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Salesforce Sharing-and-Visibility-Architect Exam Overview:
Detail | Information |
---|---|
Exam Cost | $400 USD |
Total Time | 105 minutes |
Available Languages | English, Japanese |
Passing Marks | 65% |
Exam Format | Multiple Choice |
Exam Type | Proctored |
Prerequisites | Salesforce Certified Application Architect or Salesforce Certified System Architect |
Salesforce Certified Sharing and Visibility Architect Exam Topics Breakdown
Exam Topic | Percentage (%) |
---|---|
1. Designing Access Management | 20% |
- Evaluate Record Ownership and Access | 8% |
- Design Record Access | 8% |
- Designing Complex Sharing Models | 4% |
2. Designing Record Types and Special Fields | 20% |
- Designing Record Types | 8% |
- Designing Special Fields | 8% |
- Designing Advanced Formula Fields | 4% |
3. Designing Field Dependencies and Validation Rules | 20% |
- Designing Field Dependencies | 8% |
- Designing Advanced Validation Rules | 8% |
- Designing Advanced Formulas and Rollup Summary Fields | 4% |
4. Designing Audit and Monitoring Strategies | 15% |
- Designing Monitoring Strategies | 8% |
- Designing Audit Strategies | 7% |
5. Designing for Complex Sharing Scenarios | 25% |
- Designing for Person Account Scenarios | 10% |
- Designing for Account and Opportunity Sharing | 8% |
- Designing for High Volume Portal Users | 7% |
Frequently Asked Questions
Question # 1
What is the security vulnerability in the following code snippet? <apex:form><apex:commandButtonrerender="outputIt" value="Update It"/> <apex:inputTextvalue="{!myTextField}"/> <apex:form> <apex:outputPanel id="outputIt"> Value of myTextfield is <apex:outputText Value="{!myTextField}" escape="false"/> <apex:outputPanel>
A. SOQL Injection
B. Arbitrary Redirects
C. Cross-Site Scripting
D. Access Control
Question # 2
Universal Containers has the following requirements: A custom Loan object requires Org-Wide Defaults set to Private. The owner of the Loan record will be the Loan OriginationOfficer. The Loan record must be shared with a specific Underwriter on a loan-by-loanbasis. The Underwriters should only see the Loan records for which they are assigned.What should the Architect recommend to meet these requirements?
A. Use criteria-based sharing rules to share the Loan object with the Underwriter basedupon the criteria defined in the criteria-based sharing
B. Create a lookup relationship from the Loan object to the User object. Use a trigger onthe Loan object to create the corresponding record in the Loan share object
C. Create a master-detail relationship from the Loan to the User object. Loan records willbe automatically shared with the Underwriter
D. Create an Apex Sharing Reason on the Loan object that shares the Loan with theUnderwriter based upon the criteria defined in the Sharing Reason
Question # 3
Universal Containers would like to track defects within Salesforce. A defect needs to havethe following fields:• Severity• Type• Status• DescriptionThere will be multiple Defects related to the standard Case object. Defects will be assignedto different owners which will often be different to the Case owner. Which option should theArchitect choose to meet the requirement?
A. Create a relationship between the standard defect object and the standard case object.
B. Create a custom object for defects and relate it to cases using lookup
C. Create all defect fields on the case object to track the defect and lookup.
D. Create a custom object for defects and relate it to cases using master –detail
Question # 4
Partner users can access records belonging to users in their account at their same role orlower in the role hierarchy, for Cases, Leads, Opportunities and Custom Objects. Which ofthe following access has to be given?
A. Super user permission
Question # 5
A user posts a file to the Chatter feed for a record of an object that has a Privateorganization-wide default.Which statement accurately describes who can view the file by default?
A. The user who posted the file and users with a shared chatter post link to the file
B. The user who posted the file and users with access to the record
C. Only the user who posted the file
Question # 6
Universal Containers (UC) has a mostly Private organization-wide default, as it Is a coreprinciple of UC to respect client data privacy. UC has implemented complex processes forgranting access to Opportunity data. A few key members of the sales reporting team needto 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 a permission set that grants the View All permission for Opportunity.
