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

SectionWeightObjectives
Topic 1: Territory Management10%- Territory Hierarchy
- Territory Rules
- Account Assignment
Topic 2: Account and Opportunity Teams10%- Account Teams
- Case Teams
- Opportunity Teams
Topic 3: 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
Topic 4: Salesforce Shield and Security10%- Event Monitoring
- Field Audit Trail
- Platform Encryption
Topic 5: Declarative Sharing Features23%- Sharing Rules
  • 1. Ownership-based sharing rules
  • 2. Criteria-based sharing rules
  • 3. Guest user sharing rules
- Organization-Wide Defaults (OWD)
  • 1. External OWD settings
  • 2. Internal OWD settings
- Role Hierarchy
  • 1. Grant access using hierarchies
- Manual Sharing
- Queues
- Teams (Account, Opportunity, Case)
Topic 6: Programmatic Sharing17%- Share Object manipulation
- Implicit Sharing
- Sharing Reason
- Apex Managed Sharing
Topic 7: Sharing Performance and Scalability10%- Large Data Volumes
- Group Membership Locks
- Skew
- Sharing Calculation

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Salesforce Certified Sharing and Visibility Architect 認定 Sharing-and-Visibility-Architect 試験問題 (Q11-Q16):

質問 # 11
Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP -> Director of Sales -> Sales Manager -> Sales Reps. Sales Reps should not see each others' opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.
What is the main problem an architect should address in this situation?

正解:B

解説:
* Role Hierarchy in Partner Communities:
* Salesforce enforces a three-level limit for partner user roles in Partner Communities: Partner Executive # Partner Manager # Partner User. This limitation can restrict the implementation of deeper role hierarchies.
* Why Option B is Correct:
* The restructuring of the affiliate's internal sales team exceeds the three-level role hierarchy limitation in Partner Communities. This is the main problem that must be addressed.
* Why Others Are Incorrect:
* Option A: The Channel Manager role is not relevant to the structural limitation of roles in Partner Communities.
* Option C: Partner Communities do support role hierarchies, but they are limited to three levels.
For further details, refer to the Salesforce Partner Community Role Hierarchy documentation: https://help.
salesforce.com/


質問 # 12
Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC can see the records in search layout, but when they click to view the detail, only record name, created date, and last modified date are shown. When the system admin accesses it, he or she sees the full record detail with many more data fields.
What is the likely cause of this issue?

正解:C

解説:
Field-level security (FLS) defines which fields a user can view or edit. If a user can see some fields (like Name, Created Date, etc.) but not others, the issue is likely related to FLS settings on the user's profile.
* Option A: Role-based sharing rules control record access, not field access.
* Option B (Correct): The Sales User profile likely lacks FLS access for the fields in question. Adjusting the profile or permission sets to grant visibility to these fields will resolve the issue.
* Option C: Page layouts define which fields are displayed but cannot override field-level security. If the profile lacks FLS access, the fields won't appear regardless of the layout.
:
Field-Level Security Overview


質問 # 13
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?

正解:A

解説:
An Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a 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
An owner-based sharing rule opens access to records owned by certain users. For example, a 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.
An Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a 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 # 14
In order to comply with Regulatory Requirements, Universal Containers must store sensitive customer information on-premise. Universal Containers would like this on-premise information to be accessible from Salesforce. What technology can Universal Containers use to achieve this?

正解:C


質問 # 15
Users at Universal Containers are complaining that a field has disappeared from the Account page after last weekend's deployment. The page layout did not change with this deployment.
How should the admin troubleshoot this issue?

正解:C

解説:
If a field disappears from the Account page, the likely cause is that its visibility has been restricted through Field-Level Security (FLS) or a related profile/permission set update. Using Field Accessibility in Object Manager allows the admin to review and troubleshoot field permissions across profiles.
* Option A: A "Who Sees What" report is used for record visibility, not field visibility.
* Option B: Logging in as a user might help confirm the issue but doesn't provide insights into why the field is missing.
* Option C (Correct): Field Accessibility offers a comprehensive view of field-level security for troubleshooting.
References:
* Field Accessibility


質問 # 16
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