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

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

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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q22-Q27):

NEW QUESTION # 22
Universal Containers wants to create a way to store sensitive Invoice Data in Salesforce. A User who owns an Account should not see every Invoice, but only invoices that they or their subordinates own. Which two features should be considered during this solution implementation?
Choose 2 answers.

Answer: B,C

Explanation:
Explanation
To store sensitive invoice data in Salesforce, the architect should consider using a master-detail relationship between accounts and invoices, and setting the organization-wide default sharing for invoices to private. This would ensure that only the owners of the invoices and their subordinates can see them, and that the invoices inherit the sharing settings of the accounts. A workflow that populates the invoice sharing object upon insert is not necessary if the master-detail relationship is used. A lookup relationship between accounts and invoices would not enforce the same level of security and visibility as a master-detail relationship3


NEW QUESTION # 23
The architect at Universal Containers would like to prevent users from editing encrypted fields. Assuming no customizations are implemented, which two options should the Architect choose to support the requirement?
Choose 2 answers

Answer: A,D

Explanation:
Explanation
Validation rules and page layout settings are two options that the architect can use to prevent users from editing encrypted fields, assuming no customizations are implemented. Validation rules can be used to display an error message when a user tries to edit an encrypted field, and page layout settings can be used to make an encrypted field read-only or hidden from the user interface. Apex triggers and workflow rules are not options to prevent users from editing encrypted fields, as they are executed after the user has already modified the field


NEW QUESTION # 24
A junior account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.
What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?

Answer: A

Explanation:
The Opportunity Team feature is the most effective way to collaborate on an opportunity in a private sharing model. By adding the product specialist and solution engineer to the Opportunity Team, the junior account manager can share specific permissions for the opportunity without altering ownership. Additionally, Opportunity Team settings remain intact even if the account ownership changes to a senior manager.
* Option A: Manual sharing is less flexible and requires re-sharing if the account is reassigned.
* Option B: Sharing the account doesn't ensure access to opportunities since sharing is record-specific in a private model.
* Option C (Correct): Opportunity Teams allow role-based collaboration and persistent sharing, ensuring access is unaffected by ownership changes.
:
Opportunity Team Overview


NEW QUESTION # 25
A banking company uses & VIP Flag in the Contact Object that they want only Private Banking Reps to see. Which approach is recommended to meet this requirement?

Answer: A


NEW QUESTION # 26
Universal Containers has a customer that meets criteria for two Enterprise territory Management territories (Portugal and Southern Europe).
What is necessary to assign opportunities to a territory for this account?

Answer: B

Explanation:
Explanation
To assign opportunities to a territory for an account that meets criteria for two Enterprise Territory Management territories, the territory with the highest Territory Type Priority is automatically assigned to the opportunity. This is how Salesforce resolves conflicts when an account matches multiple territories. Creating a criteria-based sharing rule or a Process Builder process will not work, as they do not affect the territory assignment. Creating an Apex class that implements Filter-Based Opportunity Territory Assignment will not work, as it is only applicable for accounts that do not match any territory


NEW QUESTION # 27
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