B. Create & permission set that grants the View All Data permission.
C. Give the View All Data permission to the Sales Reporting profile.
Question # 7
Universal Containers has a Performance Feedback custom object (Private organizationwidedefault) used by customers to report any Issues with delivery drivers. Feedbackshould not be visible to the driver, but any feedback records should be accessible to peopleabove them in the RoleHierarchy, even when the driver changes managers. Assuming managers have Readaccess to the Feedback object, which three steps are necessaryto solve these requirements?
A. Remove Read permission on the Driver profile, have feedback ownership transferred tothe driver's manager when feedback Is submitted, and use the Role Hierarchy to giveaccess to a driver's manager.
B. Remove Read permission on the Driver profile, have feedback ownership transferred tothe driver when feedback is submitted, and use the Role Hierarchy to give access to 4driver's manager.
C. Remove Read permission on the Driver profile, have feedback ownership transferred tothe driver when feedback is submitted, and create an ownership-based sharing rule,
Question # 8
Which option can be selected to share data when creating a sharing rule?
A. Users
B. Profiles
C. Roles
Question # 9
Who can view a PDF that is uploaded to the Files Home private library by 8 user?
A. The user and users with View All Data permission.
B. The user and users above him/her in the Role Hierarchy.
C. Only the user.
Question # 10
…From customers on company Issued desktops and uses case object to track customer issues and grievances. The company would like to capture images of customer site captured by field consultants while they are editing the case record during customer site visit. The Director of IT wants to minimize customization and promote reusability of code artifacts wherever possible, what recommendations should an architect give to the company to implement the image capture requirement, while ensuring customer that the service rep can continue to use same lightning pages they were trained to use?
A. So Use Lightning Component as an override for "Edit" action on lightning experience
allowing image capture feature. Detect the form factor of the device and redirect the user to
the default not overridden view.
B. Create 4 separate button “Edit in Mobile", which opens & custom lightning component
that will allow field consultants to add an image. No change required for desktop users.
C. Use Lightning Component as an override for "Edit'' action on mobile view allowing image capture feature. No Change required for desktop users.
Question # 11
Universal Containers (UC) has a mostly Private organization-wide default, as it Is a core principle of UC to respect client data privacy. UC has implemented complex processes for granting access to Opportunity data. 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 a permission set that grants the View All permission for Opportunity.
B. Create & permission set that grants the View All Data permission.
C. Give the View All Data permission to the Sales Reporting profile.
Question # 12
A company intends bring work from anywhere culture in a bid to improve productivity. Their sellers use wide variety of devices with different form factors. The company currently uses one page layout to display opportunity record details to the sellers. The Regional Vice President of Seles is complaining about incorrect alignment of data in opportunity records, making it difficult for some sellers. Which steps are recommended to rectify this?
A. Use a visualforce override for Opportunity view action, identify the form factor onLoad
action and display relevant layouts based on form factors,
B. Use Dynamic Form to define different field sections applicable for different form factors of devices.
C. Use a custom LWC override for Opportunity view action, identify form factor onLoad action and display relevant layouts based on form factors.
Question # 13
Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and salts managers’ report to the VP of Sates. Sales operations currently spends a few hours each month updating users mat should have access to edit reports and dashboards in these folders. How should UC grant access to sales managers to automate access to these Public Reports and Dashboard folder?C
A. Share the folders with the Sales Managers profile.
B. Share the folders with a "Sales Managers" Public Group.
C. Share the folders with the lowest rates in the Role Hierarchy; superiors will get access automatically.
Question # 14
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 end protected. How should an architect proceed with this new policy change?
A. Use Encryption Policy and contact Salesforce to update the existing records so that their
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 wait for an email from Salesforce indicating the field values are encrypted.
Question # 15
If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case. Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
A. Create an Criteria Based Sharing Rule that shares to the Corporate Legal Team Role
when the ‘’legal assistance needed? Field is checked.
B. Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
C. Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the ‘’legal assistance needed?’’ field is checked.
