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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Record-Level Access Decisions | 18% | - Design sharing rules based on record ownership or criteria - Determine the appropriate OWD settings for objects - Determine when to use territories and partitions - Design role hierarchy based on access requirements |
| Topic 2: Apex Sharing | 10% | - Determine when to use Apex sharing reasons - Design Apex managed sharing solutions - Understand security considerations for Apex sharing |
| Topic 3: 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 4: Security and Access Troubleshooting | 10% | - Diagnose sharing access issues using sharing recalculation and debug logs - Use the Role Hierarchy report and Sharing Settings audit trail - Identify and resolve common sharing problems |
| Topic 5: Designing Sharing Solutions | 18% | - 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 - Design sharing solutions based on business requirements |
| Topic 6: Implementation Best Practices | 10% | - Recommend appropriate tools and documentation - Follow security best practices for sharing architecture - Plan for sharing model changes in large organizations |
| Topic 7: Communities and Sharing | 13% | - Determine when to use Customer Community or Partner Community licenses - Design sharing solutions for internal and external users - Configure sharing for community users |
| Topic 8: 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 |
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
1. 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 to test different users accessing the data.
C) Use isSharesble, isEditable, and isCreatable to enforce field permissions.
2. 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 access to all account contact roles records owned by retail sales reps.
B) Update the Retail Sales profile to grant access to Person Account record type.
C) Create 2 criteria-based sharing rule giving the Retail Sales role access to Accounts of type PersonAccount.
3. Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager in the U.S. is complaining that he cannot view account records of the same segment in Canad a.
What should UC do to grant access properly?
A) Create a public group and include all accounts of the same segment, and then grant access with a permission set.
B) Create an owner-based sharing rule to grant access to account records, that have the same segment, to all sales manager roles.
C) Change the Role Hierarchy and put all the sales managers in the U.S. and Canada in the same role.
4. Universal Containers (UC) uses a custom Lightning component with an Apex class to display shipment information (custom object, Private organization-wide default). UC sales managers are complaining about two important points: Shipment records that belong to their teams can be seen by other users. Shipment amount should be visible only by managers, but sales reps are able to view it.
Which feature did the development team miss that is causing the problems?
A) Use runAs in test class to enforce user permissions and field level permissions.
B) Use isShareable keyword in Apex classes to assure record visibility.
C) Use isAccesible() method in Apex classes to check field accessibility.
5. Universal Containers has a Performance Feedback custom object (Private organization-wide default) used by customers to report any issues with delivery drivers. Feedback should not be visible to the driver, but any feedback records should be accessible to people above them in the Role Hierarchy, even when the driver changes managers.
Assuming managers have Read access to the Feedback object, which three steps are necessary to solve these requirements?
A) Remove Read permission on the Driver profile, have feedback ownership transferred to the driver's
B) Remove Read permission on the Driver profile, have feedback ownership transferred to the driver when feedback is submitted, and create an ownership-based sharing rule.
C) Remove Read permission on the Driver profile, have feedback ownership transferred to the driver when feedback is submitted, and use the Role Hierarchy to give access to a driver's manager
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A |
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