Salesforce Platform Sharing and Visibility Architect Practice Exam

Salesforce Platform Sharing and Visibility Architect Practice Exam

The Salesforce Platform Sharing and Visibility Architect is responsible for designing and implementing scalable and secure sharing and visibility models across Salesforce environments. This role focuses on ensuring that users have appropriate access to data according to business needs while maintaining data security and performance. The architect works on complex sharing requirements, including role hierarchies, sharing rules, permission sets, profiles, and territory management, ensuring proper data visibility and access control across the Salesforce platform.

Why is Salesforce Platform Sharing and Visibility Architect important?

• Ensures secure data access and visibility across complex organizational structures.
• Designs scalable sharing models that align with business processes and security needs.
• Improves data governance by implementing best practices for sharing and visibility.
• Customizes role hierarchies, profiles, and permission sets to ensure appropriate data access.
• Manages performance impacts of sharing rules and large data volumes.
• Facilitates compliance with data protection regulations through proper data visibility management.
• Integrates sharing models with custom and standard Salesforce features like Territory Management.

Who should take the Salesforce Platform Sharing and Visibility Architect Exam?

• Salesforce Sharing and Visibility Architect
• Salesforce Solution Architect
• Salesforce Technical Architect
• Salesforce Data Architect
• Salesforce Security Architect
• Salesforce Administrator (advanced roles)
• IT Governance and Compliance Manager
• Enterprise Data Architect

Skills Evaluated

Candidates taking the certification exam on the Salesforce Platform Sharing and Visibility Architect is evaluated for the following skills:

• Expertise in configuring Salesforce security and access models, including roles, profiles, permission sets, and sharing rules.
• Ability to design and implement complex data-sharing solutions.
• Knowledge of Salesforce object-level, field-level, and record-level security.
• Proficiency in managing large data volumes and performance optimization in sharing models.
• Understanding of role hierarchy, territory management, and manual sharing.
• Familiarity with regulatory requirements for data security and privacy.
• Ability to troubleshoot and optimize data sharing models to ensure performance and compliance.

Salesforce Platform Sharing and Visibility Architect Certification Course Outline
The Salesforce Platform Sharing and Visibility Architect Certification covers the following topics -

1. Permissions to Standard Objects, Custom Objects, and Fields: 27%

• Given a scenario, recommend the right level of object permissions needed to provide the appropriate access to a set of users.

• Given a scenario, recommend the correct level of field permissions needed to provide the appropriate access to a set of users.

• Given a scenario, recommend the appropriate mechanism to hide data at the user interface level.

• Given a scenario, determine the appropriate access controls to protect sensitive data (for example, PCI, PII, or HIPAA).

• Given a scenario, recommend the appropriate programmatic solution to ensure security settings are enforced.

2. Access to Records: 39%

• Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records.

• Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements.

• Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements.

• Given a set of conditions, determine how groups can support the record access requirements.

• Given a set of conditions, determine how teams can support the record access requirements.

• Given a set of conditions, determine the correct object relationships that support record access sharing requirements.

• Given a set of conditions, determine how programmatic sharing supports the record access requirements.

• Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.

• Given a set of conditions, determine how record access overrides support the record access requirements.

3. Access to Other Data: 16%

• Given a scenario, determine the appropriate access control needed to grant access to data that is not standard or custom objects.

4. Implications of Security Model Choice: 18%

• Given a scenario, determine the scalability implications of the sharing solution.

• Given a set of conditions, determine the license limitations that will impact the intended sharing solution.

• Given a set of conditions, determine how to test the sharing model.