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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation Best Practices | 10% | - Plan for sharing model changes in large organizations - Follow security best practices for sharing architecture - Recommend appropriate tools and documentation |
| Topic 2: Designing Sharing Solutions | 18% | - Design sharing solutions based on business requirements - Determine when to use Account Teams, Opportunity Teams, or manual sharing - Design sharing solutions that scale - Design sharing solutions for business-to-business and business-to-consumer scenarios |
| Topic 3: Apex Sharing | 10% | - Understand security considerations for Apex sharing - Design Apex managed sharing solutions - Determine when to use Apex sharing reasons |
| Topic 4: Sharing Architecture Basics | 8% | - Define the core components of the sharing model - Explain the difference between Grant Access Using Hierarchies and manual sharing - Describe the layers of role hierarchy |
| Topic 5: Object-Level and Field-Level Access | 13% | - Determine when to use field-level security versus layout assignments - Determine when to use read-only fields versus no edit access - Design profiles and permission sets for object and field access |
| Topic 6: Security and Access Troubleshooting | 10% | - Use the Role Hierarchy report and Sharing Settings audit trail - Diagnose sharing access issues using sharing recalculation and debug logs - Identify and resolve common sharing problems |
| Topic 7: 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 |
| Topic 8: Record-Level Access Decisions | 18% | - Design sharing rules based on record ownership or criteria - Design role hierarchy based on access requirements - Determine when to use territories and partitions - Determine the appropriate OWD settings for objects |
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
Question 1
Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give more visibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?
A. Give Super User permission to the individual partner manager users.
B. Create an ownership based sharing rule.
C. Create sharing sets.
Question 2
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 password-protected.
How can this be accomplished?
A. Utilize an AppExchange product for delivering password protected files to customers
B. Create a content delivery; during creation, the user should select the option to require 3 password to access content.
C. Set up an Experience Cloud site for customers to access files and share the file with customers via Chatter. Customers can then log in ta the site to access the content.
Question 3
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. 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.
B. Create 2 Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.
C. Set the Field 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 Readonly to Banking Rep profile.
Question 4
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. Replace opportunity owner.
B. Update opportunity stage.
C. Add/remove members in the opportunity team.
Question 5
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 Ownership-based sharing rule for Shipment was incorrectly disabled by the admin.
B. The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the admin.
C. The Role Hierarchy implicit sharing was incorrectly disabled by the admin.
Solutions:
| Question 1 Answer: B | Question 2 Answer: B | Question 3 Answer: C | Question 4 Answer: B | Question 5 Answer: B |
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