Overview

About the Salesforce Sharing and Visibility Architect CredentialThe Salesforce Certified Sharing and Visibility Architect credential is for professionals who assess, design, and implement secure and scalable security solutions on the Salesforce Platform. This credential is aimed at architects, administrators, and analysts who have experience in building complex security models and effectively communicating design decisions to both technical and business stakeholders.Key Competencies for Exam SuccessTo succeed in this exam, candidates should be able to:Design security and sharing models in Salesforce that meet complex requirements.Explain system design decisions, their benefits, trade-offs, and best-fit solutions for different use cases.Understand when to use standard Salesforce functionality versus custom solutions for advanced security needs.Who Should Take This Exam?The Salesforce Sharing and Visibility Architect role is suitable for individuals who:Have 2-3 years of Salesforce experience and 4-5 years of implementing advanced security models.Are familiar with data policies, security methods, and handling sensitive data like PCI, PII, and HIPAA.Work as Advanced Administrators, Solution Architects, Technical Architects, or Advanced Business Analysts.Skills Candidates Should Demonstrate IndependentlyA candidate for this exam can:Implement sharing rules, including ownership-based and criteria-based rules.Design object relationships and evaluate their impact on sharing configurations.Explain how organization-wide defaults, role hierarchy, profiles, and permission sets influence a security model.Identify the limitations of declarative tools and when custom solutions (e.g., Apex sharing) are required.Describe security implications of tools like dashboards, Apex, Visualforce, and other run-as-context mechanisms.Secure files, reports, dashboards, and Big Objects for large data volumes (LDVs).Extend security models to external users, such as customers, partners, and guest users.Evaluate performance, scalability, and test processes to validate security models effectively.Recommend appropriate solutions for scenarios involving teams, groups, territory management, and sharing sets.Areas Where Candidates May Require AssistanceCandidates may need support with the following:Designing and implementing a tokenization strategy.Security considerations for non-core platforms like AppExchange and Heroku.Understanding advanced concepts like SSL, RSA, and off-platform data security.Predicting and addressing performance and scalability concerns for LDVs with complex sharing models.Handling advanced security for highly sensitive data (e.g., PCI, PII, HIPAA).What Candidates Are Not Expected to KnowThis exam does not require knowledge of:Complex role hierarchy design.Predicting or measuring LDV security design impacts.Legal requirements for sensitive data documentation.Org merge security design processes.About the ExamRead on for details about the Salesforce Sharing and Visibility Architect Exam.Content: 60 multiple-choiceTime allotted to complete the exam: 120 minutesPassing score: 67%Registration fee: US$400, plus applicable taxes as required per local lawRetake fee: $200, plus applicable taxes as required per local lawDelivery options: Proctored exam delivered onsite at a testing center; click here for information on scheduling an exam.References: No hard-copy or online materials may be referenced during the exam.Prerequisite: NoneExam OutlineThe Salesforce Sharing and Visibility Architect Exam measures a candidate's knowledge and skills related to the following objectives.Permissions to Standard Objects, Custom Objects, and Fields: 27%Given a scenario, recommend the right level of object permissions needed to provide the appropriate access to a set of users.Given a scenario, recommend the correct level of field permissions needed to provide the appropriate access to a set of users.Given a scenario, recommend the appropriate mechanism to hide data at the user interface level.Given a scenario, determine the appropriate access controls to protect sensitive data (for example, PCI, PII, or HIPAA).Given a scenario, recommend the appropriate programmatic solution to ensure security settings are enforced.Access to Records: 39%Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records.Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements.Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements.Given a set of conditions, determine how groups can support the record access requirements.Given a set of conditions, determine how teams can support the record access requirements.Given a set of conditions, determine the correct object relationships that support record access sharing requirements.Given a set of conditions, determine how programmatic sharing supports the record access requirements.Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.Given a set of conditions, determine how record access overrides support the record access requirements.Access to Other Data: 16%Given a scenario, determine the appropriate access control needed to grant access to data that is not standard or custom objects.Implications of Security Model Choice: 18%Given a scenario, determine the scalability implications of the sharing solution.Given a set of conditions, determine the license limitations that will impact the intended sharing solution.Given a set of conditions, determine how to test the sharing model.

Skills

Reviews