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Salesforce Sharing-and-Visibility-Architect Exam Syllabus Topics:
| Section | Objectives |
|---|
| Role Hierarchy and Access | - Reporting access considerations - Role hierarchy access inheritance
|
| Organization-Wide Defaults (OWD) | - Impact on record visibility - OWD configuration and implications
|
| Programmatic and Advanced Sharing | - Apex managed sharing - Enterprise Territory Management
|
| Sharing Architecture Fundamentals | - Salesforce data security model overview - Record-level security principles
|
| Security Design and Best Practices | - Performance and maintainability considerations - Designing scalable sharing models
|
| Sharing Rules and Manual Sharing | - Criteria-based and owner-based sharing rules - Manual and Apex sharing mechanisms
|
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Salesforce Certified Sharing and Visibility Architect 認定 Sharing-and-Visibility-Architect 試験問題 (Q46-Q51):
質問 # 46
Besides their own team accounts, sales managers at Universal Containers need to have 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 US is complaining that he cannot view account records of the same segment in Canad a. What should be done to grant access in a proper way?
- A. Create a public group and include all accounts of the same segment and grant access through a permission set.
- B. Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a
- C. Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
- D. Change the role hierarchy and put all of the sales managers in the US and Canada in the same role.
- E. Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
正解:E
解説:
company's sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing.
https://help.salesforce.com/articleView?id=security_sharing_rule_types.htm&type=5
質問 # 47
Universal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?
- A. Use Dynamic Forms with different field sections representing the relevant fields per case type, and control visibility of sections by Case Record Type value.
- B. Use a custom LWC to override the View action of the Case object, and a Custom Metadata Type to define the relevant fields per case type.
- C. Use different Page Layouts per case type, each representing the relevant fields per case type.
正解:A
質問 # 48
Universal Containers (UC) has a mostly Private organization-wide default, 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?
- A. Create a permission set that grants the View All permission for Opportunity.
- B. Give the View All Data permission to the Sales Reporting profile.
- C. Create & permission set that grants the View All Data permission.
正解:A
解説:
Explanation
Creating a permission set that grants the View All permission for Opportunity is the best approach to meet these requirements, as it will allow the sales reporting team members to view all opportunity records without modifying their profiles. Creating a permission set that grants the View All Data permission will work, but it will also grant access to all other objects, which may not be necessary or secure. Giving the View All Data permission to the Sales Reporting profile will work, but it will also affect all users with that profile, which may not be desired.
質問 # 49
Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give more visibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?
- A. Create an ownership based sharing rule.
- B. Give Super User permission to the individual partner manager users.
- C. Create sharing sets.
正解:B
解説:
* Super User Permission: In Salesforce, the "Super User" permission allows partner community users in specific roles (such as Partner Managers) to access records owned by or shared with users within their partner account. This is an effective and scalable solution for giving partner manager users access to all case and container records for users at the same distributor.
* Why Option B is Correct: Granting Super User permissions is straightforward, scalable, and avoids complex configurations such as ownership-based sharing rules or sharing sets.
* Why Others Are Incorrect:
* Option A: Ownership-based sharing rules are not ideal because they do not accommodate scalability and flexibility across multiple distributors.
* Option C: Sharing sets provide access based on the account relationship, but they are limited in scope compared to the flexibility provided by Super User permissions.
For detailed information on Super User permissions, refer to the Salesforce documentation on Partner Communities: https://help.salesforce.com/
質問 # 50
Universal containers (UC) service reps are assigned to a profile which has ''View All'' in Case object..
To make sure service reps have access to all relevant information to attend to customer requests, which Architect consider?
Choose 2 answers
- A. Service reps will NOT able to access to Contact records because Account OWD is private
- B. Service reps will NOT able to access to Contact records if they are controlled by Parent.
- C. Service reps will be able to access to Contact records if they are Controlled by Parent.
- D. Service reps will be able to access to Contact records due to Implicit Sharing.
正解:C
質問 # 51
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