Certified Platform Sharing and Visibility Architect Practice Exam

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Question 1

Declarative Sharing

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 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.
B Use Dynamic Forms with different field sections representing the relevant fields per case type, and control visibility of sections by Case Record Type value.
C Use different Page Layouts per case type, each representing the relevant fields per case type.

Question 2

Programmatic Sharing

Question 3

Declarative Sharing

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Declarative Sharing

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Declarative Sharing

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Declarative Sharing

Question 11

Programmatic Sharing

Question 12

Programmatic Sharing

Question 13

Performance

Question 14

Declarative Sharing

Question 15

Declarative Sharing

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Declarative Sharing

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Declarative Sharing

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Declarative Sharing

Question 19

Programmatic Sharing

Question 20

Declarative Sharing

Question 21

Declarative Sharing

Question 22

Declarative Sharing

Question 23

Declarative Sharing

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What should an architect recommend to make sure that users that gained access to a custom object record through Apex managed sharing do not lose access to it when its owner is changed?

A Use “With Sharing” keyword to make sure record visibility will be considered.
B Create a new record in _Share object with RowCause “Manual”.
C Create a specific Apex Sharing Reason for the custom object.

An architect has a requirement to create a criteria-based sharing rule based on the customer Social Security Number. However, when setting up the rule in Contact Sharing, the field is not shown on the list of available fields.
What is causing this issue?

A The architect’s profile does not have Field-Level Security for this field.
B The field has been configured for encryption.
C The architect does not have permission to Compliance fields.

Universal Containers would like to control access to records and objects according to the following business requirements: Sales users can view all account records but only edit their own records. Sales managers can view all account records but only edit records of their team. Service users can view all account records that are not marked with a RecordType of Prospect.
Which organization-wide default configuration should an architect recommend to fulfill these requirements?

A Private
B Public Read Write
C Public Read/Transfer

A support representative at Universal Containers created a report to view all her open cases that have been created in the past 7 days and saved the report in the “Private Reports” folder.
Who can view and run the report?

A The report owner and any users who have been given access to the “My Private Reports” folder.
B The report owner and users with the View All Data permission
C The report owner

Question 6

Declarative Sharing

Question 7

Declarative Sharing

Question 8

Declarative Sharing

Question 9

Declarative Sharing

Question 10

Declarative Sharing

Question 11

Programmatic Sharing

Question 12

Programmatic Sharing

Question 13

Performance

Question 14

Declarative Sharing

Question 15

Declarative Sharing

Question 16

Declarative Sharing

Question 17

Declarative Sharing

Question 18

Declarative Sharing

Question 19

Programmatic Sharing

Question 20

Declarative Sharing

Question 21

Declarative Sharing

Question 22

Declarative Sharing

Question 23

Declarative Sharing

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

Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.
How is this accomplished?

A Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permissions are removed on Case so the agent cannot read the case record.
B Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank.
C Trigger on Case to lookup and share to the manager of an Assigned Agent custom field (the subject of the complaint) using Apex Managed Sharing.

At Universal Containers, there’s a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?

A Put the auditors at the highest level of the Role Hierarchy.
B Create a criteria-based sharing rule to grant a public group access to high-value opportunities.
C Add the auditors to the default Opportunity Team.

Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?

A Updating their user profile.
B Searching for other external users.
C Searching for internal users.

Universal Containers’ organization wide-defaults model is Private for the Account object. A sales rep owns two opportunities in one Account. The Sales Rep profile has Create/Edit access to opportunity records.
Which level of access will the sales rep have to the related Account record?

A No access
B Read/Create/Edit access
C Read access

Dreamforce presenters need to be able to edit their presentation details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junction object between Presenter and User.
How can this be accomplished?

A Trigger on Presenter junction object that uses Apex Managed sharing to add or remove access to the related Presentation record.
B Give Edit rights to the Presentation record via a Permission set that is given to the Presenters for a record.
C Trigger on Presenter junction object that adds the user to the Sales Team for the Presentation record.

To grant Universal Containers sales managers access to shipment records properly, it was necessary to leverage Apex managed sharing. The IT team is worried about improper access to records.
What should an architect recommend to mitigate this risk?

A Use isShareable keyword in Apex classes to assure record visibility will be followed.
B Use runAs system method in test classes to test using different users and profiles.
C Use isAccesible keyword in Apex classes to assure record visibility will be followed.

Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?

A Granular Locking
B Skinny Table Indexing
C Partitioning by Divisions

Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.
What should be configured to grant agents access to different distributor accounts?

A Use Apex sharing to share distributor accounts with agents using the Account__Share table.
B Create a sharing set to share distributor accounts with agents using account contact relationship.
C Create sharing rules to share distributor accounts with agents.

At Universal Containers, there’s a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?

A Add the auditors to the default Opportunity Team.
B Create a public group and assign the auditors to the group.
C Put the auditors at the highest level of the Role Hierarchy.

In order to allow community users to collaborate on Opportunities, which license type must the users be given?

A Customer Community Plus
B Partner Community
C Customer Community

A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?

A Add Date of Birth field to the Search layout of the Contact Object. Modify the Page layout assigned to Customer Support Rep and add Date of Birth field as Required.
B Set the Field Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth field Visible and Readonly to Banking Rep profile.
C Create a Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.

Who can view a PDF that is uploaded to the Files Home private library by a user?

A The user and users above them in the Role Hierarchy
B The user and users with View All Data permission
C Only the user

Universal Containers (UC) uses a custom Lightning component with an Apex class to display shipment information (custom object, Private organization-wide default). UC sales managers are complaining about two important points: Shipment records that belong to their teams can be seen by other users. Shipment amount should be visible only by managers, but sales reps are able to view it.
Which feature did the development team miss that is causing the problems?

A Use With Sharing keyword in Apex classes to enforce sharing rules evaluation.
B Use runAs in test class to enforce user permissions and field-level permissions.
C Use isShareable keyword in Apex classes to assure record visibility.

The corporate identity and access team needs to audit User setup in the Salesforce org.
Which permission should be granted to this team so they can perform their audit?

A View permission on the User object
B View All Data
C View All Users

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

Mary is Joe’s manager in the Role Hierarchy. The organization-wide default for a custom Invoice object is Public Read-Only, and Mary’s profile is not granted the Read permission for the Invoice object.
Which action can Mary take on Joe’s invoice records?

A None
B View Only
C Read/Write

Universal Containers (UC) is in a legal dispute regarding several orders. UC has found out these records were removed from the system. The VP of Sales has asked to ensure this cannot happen in the future.
Which approach should meet this requirement?

A Change the Record Type/Page Layout assignment for Orders to be Read-Only.
B Remove Order Delete permission from profiles and permission sets.
C Remove the Delete button from the Order Page Layout.

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