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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sharing Architecture Basics | 8% | - Describe the layers of role hierarchy - Explain the difference between Grant Access Using Hierarchies and manual sharing - Define the core components of the sharing model |
| Topic 2: 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 |
| Topic 3: Object-Level and Field-Level Access | 13% | - Design profiles and permission sets for object and field access - Determine when to use field-level security versus layout assignments - Determine when to use read-only fields versus no edit access |
| Topic 4: Designing Sharing Solutions | 18% | - Determine when to use Account Teams, Opportunity Teams, or manual sharing - Design sharing solutions based on business requirements - Design sharing solutions for business-to-business and business-to-consumer scenarios - Design sharing solutions that scale |
| Topic 5: 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 |
| Topic 6: 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 |
| Topic 7: Apex Sharing | 10% | - Understand security considerations for Apex sharing - Determine when to use Apex sharing reasons - Design Apex managed sharing solutions |
| Topic 8: 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. A banking company uses a VIP Flag in the Contact Object that they want only Private Banking Reps to see.
Which approach is recommended to meet this requirement?
A) Set the Field Level Security for the VIP Flag field so that it is visible to Private Banking Rep Profile.
B) Define a page layout for Contact Object and add the VIP Flag field for that layout. Remove the VIP Flag field from other layouts.
C) Change the type of VIP Flag field to a picklist, define a new record type for the Contact Object and make the picklist field available for Editing.
2. Universal Containers (UC) is looking to expand its delivery capabilities through a network of distributors that use a Partner Community license. UC employees currently can view all delivery records through the organization-wide default (OWD) setting of Public Read-Only.
Which approach should an architect recommend to limit the records a distributor can see?
A) Set the External OWD to Private for the Delivery object.
B) Create a criteria-based sharing rule to grant access to the distributor.
C) Create an ownership-based sharing rule to grant access to the distributor.
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 Sharing Set for the Distributor profile to grant access to the Delivery object.
C) Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy.
4. Universal Containers (UC) has a custom object to track the internal net promoter score (NPS) for all of its employees. The manager is in the role above the owner and there are no sharing rules on the object.
How should UC ensure that NPS records cannot be accessed by the owner's manager?
A) Remove Create, Read, Edit, and Delete from Manager profiles and permission sets.
B) Use Apex sharing to remove NPS object share records for Manager profiles.
C) Set organization-wide default to Private and uncheck the Access Using Hierarchies option for the NPS object.
5. Which method should be used to grant access to an unrelated group of users?
A) Role Hierarchy
B) Sharing Sets
C) Public Groups
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A |
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