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| Section | Objectives |
|---|
| Organizational Structure and User Management | - Org-wide access settings and user hierarchy
- 1. Role hierarchy and implicit sharing
- 2. Organization-Wide Defaults (OWD)
|
| Record Access Fundamentals | - Core sharing model concepts
- 1. Object-level and field-level security
- 2. Profile and permission set permissions
|
| External User Data Access (Experience Cloud) | - External sharing considerations
- 1. Experience Cloud user access models
- 2. Sharing for external accounts and communities
|
| Record Sharing Mechanisms | - Sharing configuration and automation
- 1. Sharing rules (criteria-based and owner-based)
- 2. Manual sharing and teams
- 3. Apex managed sharing
|
| Content and Collaboration Security | - Secure access to shared content
- 1. Content delivery and access permissions
- 2. Chatter and collaboration visibility controls
|
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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions (Q46-Q51):
NEW QUESTION # 46
Universal Containers (UC) has a custom object to track the internal net promoter score (NPS) for all of its employees. The manager is in the role above the owner and there are no sharing rules on the object.
How should UC ensure that NPS records cannot be accessed by the owner's manager?
- A. Use Apex sharing to remove NPS object share records for Manager profiles.
- B. Remove Create, Read, Edit, and Delete from Manager profiles and permission sets.
- C. Set organization-wide default to Private and uncheck the Access Using Hierarchies option for the NPS object.
Answer: C
NEW QUESTION # 47
An architect from a previous project implemented Platform Shield Encryption for a company. However, based on a recent audit, the company's Privacy Team identified three additional fields in their Account Records (Billing Street, Billing City and Phone) that needs to be secure and protected.
How should an architect proceed with this new policy change?
- A. Use Encryption Policy and wait for an email from Salesforce indicating the field values are encrypted.
- B. Use Classic Encryption to ensure all fields are protected and contact Salesforce for help with encryption verification.
- C. Use Encryption Policy and contact Salesforce to update the existing records so that their field values are encrypted.
Answer: C
NEW QUESTION # 48
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. Only the user who posted the file
- B. the user who posted the file and users with a shared Chatter post link to the file
- C. The user who posted the file and users with access to the record
Answer: C
NEW QUESTION # 49
Universal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?
- A. Use a custom LWC to override the View action of the Case object, and a Custom Metadata Type to define the relevant fields per case type.
- B. Use Dynamic Forms with different field sections representing the relevant fields per case type, and control visibility of sections by Case Record Type value.
- C. Use different Page Layouts per case type, each representing the relevant fields per case type.
Answer: B
NEW QUESTION # 50
Customer complaints for bad interactions with a support agent are logged as cases and assigned to a human resources representative. The support agent should not see these complaint cases, but their manager should.
What should a Platform Sharing and Visibility Architect do to accomplish this?
- A. Remove CRED permissions on Case so the agent cannot read the case record..
- B. Create a trigger on Case to lookup and share to the manager of an Agent Complaint custom field using Apex managed sharing.
- C. Create a criteria-based sharing rule on Case that shares to the Role Manager and above when a custom field Agent Complaint is not blank.
Answer: B
Explanation:
The record must be shared with a dynamically determined user: the manager of the person identified on the Case. A criteria-based sharing rule can evaluate Case fields, but its recipient is a fixed role, group, or other supported target; it cannot resolve a different manager for every record and share only to that person.
Programmatic sharing is therefore the appropriate pattern. A trigger can inspect the Legal SME or complaint- agent field, determine the required manager or specialist, create the corresponding Case share, and remove or replace that share when the relationship changes. Making the subject of the complaint the owner would expose the sensitive Case to exactly the person who must not see it, while removing Case object permission from the entire support-agent population would be far broader than required. The design should keep the Case baseline restrictive and grant access only to the HR owner plus the dynamically determined authorized user.
Study Guide reference: Access to Records - programmatic Case sharing, dynamic recipients, user lookup relationships, sensitive-record isolation, and least privilege.
NEW QUESTION # 51
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