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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| 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 |
| Apex Sharing | 10% | - Design Apex managed sharing solutions - Understand security considerations for Apex sharing - Determine when to use Apex sharing reasons |
| Record-Level Access Decisions | 18% | - Determine the appropriate OWD settings for objects - Determine when to use territories and partitions - Design sharing rules based on record ownership or criteria - Design role hierarchy based on access requirements |
| Object-Level and Field-Level Access | 13% | - Design profiles and permission sets for object and field access - Determine when to use read-only fields versus no edit access - Determine when to use field-level security versus layout assignments |
| Communities and Sharing | 13% | - Design sharing solutions for internal and external users - Configure sharing for community users - Determine when to use Customer Community or Partner Community licenses |
| Sharing Architecture Basics | 8% | - Explain the difference between Grant Access Using Hierarchies and manual sharing - Describe the layers of role hierarchy - Define the core components of the sharing model |
| Security and Access Troubleshooting | 10% | - Diagnose sharing access issues using sharing recalculation and debug logs - Identify and resolve common sharing problems - Use the Role Hierarchy report and Sharing Settings audit trail |
| Implementation Best Practices | 10% | - Plan for sharing model changes in large organizations - Follow security best practices for sharing architecture - Recommend appropriate tools and documentation |
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
1. 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 Role Hierarchy and create sharing rules.
C) Configure organization-wide defaults of the Account object and create sharing rules.
2. A custom Invoice object has been created with a master-detail relationship to Account. The accounts receivable (AR) team needs access to invoice records. AR users neither own nor have access to account records. The Account organization-wide default is set to Private. The AR team is unable to find invoices in list views, reports, and Global Search. The architect has been asked to help troubleshoot.
What is preventing AR team members from seeing invoices?
A) The AR profile does not have Read permission to the Invoice object.
B) A sharing rule is missing to share accounts with the AR team.
C) A sharing rule is missing to share invoices with the AR team.
3. Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALL scheduled courses owned by the operation users team.
How should this be achieved?
A) The operations manager will get access to the scheduled courses by creating an ownership-based sharing rule and share the scheduled courses with the operations manager.
B) The operations manager will get access to the scheduled courses owned by the operations users team defined in the Role Hierarchy.
C) The operations manager will get access to the scheduled courses by creating a public group, and add the operations manager and the operations users team to the public group.
4. 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 2 Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.
B) 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.
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.
5. Universal Containers implemented Sales Cloud and requested that only certain branch staff trained to sell high-risk products can create opportunities for high-risk products.
How should an architect allow only specific branch staff to sell high-risk products?
A) Set the price book OWD to View Only and share the (High Risk) price book with the trained staff via a sharing rule.
B) Set the price book OWD to View Only and share the (High Risk) price book with the trained staff via manual sharing.
C) Set the price book organization-wide default (OWD) to View Only and share the price book (High Risk) with the trained staff.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: C | Question # 5 Answer: C |
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