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 |
|---|---|---|
| Security and Access Troubleshooting | 10% | - Identify and resolve common sharing problems - Diagnose sharing access issues using sharing recalculation and debug logs - Use the Role Hierarchy report and Sharing Settings audit trail |
| Designing Sharing Solutions | 18% | - 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 - Design sharing solutions that scale |
| Apex Sharing | 10% | - Design Apex managed sharing solutions - Determine when to use Apex sharing reasons - Understand security considerations for Apex sharing |
| Implementation Best Practices | 10% | - Recommend appropriate tools and documentation - Plan for sharing model changes in large organizations - Follow security best practices for sharing architecture |
| Sharing Architecture Basics | 8% | - Describe the layers of role hierarchy - Define the core components of the sharing model - Explain the difference between Grant Access Using Hierarchies and manual sharing |
| Record-Level Access Decisions | 18% | - Determine when to use territories and partitions - Determine the appropriate OWD settings for objects - Design role hierarchy based on access requirements - Design sharing rules based on record ownership or criteria |
| Object-Level and Field-Level Access | 13% | - Determine when to use field-level security versus layout assignments - Design profiles and permission sets for object and field access - Determine when to use read-only fields versus no edit access |
| 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 |
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
Universal Containers (UC) is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local dealers service containers. UC implemented a new Partner Community for its dealers. Each dealership has a dealer manager who manages the service agents. The communitysharing model is private.
What is the optimal option to give dealer managers visibility to customer cases only raised by their service agents?
- A. Create a sharing group to share cases created by service agents with their dealer manager.
- B. Use the Role Hierarchy so that the cases raised by service agents will be visible to their relevant dealer managers.
- C. Create a sharing rule to share cases created by service agents with their dealer manager.
Correct Answer: A 🗳️
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 a Sales Rep's hierarchy.
What is the main problem an architect should address in this situation?
- A. Partner User roles are limited to three Ievels.
- B. The Channel Manager role cannot be shared with Partner Community.
- C. Partner Community does not support Role Hierarchy.
Correct Answer: A 🗳️
A consulting company uses the Salesforce mobile app for its field consultants and uses Case object to track customer specific consulting done by field consultants. The company also has a large number of customer service representatives who takes calls 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 reuseability 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. Use Lightning Component as an override for "Edit" action on mobile view allowing image capture feature. No Change required for desktop users.
- B. Create a separate button "Edit in Mobile", which opens a 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 lightning experience allowing image capture feature. Detect the form factor of the device and redirect the user to the default not overridden view.
Correct Answer: C 🗳️
Universal Containers has expanded to sell virtual containers for data storage. Virtual container work orders are provisioned immediately by the system and therefore cannot be changed by a sales rep.
What is an optimal approach to implement these requirements?
- A. Remove the Work Order Edit permission from the Sales Representative profile.
- B. Change the Record Type/Page Layout assignment for Work Orders to Read Only.
- C. Implement a sharing rule that changes access for all Work Orders to Read.
Correct Answer: A 🗳️
Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Some distributors requested granting specific community users (agents) to view cases submitted by other agents of the same distributor.
Which feature only supports these requirements?
- A. Permission set to grant community admin permission
- B. Delegate external user
- C. Partner super user
Correct Answer: C 🗳️
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