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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 uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?

A) Use Dynamic Forms with different field sections representing the relevant fields per case type, and control visibility of sections by Case Record Type value.
B) Use different Page Layouts per case type, each representing the relevant fields per case type.
C) Use a custom LWC to override the View action of the Case object, and a Custom Metadata Type to define the relevant fields per case type.

3. Universal Containers (UC) has a partner community for its 200 distributors.
UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is Private.
How should an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?

A) Create 2 criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.
B) Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy.
C) Create a Sharing Set for the Distributor profile to grant access to the Delivery object.

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

5. 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) Create test classes including runAs to test different users accessing the data.
B) Use isSharesble, isEditable, and isCreatable to enforce field permissions.
C) Once that Apex runs on system mode, the development team needs to enforce record visibility.

Solutions: