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Salesforce Certified Platform Sharing and Visibility Architect Question and Answers

Salesforce Certified Platform Sharing and Visibility Architect

Last Update Oct 12, 2026
Total Questions : 85

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Questions 1

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?

Options:

A.  

View All Users

B.  

View All Data

C.  

View permission on the User object

Discussion 0
Questions 2

Universal Containers has selected a small and diverse group of users to review inactive accounts. Given the Private sharing model, a public group was created and made available to this group of users. A sharing rule was created to make inactive accounts visible to the public group. However, some of these users are reporting they do not see any of the accounts that were shared with the public group. What is the underlying issue for these users?

Options:

A.  

The accounts are owned by users higher in the Role Hierarchy.

B.  

The users are in profiles that have no access to the Account object.

C.  

The page layout assigned to these users is different than the Account owner.

Discussion 0
Questions 3

Universal Containers (UC) service reps are assigned to a profile which has View All in the Case object (Private organization-wide default). To make sure service reps have access to all relevant information (accounts and contacts) to attend to customer requests, which detail should an architect consider?

Options:

A.  

Service reps will NOT be able to access all UC contact records if they are Controlled by Parent.

B.  

Service reps will NOT be able to access all UC account records because the Account OWD is Private.

C.  

Service reps will be able to access all UC contact records if they are Controlled by Parent.

Discussion 0
Questions 4

Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location. Which options should be used together to achieve the requirements?

Options:

A.  

Configure organization-wide defaults of the Account object and create sharing rules.

B.  

Configure Role Hierarchy and create sharing rules.

C.  

Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.

Discussion 0
Questions 5

Users at Universal Containers are complaining that a field has disappeared from the Account page after last weekend ' s deployment. The page layout did not change with this deployment. How should the admin troubleshoot this issue?

Options:

A.  

Run a Who Sees What report, filtering on Account.

B.  

Log in as a user and check several accounts to isolate the problem records.

C.  

View Field Accessibility in the Object Manager.

Discussion 0
Questions 6

Universal Containers implements Agentforce Sales and requests that only certain branch staff trained to sell high- risk products create opportunities for high- risk products. How should a Platform Sharing and Visibility Architect allow only specific branch staff to sell high- risk products?

Options:

A.  

Set the price book organization- wide default to View Only and share the (High Risk) price book with the trained staff via a sharing rule.

B.  

Set the price book organization- wide default to View Only and share the price book (High Risk) with the trained staff.

C.  

Set the price book organization- wide default to View Only and share the (High Risk) price book with the trained staff via manual sharing.

Discussion 0
Questions 7

The finance team at Universal Containers usually does not have access to account and contact records. A finance analyst was temporarily given opportunity access for a big deal to help with tax calculation. However, she can now also access account and contact records. What is causing this issue?

Options:

A.  

Account records can be accessed due to implicit sharing from Opportunity.

B.  

Account records can be accessed due to Role Hierarchy.

C.  

Contact records can be accessed due to implicit sharing from Opportunity.

Discussion 0
Questions 8

Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requests access to edit all scheduled courses that are owned by the operations users team. What gives the operations manager access to all the scheduled courses?

Options:

A.  

Create a public group, and add the operations manager and the operations users team to the public group.

B.  

Create an ownership-based sharing rule and share the scheduled courses with the operations manager.

C.  

Enable Grant Access Using Hierarchies and define a Role Hierarchy to give access to the scheduled courses.

Discussion 0
Questions 9

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?

Options:

A.  

Give Edit rights to the Presentation record via a Permission set that is given to the Presenters for a record.

B.  

Trigger on Presenter junction object that adds the user to the Sales Team for the Presentation record.

C.  

Trigger on Presenter junction object that uses Apex Managed Sharing to add or remove access to the related Presentation record.

Discussion 0
Questions 10

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?

Options:

A.  

Put the auditors at the highest level of the Role Hierarchy.

B.  

Add the auditors to the default Opportunity Team.

C.  

Create a public group and assign the auditors to the group.

Discussion 0
Questions 11

Universal Containers (UC) has a mostly Private organization-wide default, as it ' s a core principle of UC to respect client data privacy. UC has implemented complex processes for granting access to Opportunity data. A few key members of the sales reporting team need to always be able to see, but not change, Opportunity data for all opportunities. What should an architect recommend as an approach to meet these requirements?

Options:

A.  

Give the View All Data permission to the Sales Reporting profile.

B.  

Create a permission set that grants the View All Data permission.

C.  

Create a permission set that grants the View All permission for Opportunity.

Discussion 0
Questions 12

Universal Containers uses Person Accounts to represent retail customers and Business Accounts to represent commercial customers. The retail sales team should not have access to commercial customers but should have access to ALL retail customers. With the organization- wide default on Account set to Private, how should the architect meet these requirements?

Options:

A.  

Create a criteria-based sharing rule giving the Retail Sales role access to Accounts of type PersonAccount.

B.  

Create an owner-based sharing rule on AccountContactRelation to grant access to all account contact records owned by retail sales reps.

C.  

