salesforce sharing and visibility designer

Sharing and Visibility Designer Study Guide

The Salesforce architect exams are some of the most rewarding and interesting exams to get. I really enjoy them because they offer a rare chance to dive very deep into a specific area of the platform. These can expand your capabilities within Salesforce, and provide you valuable understanding as you progress your career towards Technical Architect. This is the study guide for the Sharing and Visibility Designer certification exam.

Each of these exams has a study guide (like all other certifications), as well as a resource guide which has linked articles, Trailhead modules, documentation and more. To get the most out of those guides, I have written down some important areas to study and understand. If you understand the concepts below, you’ll do well on your exam.

Sharing and Visibility Designer

The Salesforce Sharing and Visibility Designer exam focuses on your ability to understand the Salesforce sharing model, and how to structure profiles, roles and sharing rules to control visibility. Your comprehension of best practices will help you make good recommendations to designing a Salesforce org that allows data to be secure and only shared to the correct people.

Key Topics

Sharing Architecture

This is the central theme of the exam, so make sure you understand the architecture. This PDF offers a lot of great insight.

Who Can See What?

You will be presented with many scenarios that assess your ability to understand why a user can or cannot see a specific field/record/object. Ensure that you understand the different tools at your disposal: record types, profiles, roles and role hierarchy, permission sets, manual sharing, programmatic sharing, and groups.

There are several articles and links in the resource guide, such as this Record Access, Under the Hood PDF. Beyond just reading what grants or removes access, think through how you would apply those to sample scenarios.

Implicit Sharing

There is implicit sharing within Salesforce. Make sure you know what is granted and when.

Community Sharing

How does sharing apply to a community? Understand the internal/external sharing models, and what types of sharing are available to your community users.

Territory Management

Territory Management is an account sharing model. Make sure you know how it works, and what types of considerations you need to be aware of.

Sharing Types

Understand the differences and use cases for programmatic sharing, manual sharing, implicit sharing and sharing rules.

Encryption

Review Shield and encryption options within Salesforce for sensitive data. How do you allow users to see only the allowed data for their role?

Sample Questions

Universal Containers has created a custom object to store highly confidential client data. This object has private sharing settings, but the client needs to ensure only administrators and record owners can view a record. Which two options should an Architect use for this use case? Choose 2 answers.

A. Disable​ ​”Grant​ ​Access​ ​Using​ ​Hierarchies.”
B. Disable the “Create” permission on all other profiles.
C. Disable the “Read” permission on all other profiles.
D. Disable​ ​the​ ​”View​ ​All”​ ​permission​ ​on​ ​all​ ​other​ ​profiles.

Why? Answer A would allow users above the record owner to view the record. And Answer B would grant view access to anyone with that profile. You would need to enforce both of those to meet the requirements.

Which are two valid use cases for programmatic sharing?  Choose 2 answers.

A. Frequent user ownership changes based on re-alignments.
B. An​ ​external​ ​system​ ​manages​ ​user​ ​record​ ​access.
C. Native​ ​sharing​ ​functionality​ ​does​ ​not​ ​meet​ ​requirements.
D. Setting user ownership for standard and custom objects.

Why? Answer C is applicable if you are unable to meet the requirements with native functionality. Answer B is also acceptable when you are using an external system (like an ERP) that controls that access. You can allow the external system to make the sharing decision, and programmatic tools in Salesforce to enforce the sharing. A could likely be met with Territory Management, and D does not require programmatic sharing.

Universal​ ​Containers​ ​has​ ​enabled​ ​Opportunity​ ​Teams​, and set​ ​Opportunity​ ​Sharing​ ​to​ ​Private​. Which​ ​three​ ​options​ ​can​ ​change​ ​the​ ​Owner​ ​of​ ​the​ ​Opportunity? Choose​ ​3​ ​answers.

A. Any Opportunity Team Member on the current Opportunity.
B. The​ ​current​ ​Opportunity​ ​Owner​ ​can​ ​transfer​ ​the​ ​Ownership.
C. The​ ​System​ ​Administrator​ ​or​ ​a​ ​user​ ​with​ ​the​ ​”Transfer​ ​Records”​ ​permission.
D. The user specified as the Manager on the Owner’s User Profile.
E. Someone​ ​above​ ​the​ ​Opportunity​ ​Owner​ ​in​ ​the​ ​Role​ ​Hierarchy.

Why? Only the Opportunity Owner, someone above them on the role hierarchy, or a System Administrator can transfer the record owner (https://help.salesforce.com/articleView?id=salesteam_def.htm&type=5).

Links

I am a 24x Salesforce certified consultant, currently working for the implementation partner Simplus. I am passionate about Salesforce, and I enjoy the friendly ecosystem that is filled with talented, intelligent professionals.
Posts created 41

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Posts

Begin typing your search term above and press enter to search. Press ESC to cancel.

Back To Top