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| Section | Weight | Objectives |
|---|
| Security and Access | 20% | - Field-Level Security
- 1. Restrict access to specific fields
- Object-Level Security
- 1. Restrict access to specific objects
- Record-Level Security
- 1. Restrict access to specific records
|
| Salesforce Shield and Security | 10% | - Field Audit Trail - Event Monitoring - Platform Encryption
|
| Territory Management | 10% | - Territory Hierarchy - Account Assignment - Territory Rules
|
| Declarative Sharing Features | 23% | - Sharing Rules
- 1. Ownership-based sharing rules
- 2. Criteria-based sharing rules
- 3. Guest user 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
- Queues - Manual Sharing
|
| Sharing Performance and Scalability | 10% | - Sharing Calculation - Group Membership Locks - Skew - Large Data Volumes
|
| Programmatic Sharing | 17% | - Apex Managed Sharing - Share Object manipulation - Implicit Sharing - Sharing Reason
|
| Account and Opportunity Teams | 10% | - Account Teams - Case Teams - Opportunity Teams
|
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Salesforce Certified Sharing and Visibility Architect Sample Questions (Q51-Q56):
NEW QUESTION # 51
Universal Containers (UC) has Affiliates who sell containers in countries where UC does not have a local office. UC has leveraged the Partner Community to manage the sales cycle. One of their affiliates has exponentially grown in the last years and restructured its internal sales team with the following structure:
Sales VP ...> Direct of sales ..> Sales Manager ..> Sales Reps
What is the main problem a Salesforce Architect will face to provide a solution?
- A. Super User does not work in Partner Community
- B. Partner User Roles are limited to three levels.
- C. The Channel manager Role can not be shared with Partner Community.
- D. Partner Community does not support Role Hierarchy.
Answer: A
Explanation:
Explanation
Creating a criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor is the correct solution for this scenario. This will allow all users at a distributor to access delivery records for all customer accounts associated with that distributor. Creating a Sharing set for the Distributor profile will not work, because sharing sets are only available for portal or community users, not internal users. Giving ownership of the delivery record to a distributor user will not work, because it will limit the access to only one user per record. Creating a criteria-based sharing rule that shares delivery records matching the Distributor to user distributor will not work, because it will not share records with other users at the same distributor.
NEW QUESTION # 52
What is the best practice for testing sharing and visibility changes?
- A. Use Administrative and User reports to view the Active Users.
- B. Use the Login As feature for a sample user in each role and profile.
- C. Use Field Audit Trail to audit the field meta-data and visibility.
- D. Use the Sharing button to test Profile and Permission set changes.
Answer: B
Explanation:
Explanation
The best practice for testing sharing and visibility changes is to use the login as feature for a sample user in each role and profile. This allows the tester to see exactly what the user can see and do in the org, and verify that the sharing settings are working as expected. The other options are either not comprehensive or not relevant.
NEW QUESTION # 53
Universal Containers has a Performance Feedback custom object (Private organization-wide default) used by customers to report any issues with delivery drivers. Feedback should not be visible to the driver, but any feedback records should be accessible to people above them in the Role Hierarchy, even when the driver changes managers.
Assuming managers have Read access to the Feedback object, which three steps are necessary to solve these requirements?
- A. Remove Read permission on the Driver profile, have feedback ownership transferred to the driver's manager when feedback Is submitted, and use the Role Hierarchy to give access to a driver's manager.
- B. Remove Read permission on the Driver profile, have feedback ownership transferred to the driver when feedback is submitted, and use the Role Hierarchy to give access to a driver's manager
- C. Remove Read permission on the Driver profile, have feedback ownership transferred to the driver when feedback is submitted, and create an ownership-based sharing rule.
Answer: A
Explanation:
* Step 1: Remove Read permission on the Driver profile for the Feedback object to ensure that drivers cannot see their feedback records. Object-level permissions control whether users can see, edit, or delete records.
* Step 2: Automatically transfer ownership of feedback to the driver's manager upon submission. This ensures that managers own the feedback records, providing a natural ownership hierarchy for data visibility.
* Step 3: Leverage the Role Hierarchy to grant access to the manager's superiors, ensuring that visibility extends appropriately up the organizational structure.
* Why Option B is Correct: It directly aligns with the requirement that managers (not drivers) need access, and feedback visibility should follow the Role Hierarchy even after a driver's manager changes.
* Why Others Are Incorrect:
* Option A: Sharing rules would be redundant in this case since the Role Hierarchy already provides the required access.
* Option C: Allowing drivers to retain ownership conflicts with the requirement that they should not have visibility.
For detailed references, see Salesforce Role Hierarchies and Ownership documentation: https://help.salesforce.
com/
NEW QUESTION # 54
In order to allow community users to collaborate on Opportunities, which license type must the users be given?
- A. Customer Community Plus
- B. Partner Community
- C. Customer Community
Answer: B
NEW QUESTION # 55
Universal Containers has a custom object, Employee Review, with an Organization-Wide Default security setting of Private. A user lookup on the Employee Review object is populated when a reviewer is assigned to perform a review. How can this user be granted edit access to the record if they are not the owner?
- A. Create an Apex trigger to insert an Employee Review Share record with an access level of Edit.
- B. Create a criteria-based sharing rule to share the record with the user in the lookup field.
- C. Create a workflow rule to share the Employee Review record with the user in the lookup field.
- D. The user will be granted access to the record automatically when the user lookup is populated.
Answer: B
NEW QUESTION # 56
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