Update the Retail Sales profile to grant access to Person Account record type.

Discussion 0
Questions 13

Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in order to grant access to supporting internal users (legal, engineering, finance, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change. How should an architect help UC improve sales reps ' productivity?

Options:

A.  

Create a criteria-based sharing rule to grant access to other users.

B.  

Create a permission set with View All Data and assign to supporting users.

C.  

Leverage default Account team.

Discussion 0
Questions 14

Universal Containers (UC) has a team that analyzes customer orders looking for fraud. This team needs access to Invoice records (custom object, Private organization-wide default). UC has complex rules to control users ' access. The architect recommended using Apex managed sharing to meet these requirements. Which recommendation should a developer consider when implementing the changes?

Options:

A.  

Use " Without Sharing " keyword to make sure record visibility will be considered.

B.  

Use " With Sharing " keyword to enforce Field-Level Security.

C.  

Use runAs system method to test different users accessing these records.

Discussion 0
Questions 15

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?

Options:

A.  

Read/Create/Edit access

B.  

Read access

C.  

No access

Discussion 0
Questions 16

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?

Options:

A.  

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

B.  

Use different Page Layouts per case type, each representing the relevant fields per case type.

Discussion 0
Questions 17

Universal Containers (UC) has a custom Apex class that enforces a business process and updates opportunities. UC has noticed that fields with Field-Level Security permission of Read- Only on certain users ' profiles are being updated by this class. How should the architect fix this problem?

Options:

A.  

Add the With Sharing keyword to the class.

B.  

Put the code in an inner class that uses the With Sharing keyword.

C.  

Use the isUpdateable() Apex method to test each field prior to allowing update.

Discussion 0
Questions 18

Universal Containers requested to leverage Lightning Web Components (LWC) to improve support reps ' user experience. LWC will be used as view layer, and Apex classes will have the business logic. Which attention points should the development team consider when implementing this solution?

Options:

A.  

Once that Apex runs on system mode, the development team needs to enforce record visibility.

B.  

Create test classes including runAs to test different users accessing the data.

C.  

Use isAccessible(), isUpdateable(), and isCreateable() to enforce field permissions.

Discussion 0
Questions 19

Universal Containers (UC) sales managers are complaining that they cannot access their teams ' Shipment records (a custom object). Initially, the admin suggested that this is happening due to a misconfigured Role Hierarchy (Shipment organization-wide default is Private). After investigation, they determined the Role Hierarchy for these users is correct. What is the reason why UC sales managers are unable to see shipment records?

Options:

A.  

The Grant Access Using Hierarchies option on Shipment Sharing Settings was incorrectly disabled by the admin.

B.  

The Role Hierarchy implicit sharing was incorrectly disabled by the admin.

C.  

The Ownership-based sharing rule for Shipment was incorrectly disabled by the admin.

Discussion 0
Questions 20

Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and sales managers report to the VP of Sales. Sales operations currently spends a few hours each month updating users that should have access to edit reports and dashboards in these folders. How should UC grant access to sales managers to automate access to these Public Reports and Dashboards folders?

Options:

A.  

Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.

B.  

Share the folders with the Sales Managers profile.

C.  

Share the folders with a " Sales Managers " public Group.

Discussion 0
Questions 21

Universal Containers service reps are assigned to a profile that has View All on the Case object. The organization- wide default (OWD) for the Account and Case objects is Private. To make sure service reps have access to all relevant information (Accounts and Contacts) to attend to customer requests, which detail should a Platform Sharing and Visibility Architect consider?

Options:

A.  

Service reps will not be able to access the relevant Accounts if their OWD is Private.

B.  

Service reps will not be able to access the relevant Contacts if their OWD is Controlled by Parent.

C.  

Service reps will be able to access the relevant Contacts if their OWD is Controlled by Parent.

Discussion 0
Questions 22

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?

Options:

A.  

Create an ownership-based sharing rule to grant access to the distributor.

B.  

Create a criteria-based sharing rule to grant access to the distributor.

C.  

Set the External OWD to Private for the Delivery object.

Discussion 0
Questions 23

Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALL scheduled courses owned by the operation users team. How should this be achieved?

Options:

A.  

The operations manager will get access to the scheduled courses by creating an ownership- based sharing rule and share the scheduled courses with the operations manager.

B.  

The operations manager will get access to the scheduled courses owned by the operations users team defined in the Role Hierarchy.

C.  

The operations manager will get access to the scheduled courses by creating a public group, and add the operations manager and the operations users team to the public group.

Discussion 0
Questions 24

Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities. These list views should only be available to certain executives who specialize in closing problematic deals. What should UC do to solve this requirement?

Options:

A.  

Share the list views with the appropriate role in the Role Hierarchy.

B.  

Share the list views with the appropriate individual users.

C.  

Share the list views with the appropriate Public Group.

Discussion 0
Questions 25

Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Some distributors requested granting specific community users (agents) to view cases submitted by other agents of the same distributor. Which feature only supports these requirements?

Options:

A.  

Permission set to grant community admin permission

B.  

Delegate external user

C.  

Partner super user

Discussion 0