Overview

A Salesforce Certified Sharing and Visibility Designer credential is created for architects, analysts, and administrators who want to demonstrate their knowledge, skills, and abilities to design secure, scalable security models on the Lightning Platform. A Salesforce Certified Sharing and Visibility Designer should be able to communicate technical solutions to technical stakeholders and provide a project delivery framework that ensures quality and meets business requirements.Here are examples of concepts you should know in order to pass the exam:Design a security and sharing model within Salesforce based on complex requirements.Articulate system design considerations, benefits, tradeoffs, and recommendations for a security and sharing model.Use best practices and know which standard Salesforce functionality to use when designing to complex requirements.The Salesforce Certified Sharing and Visibility Designer has the following background:Two to three years with Salesforce technologyFour to five years managing sensitive data in an enterprise environmentExperience with security methods and data policies that support the handling of sensitive dataTypical job roles may include:Advanced AdministratorTechnical ArchitectSolution ArchitectAdvanced Business AnalystThe Salesforce Certified Sharing and Visibility Designer candidate has the experience, skills, knowledge, and ability to:Describe the usage and implementation of sharing rules, both criteria based and ownership based.Architect the appropriate object relationships given a scenario.Articulate how Org-Wide defaults may impact a security model.Articulate how different Salesforce license types may impact a security & sharing model.Describe how the Role Hierarchy may impact the decisions made when designing a security model.Describe how Profile configuration may impact a security and sharing model.Describe the fundamental concepts around role hierarchy, apex sharing etc. to different levels of audience.Articulate different security capabilities with respect to record visibility, CRUD based security, record level access and the differences between the three.Describe the limits of declarative capabilities and when a more custom security solution is required with associated risks and limitations.Articulate what Apex Sharing is and when it should be used.Articulate the security implications of using Dashboards, Apex run as an Administrator, VisualForce pages or other "run in context" tools to expose aggregate data.Identify and mitigate performance and scalability concerns for a recommended solution.Develop a test process to validate a security model.Articulate use cases for complex sharing such as territory management or account teams should be used.A candidate for this exam is not expected to know:Complex Role Hierarchy DesignMeasuring/Predicting LDV impacts on security DesignDocumenting/gathering legal requirements around sensitive dataOrg merge security designCreation of test plan for security designThe Salesforce Certified Sharing and Visibility Designer exam has the following characteristics:Content: 60 multiple-choice/multiple-select questions* (5 unscored questions will be added)Time allotted to complete the exam: 120 minutes (time allows for unscored questions)Passing Score: 68%ContentsThe Salesforce Certified Sharing and Visibility Designer exam measures a candidate's knowledge and skills related to the following objectives. A candidate should have hands-on experience with Integration Architecture application and demonstrate the knowledge and expertise in each of the areas below.DECLARATIVE SHARINGGiven a particular customer scenario, describe the appropriate use and limitations of relevant object and field level security settings needed to allow and limit user's access to different types of information.Given a particular customer scenario, describe the relevant settings required for all the declarative platform security features that would ensure proper data access to relevant users.Demonstrate your ability to properly evaluate the use case for and implement Account and Opportunity Teams to ensure the proper visibility and collaboration requirements are met.Demonstrate how views and folders can be segmented for different groups using out of box security features, such as groups or roles, in an effective manner while keeping in mind security considerations and how these differ from record level security considerations.Given a particular customer's organization hierarchy describe the impact of role hierarchy on record sharing.Given a scenario that involves external users, describe how the security and sharing setup can be utilized to properly enforce record visibility for different types of community users (e.g. Internal, Customer Community, and Partner Community).Given a particular customer scenario, have awareness of how Territory Management 2.0 can (or cannot be applied) to resolve more complex security requirements.Given a customer's particular data storage and data residency requirements, have awareness of solution options in the marketplace that properly leverages declarative and programmatic security features of Salesforce.Given an Architect's design and configuration of the sharing and security model, describe the methods of validating the sharing and visibility.PERFORMANCEGiven a particular complex customer org setup, describe how apex sharing (and calculation) can impact system performance.Given a particular complex customer org setup, design a security model that is maintainable at large numbers of users and records.PROGRAMMATIC SHARINGGiven a scenario, design a solution that leverages programmatic sharing functionalities to achieve a requirement that cannot be met using declarative functionality.Given a scenario, describe how to minimize security risks in programmatic customizations (Apex and Visualforce) relative to data visibility.Demonstrate how to properly design unit tests to verify programmatic security solutions.Demonstrate how to properly enforce Object and Field level permission when designing Programmatic Solutions.Sample Questions1. A remote user is complaining that they can't see a certain account when they run a particular Private Account List View that they created for themselves. How might a System Administrator assist in troubleshooting this issue?Choose one answerA. VPN to the User's location and establish a remote desktop session.B. Have the User send the List View link URL via email and investigate.C. Use the Login As feature to see what the User is seeing in her login.D. Temporarily make the user a System Administrator so she can fix the issue.2. Universal Containers has created a custom Sales Operations profile with read and edit access to the Category field on a custom object. There is a new requirement that 3 of the 100 users assigned to the Sales Operations Profile should have read-only access to the Category field.How can the Architect support this request?Choose one answerA. Create a permission set in the Category field to read-only and assign it to the users.B. Create a new profile without edit access to Category and assign it to the users.C. Create a new page layout with the Category Field set to read-only for these users.D. Create a custom permission to grant read-only access to Category and assign it to the users.3. At Universal Containers, the Sales VP likes to re-assign Opportunity Teams every six months. Each Opportunity Team has the following resources:o AE (owner)o Sales Engineero Vertical Overlayo Sales OpsWhat should the Architect use to re-assign Opportunity Team members so they have access to the appropriate Opportunity records?Choose one answerA. From the User Setup menu, click "Update Team members on open Opportunities."B. Build a Visualforce page that will query the default team and update open Opportunities.C. From the Opportunity record detail page, use the "Update Team Members" function.D. Use the Mass Reassign Opportunity Team wizard on the Opportunity Tab Home Page.4. Universal Containers has successfully implemented a large Service Cloud rollout for their national call center 3 months ago. One of their largest customer accounts, United Automotive, has over 15,000 open cases. Agents are now having trouble opening new cases for United Automotive. When they try to create a case, the following Error message appears for them:UNABLE_TO_LOCK_ROWThey notice that this only occurs for the United Automotive account. If they try to save the case again it will usually work, but the problem seems to be happening more and more often.What option should the Architect recommend?Choose one answerA. Review all Account sharing rules to ensure that the Customer Service team has Read/Write access to the United Automotive Account.B. Review the Account structure to split the United Automotive account into multiple branch accounts.C. Review all Case Sharing Rules and consolidate where appropriate to reduce the total number of sharing rules.D. Review the Customer Service Profile to ensure that they have Read/Write access to the appropriate Case and Account Fields.5. Which two license types can create and edit reports, when assigned the correct permissions?Choose two answersA. Customer Community PlusB. Customer CommunityC. Customer Community Plus LoginD. Partner Community Plus LoginPay one time and ensure your success by practicing exams from exam experts. The price you pay is worth to pay for certification exams again and again.Every concept has been covered and explained. Practice these tests and pass your exam with confidence.

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