Question # 16
Universal Containers uses Standard WorkOrder object to track various work orders sent to field agents. Currently, the WorkOrder object has more than 400 fields. There are eight different types of work order processes established. The Director of Customer Service wants to ensure that field agents gets to see only required information specific to the WorkOrder type they are addressing. Which option is recommended to implement this requirement?
A. Use a custom LWC to override the view action of WorkOrder with custom metadata type
defining relevant fields per WorkOrder type
B. Use different page layouts per work order type with different sections representing key information about the specific work order type.
C. Use Dynamic form to add different page sections and control visibility of sections by Work Order RecordType value,
Question # 17
Universal Containers has the following requirements: A custom Loan object requires OrgWide Defaults set to Private. The owner of the Loan record will be the Loan Origination Officer. The Loan record must be shared with a specific Underwriter on a loan-by-loan basis. The Underwriters should only see the Loan records for which they are assigned. What should the Architect recommend to meet these requirements?
A. Use criteria-based sharing rules to share the Loan object with the Underwriter based
upon the criteria defined in the criteria-based sharing
B. Create a lookup relationship from the Loan object to the User object. Use a trigger on the Loan object to create the corresponding record in the Loan share object
C. Create a master-detail relationship from the Loan to the User object. Loan records will be automatically shared with the Underwriter
D. Create an Apex Sharing Reason on the Loan object that shares the Loan with the Underwriter based upon the criteria defined in the Sharing Reason
Question # 18
Universal Containers created a public group with certain sales engineers to help on complex deals, as well as a sharing rule to grant access to these opportunities. The Opportunity organization-wide default is Private, What is the impact of these sharing settings?
A. Other sales engineers who are in the same Role Hierarchy as the sales engineers of the
public group will also have access to these records.
B. Sales engineers and their managers in the Role Hierarchy will also have access to these records.
C. Subordinates of managers who have sales engineers in the public group will also have access to these records.
Question # 19
Sales Reps at Universal Containers sometimes create large files as a part of the Sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be protected by a password. How can this be accomplished?
A. Set up an experience cloud site for customers to access files. Share the file with
customers via chatter. Customers can then log into the site to access the content.
B. Sales reps can create a content delivery. During creation, the user should select the option to require a password to access content.
C. Utilize an AppExchange product for delivering password-protected files to their customers,
Question # 20
The Architect notices that there are many duplicate Account records and numerous sharing rules created in Salesforce. What would be the reason?
A. The Organization-Wide Default for the Account object is Private.
B. The Organization-Wide Default for the Account object is Public Read/Write.
C. The Organization-Wide Default for the Account object is Public Read-Only.
D. The Object permissions for the Account object are Create, Read, and Edit.
Question # 21
Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies. How should UC hide list views that are not relevant to an individual user since there will be more than 50 list views?
A. Share the list views with the appropriate role and internal subordinates.
B. Share the list views with the appropriate queue.
C. Share the list views with the appropriate individual users.
Question # 22
A sales rep at Universal Containers was added to an opportunity team with Read/Write permissions. Which action is she allowed to perform in the opportunity?
A. Add/remove members in the opportunity team.
B. Replace opportunity owner.
C. Update opportunity stage.
Question # 23
A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps. Which approach is recommended to meet this requirement?
A. Create a Validation rule in the Data of Birth field so the rule returns true only when
user.profilename matches Customer Support Rep.
B. Set the Fled Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth Field Visible and Read-only to Banking Rep profile.
C. Add Date of Birth field to the Search layout of the Contact Object. Modify the Page layout assigned to Customer Support Rep and add Date of Birth field as Required.
Question # 24
Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganize the roles and reassign account owners. Which feature should an architect recommend to avoid problems with this operation?
A. Skinny table
B. Partition data using Divisions
C. Deferred Sharing Recalculation
Question # 25
Universal Containers would like to store an encryption key within Salesforce for use in Apex Code, but does not want users to be able to see this confidential key. Users require the view setup permission. How can Universal Containers securely store the confidential key?
