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| Section | Weight | Objectives |
|---|
| Security and Access | 20% | - Record-Level Security
- 1. Restrict access to specific records
- Object-Level Security
- 1. Restrict access to specific objects
- Field-Level Security
- 1. Restrict access to specific fields
|
| Declarative Sharing Features | 23% | - Queues - Sharing Rules
- 1. Guest user sharing rules
- 2. Criteria-based sharing rules
- 3. Ownership-based sharing rules
- Role Hierarchy
- 1. Grant access using hierarchies
- Teams (Account, Opportunity, Case) - Organization-Wide Defaults (OWD)
- 1. External OWD settings
- 2. Internal OWD settings
- Manual Sharing
|
| Account and Opportunity Teams | 10% | - Opportunity Teams - Account Teams - Case Teams
|
| Salesforce Shield and Security | 10% | - Field Audit Trail - Event Monitoring - Platform Encryption
|
| Sharing Performance and Scalability | 10% | - Large Data Volumes - Group Membership Locks - Sharing Calculation - Skew
|
| Programmatic Sharing | 17% | - Sharing Reason - Share Object manipulation - Implicit Sharing - Apex Managed Sharing
|
| Territory Management | 10% | - Account Assignment - Territory Rules - Territory Hierarchy
|
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Salesforce Sharing-and-Visibility-Architect Valid Test Review | Certificate Sharing-and-Visibility-Architect Exam
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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q31-Q36):
NEW QUESTION # 31
Which two options provide implicit record access to users? Choose 2 answers
- A. Access to child opportunities for the owner of the parent account
- B. Read-only access to parent account for a user with access to a child case
- C. Read-only access to parent account for a user, based on a criteria-based sharing rule
- D. Access to related leads for the owner of the parent campaign
Answer: A,B
Explanation:
Explanation
According to this source, users with access to a child case have read-only access to the parent account by default, and owners of a parent account have access to child opportunities by default. The other options are not implicit record access mechanisms.
NEW QUESTION # 32
Universal Containers has set Opportunity Sharing to Private with Opportunity Teams enabled. Which three options can change the Owner of the Opportunity?
Choose 3 answers.
- A. The user specified as the Manager on the Owner's User Profile.
- B. The current Opportunity Owner can transfer the current ownership.
- C. Any Opportunity Team Member on the current Opportunity.
- D. The System Administrator or a user with the "Transfer Records" permission.
- E. Someone above the Opportunity Owner in the Role Hierarchy.
Answer: B,D,E
Explanation:
Explanation
The three options that can change the owner of the opportunity are B, C, and E. The current opportunity owner can transfer the ownership to another user by editing the record or using the change owner button. The system administrator or a user with the "Transfer Records" permission can also change the owner of any record, regardless of the sharing settings. Someone above the opportunity owner in the role hierarchy can also change the owner, as they have full access to the records owned by users below them in the hierarchy. The other options are either incorrect or not possible.
NEW QUESTION # 33
A user posts a file to the Chatter feed for a record of an object that has a Private organization-wide default.
Which statement accurately describes who can view the file by default?
- A. The user who posted the file and users with access to the record
- B. the user who posted the file and users with a shared Chatter post link to the file
- C. Only the user who posted the file
Answer: A
Explanation:
* File Visibility on Chatter:
* When a file is posted to a Chatter feed, its visibility is tied to the sharing settings of the associated record.
* For objects with a Private OWD, only users with access to the record can view the file.
* Why Option C is Correct:
* The file is visible to the user who posted it and any users who have access to the related record due to sharing rules or Role Hierarchy.
* Why Others Are Incorrect:
* Option A: Users with a shared link to the file cannot view it unless they also have access to the record.
* Option B: Other users with record access can view the file, so it is not limited to the user who posted it.
For more information, see Salesforce documentation on Chatter File Visibility: https://help.salesforce.com/
NEW QUESTION # 34
Universal Containers has expanded to sell virtual containers for data storage. Virtual container work orders are provisioned immediately by the system and therefore cannot be changed by a sales representative. What is an optimal approach to implement these requirements?
- A. Implement a sharing rule that changes access for all Work Order to Read.
- B. Remove the Work Order Edit permission from the sales representative Profile.
- C. Change the record type/page layout assignment for Work Order to be Read Only.
- D. Remove the edit button from the work order page layout.
Answer: B
NEW QUESTION # 35
Universal Containers is planning to pilot a new application to a small set of sales reps.
What is the optimal way to grant only those sales reps access to the new functionality, while hiding the legacy functionality?
- A. Create a permission set to grant access to the new functionality and hide the old functionality.
- B. Clone the Sales Rep profile, adjust settings, and assign the pilot users the new profile.
- C. Revoke access to legacy functions in the Sales Rep profile and create a permission set for the new functionality.
Answer: B
Explanation:
When piloting a new application for a subset of users, the best practice is to clone the existing profile and adjust settings specific to the pilot users. This ensures a clean separation of permissions, while maintaining the ability to grant or revoke access as needed.
* Why Cloning and Adjusting Profiles is Optimal:
* Granular Control: Cloning the Sales Rep profile allows administrators to tailor the access permissions without disrupting the existing permissions for other users.
* Separation of Access: Profiles define baseline access settings, so by creating a new profile, you can hide legacy functionality while enabling access to the pilot application for specific users.
* Simplicity for Administration: Profiles provide a structured way to enforce changes for a defined group of users without introducing overlap or unintended access conflicts.
* Why the Other Options Are Less Suitable:
* Option B (Revoke access in Sales Rep profile and use permission sets):
* Revoking legacy access in the Sales Rep profile impacts all users assigned to that profile, not just the pilot users. This is not suitable when only a subset of users requires changes.
* Permission sets are additive, so they cannot effectively "hide" legacy functionality.
* Option C (Use a permission set for both access and hiding):
* Permission sets are designed to extend access, not revoke or hide functionality.
* Hiding legacy functionality through profiles is more reliable since profiles control baseline access.
Study Guide References:
* Salesforce Sharing and Visibility Architect Study Guide 2023 by SaaS Guru: Emphasizes the use of profile cloning for controlled and scalable access management during pilots or testing.
* Sharing and Visibility Designer Study Guide by Salesforce Chris: Highlights that profiles are ideal for defining baseline permissions, while permission sets are supplementary for additive access.
Relevant Salesforce Documentation:
* https://help.salesforce.com/s/articleView?id=sf.admin_profiles.htm
* https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm
NEW QUESTION # 36
......
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