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

SectionObjectives
Sharing Rules and Manual Sharing- Criteria-based and owner-based sharing rules
- Manual and Apex sharing mechanisms
Sharing Architecture Fundamentals- Salesforce data security model overview
- Record-level security principles
Role Hierarchy and Access- Role hierarchy access inheritance
- Reporting access considerations
Security Design and Best Practices- Designing scalable sharing models
- Performance and maintainability considerations
Organization-Wide Defaults (OWD)- OWD configuration and implications
- Impact on record visibility
Programmatic and Advanced Sharing- Apex managed sharing
- Enterprise Territory Management

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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q11-Q16):

NEW QUESTION # 11
Universal Containers (UC) has a mostly private organization-wide default (OWD), as it is 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: D

Explanation:
Explanation
Creating a Permission Set that grants "View All" permission for Opportunity is the best approach to meet the requirements. This will allow the Sales Reporting team to view all Opportunity records without changing their profile or OWD settings. Creating a Permission Set that grants "View All Data" permission would give them access to all data in the org, which is not necessary. Making Opportunity OWD read-only would affect all users in the org, which may not be desirable. Giving "View All Data" permission to the Sales Reporting Profile would also give them access to all data in the org, which is not necessary


NEW QUESTION # 12
At Universal Containers, users should only see Accounts they or their subordinates own. All Accounts with the custom field "Kay Customer" should be visible to all Senior Account Managers. There is a custom field on the Account record that contains sensitive information and should be hidden from all users, except 3 designated users who require view and edit access. These three users come from different user groups, and will change occasionally. Which three platform security features are required to support these requirements with the minimum amount of effort?
Choose 3 answers

Answer: A,D,E

Explanation:
Explanation
To support the requirements with the minimum amount of effort, three platform security features that are required are criteria-based sharing rules, role hierarchy, and permission sets. Criteria-based sharing rules can be used to share all accounts with the custom field "Kay Customer" to all senior account managers based on a filter condition. Role hierarchy can be used to grant access to accounts that users or their subordinates own based on the ownership and role level. Permission sets can be used to grant view and edit access to the custom field that contains sensitive information to the three designated users, regardless of their user groups or profiles


NEW QUESTION # 13
In order to allow community users to collaborate on Opportunities, which license type must the users be given?

Answer: C

Explanation:
To enable community users to collaborate on Opportunities, they must have access to the Opportunity object, which is included in the Partner Community license. This license type is specifically designed for partners and provides access to features like Opportunities, Campaigns, Leads, and other standard objects required for collaborative sales processes.
* Option A: Customer Community Plus licenses do not grant access to Opportunities, as they are primarily focused on external customer engagement without sales collaboration.
* Option B: Customer Community licenses are limited to basic interactions like viewing and updating cases or accessing content, and they exclude access to Opportunities.
* Option C (Correct): Partner Community licenses include access to Opportunities, making them the appropriate choice for this use case.
References:
* Community Licenses Overview


NEW QUESTION # 14
The sales manager in Japan have asked the sales manager in Australia to assist them with closing their deals.
How are these requirements achieved?

Answer: A

Explanation:
Explanation
Creating an ownership-based sharing rule is the best way to achieve the requirements. Ownership-based sharing rules allow administrators to automatically grant access to records owned by certain users or roles to other users or roles2. This way, the sales manager in Australia can access the deals owned by the sales manager in Japan. Using sharing set, using opportunity teams, and assigning View All on the opportunity object are not options that can achieve the same result.


NEW QUESTION # 15
Universal Containers (UC) tuned off the Customer User Visibility feature inits Customer Community.
What community functionality is expected by having the Customer User Visibility tuned off?

Answer: D


NEW QUESTION # 16
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