A. Create a protected custom metadata type that stores the encryption key. Package the
protected custom metadata type with its associated records in a managed package. Install
the package in the production org.
B. Create 4 protected custom metadata type that stores the encryption key. Package the protected custom metadata type with its associated records in an unlocked package. Install the package In the production org.
C. Create 6 custom metadata type that stores the encryption key. Make sure that only the admin profile has access to the custom metadata type $0 that end users cannot access the encryption key.
Question # 26
Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also only edited/reassigned by the lead owner. What organization-wide default (OWD) approach should be recommended to help UC implement these requirements?
A. Implement a Public Read Only OWD on Lead.
B. Implement a Public Read Only/Transfer OWD on Lead
C. Implement a private OWD on Lead.
D. Implement a Public Read/Write OWD on Lead.
Question # 27
A sales coach at Universal Containers wants to create and share report folder with other sales coaches, Which two permissions are required to accomplish this?
A. Manage Reports in Public Folders and edit My Reports.
B. Create and customize Reports and Report Folders.
C. Create Report Folders and manage Reports in Public Folders.
Question # 28
Universal Containers requested to leverage Lightning Web Components (LWC) to improve support reps’ user experience. LWC will be used as view layer, and Apex classes will have the business logic. Which attention points should the development team consider when implementing this solution?
A. Once that Apex runs on system mode, the development team needs to enforce record
visibility
B. Create test classes including runAs test different users accessing the data,
C. Use isShareable, isEditable, and isCreatable to enforce field permissions.
Question # 29
Which method should be used to grant access to an unrelated group of users?
A. Public Groups
B. Sharing Sets
C. Role Hierarchy
Question # 30
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 an owner-based sharing rule on AccountContactRelation to grant a@coess to all
account contact roles records owned by retail sales reps.
B. Update the Retall Sales profile to grant access to Person Account record type.
C. Create o criteria-based sharing rule giving the Retail Sales role access to Accounts of type PersonAccount.
Question # 31
Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure; Sales VP —> Director of Sales —> Sales Manager —> Sales Reps. Sales Reps should not see each others’ opportunities, and visibility of deals should open up within e Sales Rep's hierarchy. What is the main problem an architect should address in this situation?
A. Partner User roles are limited to three levels.
B. The Channel Manager role cannot be shared with Partner Community.
C. Partner Community does not support Role Hierarchy.
Question # 32
Dreamforce presenters need to be able to edit their presentation details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters juction object between Presenter and User. How can this be accomplished?
A. Trigger on Presenter junction object that adds the user to the Sales Team for the
Presentation record.
B. Give Edit rights to the Presentation record via a Permission set that is given to the Presenters for a record.
C. Trigger on Presenter junction object that uses Apex Managed sharing to add or remove access to the related Presentation record.
Question # 33
Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should. How is this accomplished?
A. Trigger on Case to lookup and share to the manager of an Assigned Agent custom field
(the subject of the complaint) using Apex Managed Sharing.
B. Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) Is not blank,
C. Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record.
Question # 34
Universal Containers has selected a small and diverse group of users to review Inactive accounts. Given the Private sharing model, a public group was created and made available to this group of users. A sharing rule was created to make inactive Accounts visible to the public group. However, some of these users are reporting they don't see any of the Accounts that were shared with the public group. what is the underlying Issue for these users?
A. The users are in profiles that have no access to the Account object.
B. The page layout assigned to these marts to different than the Account owner
C. The users have a permission set that only allow Accounts in "Active' status.
D. The Accounts ire owned by users higher In the role hierarchy.
Question # 35
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
A. Granular Locking
B. Partitioning by Divisions
C. Skinny Table Indexing
Question # 36
A banking company uses & VIP Flag in the Contact Object that they want only Private Banking Reps to see. Which approach is recommended to meet this requirement?
A. Set the Field Level Security for the VIP Flag field so that it is visible to Private Banking
Rep Profile.
B. Define a page layout for Contact Object and add the VIP Flag field for that layout. Remove the VIP Flag field from other layouts.
