Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. 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.

2. Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.
What should be configured to grant agents access to different distributor accounts?

A) Use Apex sharing to share distributor accounts with agents using the Account__Share table.
B) Create a sharing set to share distributor accounts with agents using account contact relationship.
C) Create sharing rules to share distributor accounts with agents.

3. 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) Create a sharing rule to share cases created by service agents with their dealer manager.
C) Use the Role Hierarchy so that the cases raised by service agents will be visible to their relevant dealer managers.

4. A junior account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.
What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?

A) Manual share on the account
B) Opportunity Team
C) Manual share on the opportunity

5. 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.

Solutions: