Exam Name: Salesforce Certified Platform Sharing and Visibility Architect
Certification Provider: Salesforce
Corresponding Certification: Architect Exams
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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Object-Level and Field-Level Access | 13% | - Design profiles and permission sets for object and field access - Determine when to use field-level security versus layout assignments - Determine when to use read-only fields versus no edit access |
| Topic 2: Designing Sharing Solutions | 18% | - Design sharing solutions that scale - Determine when to use Account Teams, Opportunity Teams, or manual sharing - Design sharing solutions based on business requirements - Design sharing solutions for business-to-business and business-to-consumer scenarios |
| Topic 3: Sharing Architecture Basics | 8% | - Define the core components of the sharing model - Explain the difference between Grant Access Using Hierarchies and manual sharing - Describe the layers of role hierarchy |
| Topic 4: Communities and Sharing | 13% | - Configure sharing for community users - Design sharing solutions for internal and external users - Determine when to use Customer Community or Partner Community licenses |
| Topic 5: Apex Sharing | 10% | - Understand security considerations for Apex sharing - Determine when to use Apex sharing reasons - Design Apex managed sharing solutions |
| Topic 6: Implementation Best Practices | 10% | - Follow security best practices for sharing architecture - Plan for sharing model changes in large organizations - Recommend appropriate tools and documentation |
| Topic 7: Security and Access Troubleshooting | 10% | - Use the Role Hierarchy report and Sharing Settings audit trail - Identify and resolve common sharing problems - Diagnose sharing access issues using sharing recalculation and debug logs |
| Topic 8: Record-Level Access Decisions | 18% | - Design sharing rules based on record ownership or criteria - Design role hierarchy based on access requirements - Determine when to use territories and partitions - Determine the appropriate OWD settings for objects |
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
Universal Containers (UC) has a mostly Private organization-wide default, as it's a core principle of UC to respect client data privacy, UC has implemented complex processes for granting access to Opportunity dat a. A few key members of the sales reporting team need to always be able to see, but not change, Opportunity data for all opportunities.
What should an architect recommend as an approach to meet these requirements?
- A. Create # permission set that grants the View All Data permission.
- B. Give the View All Data permission to the Sales Reporting profile.
- C. Create a permission set that grants the View All permission for Opportunity.
Correct Answer: C 🗳️
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.
Correct Answer: C 🗳️
Universal Containers (UC) has a team that analyzes customer orders looking for fraud. This team needs access to Invoice records (custom object, Private organization-wide default). UC has complex rules to control users' access. The architect recommended using Apex managed sharing to meet these requirements.
Which recommendation should a developer consider when implementing the changes?
- A. Use runAs system method to test different users accessing these records.
- B. Use "With Sharing" keyword to enforce Field-Level Security.
- C. Use "Without Sharing" keyword to make sure record visibility will be considered.
Correct Answer: A 🗳️
The sales managers at Universal Containers requested their teams to define each user's role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. No access to deals related to the accounts.
The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is Private and no sharing rules are configured on the Account object, how should an architect achieve these requirements?
- A. Use Account teams to define access to accounts as well as opportunities and cases related to accounts.
- B. Use Account teams and sharing rules to share cases with sales associates. No change required to the Opportunity object.
- C. Use Account teams and Case teams. No configuration required for the Opportunity object.
Correct Answer: A 🗳️
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
- A. Granular Locking
- B. Partitioning by Divisions
- C. Skinny Table Indexing
Correct Answer: A 🗳️
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