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 |
|---|---|---|
| Implementation Best Practices | 10% | - Recommend appropriate tools and documentation - Follow security best practices for sharing architecture - Plan for sharing model changes in large organizations |
| Record-Level Access Decisions | 18% | - Design sharing rules based on record ownership or criteria - Determine the appropriate OWD settings for objects - Determine when to use territories and partitions - Design role hierarchy based on access requirements |
| Apex Sharing | 10% | - Determine when to use Apex sharing reasons - Design Apex managed sharing solutions - Understand security considerations for Apex sharing |
| Designing Sharing Solutions | 18% | - Design sharing solutions that scale - Design sharing solutions based on business requirements - Design sharing solutions for business-to-business and business-to-consumer scenarios - Determine when to use Account Teams, Opportunity Teams, or manual sharing |
| 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 |
| Sharing Architecture Basics | 8% | - Define the core components of the sharing model - Describe the layers of role hierarchy - Explain the difference between Grant Access Using Hierarchies and manual sharing |
| 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 |
| Object-Level and Field-Level Access | 13% | - Design profiles and permission sets for object and field access - Determine when to use read-only fields versus no edit access - Determine when to use field-level security versus layout assignments |
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location. Which options should be used together to achieve the requirements?
- A. Configure organization-wide defaults of the Account object and create sharing rules.
- B. Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.
- C. Configure Role Hierarchy and create sharing rules.
Correct Answer: C 🗳️
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Universal Containers (UC) sales managers are complaining that they cannot access their teams ' Shipment records (a custom object). Initially, the admin suggested that this is happening due to a misconfigured Role Hierarchy (Shipment organization-wide default is Private). After investigation, they determined the Role Hierarchy for these users is correct. What is the reason why UC sales managers are unable to see shipment records?
- A. The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the admin.
- B. The Ownership-based sharing rule for Shipment was incorrectly disabled by the admin.
- C. The Role Hierarchy implicit sharing was incorrectly disabled by the admin.
Correct Answer: A 🗳️
Explanation: Only visible for Pass4Leader members. You can sign-up / login (it's free).
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 Case teams. No configuration required for the Opportunity object.
- C. Use Account teams and sharing rules to share cases with sales associates. No change required to the Opportunity object.
Correct Answer: A 🗳️
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 different Page Layouts per case type, each representing 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.
Correct Answer: B 🗳️
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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 should have access to ALL retail customers. With the organization- wide default on Account set to Private, how should the architect meet these requirements?
- A. Create a criteria-based sharing rule giving the Retail Sales role access to Accounts of type PersonAccount.
- B. Create an owner-based sharing rule on AccountContactRelation to grant access to all account contact records owned by retail sales reps.
- C. Update the Retail Sales profile to grant access to Person Account record type.
Correct Answer: A 🗳️
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