C. Change the type of VIP Flag field to a picklist, define a new record type for the Contact Object and make the picklist field available for Editing.
Question # 37
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. Create the Account Team and add branch manager team members, and configure
organization-wide defaults of the Account object.
B. Configure organization-wide defaults of the Account object and create sharing rules.
C. Configure Role Hierarchy and create sharing rules.
Question # 38
Universal Containers has successfully implemented a large Service Cloud rollout for their national call center 3 months ago.One of their largest customer accounts, United Automotive, has over 15,000 open cases. Agents are now having trouble opening new cases for United Automotive. When they try to create a case, the following Error messages appear for them UNABLE_TO_LOCK_ROW They notice that this only occurs for the United Automotive account. If they try to save the case again it will usually work, but the problem seems to be happening more and more often. What option should the Architect recommend?
A. Review the Account structure to split the United Automotive account into multiple branch accounts.
B. Review the Customer Service Profile to ensure that they have Read/Write access to the appropriate Case and Account Fields.
C. Review all Case Sharing Rules and consolidate whereappropriate to reduce the total number of sharing rules.
D. Review all Account sharing rules to ensure that the Customer Service team has Read/Write access to the United Automotive Account.
Question # 39
Universal Containers has a customer that meets criteria for two Enterprise territory Management territories (Portugal and Southern Europe). What is necessary to assign opportunities to a territory for this account?
A. Create a criteria-based sharing rule on the Opportunity to assign It to a territory.
B. Create a Process Builder Process that updates the Territory field on the Opportunity
C. The territory with the highest Territory Type Priority is automatically assigned to the Opportunity
D. Create an Apex class that implement. Filter-Based Opportunity Territory Assignment
Question # 40
The architect at Universal Containers would like to prevent users from editing encrypted fields. Assuming no customizations are implemented, which two options should the Architect choose to support the requirement? Choose 2 answers
A. Validation Rules
B. Page Layout settings
C. Apex Triggers
D. Workflow Rules
Question # 41
What is a workaround to ownership data skew?
A. You can minimize possible performance impacts by not assigning the user(s) to a role.
Question # 42
Universal Containers uses 75,000 distributors that have close to 1 million total users. Distributors need opportunities assigned to their distributor for delivery. What license recommendation will meet distributor needs?
A. SalesCloud
B. Customer Community Plus
C. Partner Community
D. Custom Community
Question # 43
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 andprofile.
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.
Question # 44
Partner users can access records belonging to users in their account at their same role or lower in the role hierarchy, for Cases, Leads, Opportunities and Custom Objects. Which ofthe following access has to be given ?
A. Super user permission
Question # 45
Universal Containers is designing a new community using the Customer Community license type. They would like to have the users complete survey questions through the community interface and store the responsesin a Custom Object that has a lookup to the account object. Any internal user who has access to the account should be able to see all survey responses. All Customer Community users should be able to see surveys filled in by other users for their company,but not surveys for other companies. What are the correct security settings to achieve this?
A. Set all Organization-Wide Default settings to be "Public Read/Write" for both internal
and external users.
B. Set all Organization-Wide Default security to be"Private" for both internal and external users and use Sharing Rules to grant the desired access
C. Set all Organization-Wide Default security to be "Public Read/Write" for internal users and "Private" for external users.
D. Set the custom object to be master-detail to the Account and leave the OrganizationWide Default settings as their default values.
Question # 46
Universal Containers would like to restrict users' access toexport reports What option supports this requirement?
A. Remove the "Report Manager" user permission.
B. Remove the Export button from the report page layout.
C. Remove "Allow Export" on the report folder settings.
D. Remove the "Export Reports" profile permission.
Question # 47
The System Administrator at Universal Containers has created two list views called ListV1 and ListV2. One group of users should only see ListV1 and the second group of users should only see ListV2. Two public groups were created to restrict visibility to the respective list views. However, users in both groups are able to see both list views. What system permission in their profile enabled the users to see all list views?
A. Manage Custom List Views
B. Manage Private List Views
C. Manage Public List Views
D. Manage Custom Permissions
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