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| Section | Weight | Objectives |
|---|
| Sharing Performance and Scalability | 10% | - Skew - Large Data Volumes - Sharing Calculation - Group Membership Locks
|
| Programmatic Sharing | 17% | - Share Object manipulation - Apex Managed Sharing - Implicit Sharing - Sharing Reason
|
| Territory Management | 10% | - Territory Rules - Account Assignment - Territory Hierarchy
|
| Salesforce Shield and Security | 10% | - Field Audit Trail - Platform Encryption - Event Monitoring
|
| Declarative Sharing Features | 23% | - Teams (Account, Opportunity, Case) - Queues - Role Hierarchy
- 1. Grant access using hierarchies
- Manual Sharing - Sharing Rules
- 1. Ownership-based sharing rules
- 2. Guest user sharing rules
- 3. Criteria-based sharing rules
- Organization-Wide Defaults (OWD)
- 1. Internal OWD settings
- 2. External OWD settings
|
| 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
|
| Account and Opportunity Teams | 10% | - Opportunity Teams - Case Teams - Account Teams
|
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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q73-Q78):
NEW QUESTION # 73
Universal Container has a set of Account management users that should only see accounts once the account becomes a customer. The type field on the Account identifies whether the account is a prospect, customer, partner, or other. Which two methods could an Architect use to enable this sharing requirement, assuming a private sharing model for accounts? Choose two:
- A. Create an account sharing rule that shares all accounts owned by sales to be shared with account management roles and subordinates
- B. Institute a business process that calls for the account manager to be added to the account team once the account becomes a customer
- C. Create a criteria-based sharing rule that shares the account to the account management group when the type is customer
- D. Create a public list view, where accounts of type customer are included and share the list view with account management public group
Answer: B,C
Explanation:
Explanation
Instituting a business process that calls for the account manager to be added to the account team once the account becomes a customer, and creating a criteria-based sharing rule that shares the account to the account management group when the type is customer are two methods that could be used to enable this sharing requirement, assuming a private sharing model for accounts. These methods would ensure that only accounts with type customer are shared with the account management users, and only when they are involved in the account team. Creating a public list view, where accounts of type customer are included and share the list view with account management public group is not a method to enable sharing, as it only filters the records that are already visible to the users, not grant access to new ones. Creating an account sharing rule that shares all accounts owned by sales to be shared with account management roles and subordinates is not a method to enable this sharing requirement, as it would share all accounts regardless of their type
NEW QUESTION # 74
Sales executives at Universal Containers (SC) want to create list views to filter opportunities for large at-risk Opportunities. These list views should only be available to certain executives that specialize in closing problematic deals. How can UC solve this requirement?
- A. Share the List Views with the appropriate Queue.
- B. Share the List Views with the appropriate Role in the Role Hierarchy.
- C. Share the List Views with the appropriate individual users.
- D. Share the List Views with the appropriate Public Group.
Answer: D
NEW QUESTION # 75
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. Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a
- B. Create an owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
- C. Change the role hierarchy and put all of the sales managers in the US and Canada in the same role.
- D. Create criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
- E. Create a public group and include all accounts of the same segment and grant access through a permission set.
Answer: B
Explanation:
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
NEW QUESTION # 76
Universal Containers uses person accounts to represent retail customers and business accounts to represent commercial customers. The Retail Sales team should not have access to commercial customers but have access to ALL retail customers.
With organization-wide default on Account set to Private, how might the architect meet these requirements?
- A. Create a criteria-based sharing rule giving Retail Sales role access to Accounts of type PersonAccount.
- B. Give View All access for Accounts to the Retail Sales profile.
- C. Update Retail Sales profile to grant access to Person Account record type.
- D. Create an owner-based sharing rule on AccountContactRelation to grant access to at account contact roles records owned by sales reps.
Answer: A
NEW QUESTION # 77
Sales reps at Universal Containers sometimes create large files as a part of the sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be password-protected.
How can this be accomplished?
- A. Utilize an AppExchange product for delivering password protected files to customers
- B. Set up an Experience Cloud site for customers to access files and share the file with customers via Chatter. Customers can then log in ta the site to access the content.
- C. Create a content delivery; during creation, the user should select the option to require 3 password to access content.
Answer: C
NEW QUESTION # 78
......
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