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

SectionWeightObjectives
Topic 1: Access to Records39%- Manual sharing and teams
- Sharing rules
  • 1. Criteria-based sharing rules
  • 2. Ownership-based sharing rules
- Role hierarchies
- Implicit sharing and record ownership
- Organization-wide defaults (OWD)
Topic 2: Permissions to Standard Objects, Custom Objects, and Fields27%- Object-level security
  • 1. Profiles and permission sets
  • 2. Field-level security
- Access modeling for standard and custom objects
Topic 3: Implications of Security Model Choice18%- Programmatic sharing
  • 1. Sharing reasons and triggers
  • 2. Apex managed sharing
- Compliance and governance
  • 1. Audit and visibility reporting
  • 2. Regulatory requirements
- Performance and scalability
  • 1. Data skew management
  • 2. Sharing recalculation optimization
Topic 4: Access to Other Data16%- External data sources and objects
- Experience Cloud and community sharing
  • 1. Sharing sets and sharing groups
- Territory management

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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q39-Q44):

NEW QUESTION # 39
Sales managers at Universal Containers (UC) have requested viewing customer invoices in Salesforce .. system. The architect at UC decided to surface the customer invoices in Salesforce using external objects a..
Configured an external object called Invoice.
Created a lookup relationship between account and the invoice
How can the architect grant the sales managers access to the customer invoices data?

Answer: A


NEW QUESTION # 40
A banking company uses a VIP Flag in the Contact Object that they want only Private Banking Reps to see.
Which approach is recommended to meet this requirement?

Answer: C

Explanation:
Field-Level Security (FLS) is the most secure and efficient method to restrict visibility of sensitive fields like the VIP Flag to specific user groups or profiles. FLS is applied at the field level, ensuring that users who lack permission cannot view, edit, or access the field, regardless of the sharing or page layout configurations.
* Option A: Changing the field type to a picklist and using record types unnecessarily complicates the solution. Record types are typically used for different business processes, not for field-level security.
* Option B: Using page layouts restricts visibility on the UI but doesn't secure the field from API or report-level access. Users with access to the object could still retrieve the field's data.
* Option C: Setting FLS ensures that the field is hidden everywhere it appears (e.g., UI, reports, APIs) for all profiles except the Private Banking Rep Profile. This is the most effective and Salesforce- recommended method for sensitive data control.
:
Field-Level Security Overview
Best Practices for Securing Sensitive Data


NEW QUESTION # 41
Universal Containers (UC) implemented Sales Cloud and requested that sales agents have access to products the company sells and be able to create opportunities for its customers.
What should the Organization-Wide Defaults (OWD) be for pricebook?

Answer: D

Explanation:
Explanation
The OWD for pricebook should be set to Use, which means that users can only view and use price books that are shared with them. This way, sales agents can have access to products and create opportunities for their customers. Option A is incorrect, since Public Read Only would give access to all price books to all users.
Option B is incorrect, since Public Read Write would give access and edit rights to all price books to all users.
Option C is incorrect, since View is not a valid OWD setting for pricebook.


NEW QUESTION # 42
Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.
How is this accomplished?

Answer: C


NEW QUESTION # 43
Users at Universal Containers are complaining that a field has disappeared from the Account page after deploying its latest project. The page layout has not changes with this deployment.
How should the admin troubleshoot this issue?

Answer: A

Explanation:
Explanation
The best way to troubleshoot this issue is to view Field Accessibility in the Object Manager. This will allow the admin to see how the field-level security settings affect the visibility of the field for different profiles and record types. The other options are not helpful, because:
Reviewing changes to Account record types will not show why a field has disappeared from the Account page, unless the field is dependent on a record type that has been deactivated or modified.
Logging in as user and checking several Accounts will not isolate the problem records, because the issue is related to field visibility, not record access.
Running a Who Sees What report will not help, because this report only shows how sharing settings affect record access, not field visibility.


NEW QUESTION # 44
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