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Salesforce Plat-Arch-205 Exam Syllabus Topics:

SectionWeightObjectives
Communities and Sharing13%- Design sharing solutions for internal and external users
- Determine when to use Customer Community or Partner Community licenses
- Configure sharing for community users
Designing Sharing Solutions18%- Design sharing solutions for business-to-business and business-to-consumer scenarios
- Design sharing solutions that scale
- Determine when to use Account Teams, Opportunity Teams, or manual sharing
- Design sharing solutions based on business requirements
Record-Level Access Decisions18%- Design role hierarchy based on access requirements
- Design sharing rules based on record ownership or criteria
- Determine when to use territories and partitions
- Determine the appropriate OWD settings for objects
Implementation Best Practices10%- Plan for sharing model changes in large organizations
- Recommend appropriate tools and documentation
- Follow security best practices for sharing architecture
Object-Level and Field-Level Access13%- 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
Security and Access Troubleshooting10%- Use the Role Hierarchy report and Sharing Settings audit trail
- Identify and resolve common sharing problems
- Diagnose sharing access issues using sharing recalculation and debug logs
Apex Sharing10%- Design Apex managed sharing solutions
- Determine when to use Apex sharing reasons
- Understand security considerations for Apex sharing
Sharing Architecture Basics8%- 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

Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. 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) A sharing rule is missing to share accounts with the AR team.
B) A sharing rule is missing to share invoices with the AR team.
C) The AR profile does not have Read permission to the Invoice object.


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


3. The sales managers at Universal Containers requested their teams to define each user's role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. No access to deals related to the accounts.
The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is Private and no sharing rules are configured on the Account object, how should an architect achieve these requirements?

A) Use Account teams and sharing rules to share cases with sales associates. No change required to the Opportunity object.
B) Use Account teams to define access to accounts as well as opportunities and cases related to accounts.
C) Use Account teams and Case teams. No configuration required for the Opportunity object.


4. Universal Containers (UC) delivers training and courses to students and companies. UC is implementing a Salesforce Customer Community for its students granting them a Customer Community license. As part of the community requirements, UC asked to give students access to cases that are related to their account in the UC community.
What is the optimum sharing technique to achieve these requirements?

A) Create a sharing rule to share cases with the students.
B) Use Apex sharing to share cases with the students.
C) Create a sharing set to share cases with the students.


5. Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than 50 list views?

A) Share the list views with the appropriate role and internal subordinates.
B) Share the list views with the appropriate queue.
C) Share the list views with the appropriate individual users.


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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