why Option A is Correct:
* Sharing Sets are ideal for Community Plus licenses, allowing access to related distributor accounts without needing complex customization.
* Agents can access other distributor accounts through their account contact relationship.
* Why Others Are Incorrect:
* Option B (Apex Sharing): Apex Sharing adds unnecessary complexity for this use case when Sharing Sets are sufficient.
* Option C (Sharing Rules): Sharing Rules do not work with the account contact relationship in the context of Community Plus licenses.
For more information, see Salesforce Sharing Sets documentation: https://help.salesforce.com/
NEW QUESTION # 25
......
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