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Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205) Question and Answers

Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205)

Last Update Sep 18, 2025
Total Questions : 77

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Questions 1

A custom ServiceFeedback object is used to collect partner feedback.

ServiceFeedback records should be available to all internal employees. The organization-wide default (OWD) is set to Private for external users so partners cannot see feedback from other partner users.

How should the architect give access to all internal employees?

Options:

A.  

Create an owner based sharing rule for all Service Feedback records owned by partners.

B.  

Ensure all the internal users are above the partners in the Role Hierarchy.

C.  

Set the OWD for Internal Users to Public Read-Only.

Discussion 0
Questions 2

Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganizethe roles and reassign account owners.

Which feature should an architect recommend to avoid problems with this operation?

Options:

A.  

Partition data using Divisions

B.  

Skinny table

C.  

Deferred Sharing Recalculation

Discussion 0
Questions 3

Dreamforce presenters need to be able to edit their presention details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junctionobject 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 tothe related Presentation record.

Discussion 0
Questions 4

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

Options:

A.  

Customer CommunityPlus

B.  

Customer Community

C.  

Partner Community

Discussion 0
Questions 5

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

Options:

A.  

The user and users above themin the Role Hierarchy

B.  

The user and users with View All Data permission

C.  

Only the user

Discussion 0
Questions 6

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?

Options:

A.  

The report owner

B.  

The report owner and any users who have been given access to the “My Private Reports” folder

C.  

The report owner and users with the View All Data permission

Discussion 0
Questions 7

Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agentswho 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?

Options:

A.  

Create a sharing set to share distributor accounts with agents using account contact relationship.

B.  

Use Apex sharing to share distributor accounts with agents using the Account__Share table.

C.  

Create sharing rules to share distributor accounts with agents.

Discussion 0
Questions 8

Universal Containers would like to control access to records and objects according to the following business requirements: Sales users can view all accountrecords but only edit their own records. Sales managers can view all account records but only edit records of their team. Service users canview all account records thatare not marked with a RecordType of Prospect.

Which organization-wide default configuration should an architect recommend to fulfill these requirements?

Options:

A.  

Public Read Write

B.  

Public Read/Transfer

C.  

Private

Discussion 0
Questions 9

Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager inthe U.S. is complaining that he cannot view account records of the same segment in Canada.

What should UC do to grant access properly?

Options:

A.  

Create an owner-based sharing rule to grant access to account records, that have the same segment, to all sales manager roles.

B.  

Create a public group and include all accounts of the same segment, and then grant access with a permission set.

C.  

Change the Role Hierarchy and put all the sales managers in the U.S. and Canada in the same role.

Discussion 0
Questions 10

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?

Options:

A.  

Create 2 Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.

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.  

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.

Discussion 0
Questions 11

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 SO list views?

Options:

A.  

Share the list viewswith the appropriate individual users.

B.  

Share the list views with the appropriate queue.

C.  

Share the list views with the appropriate public group.

Discussion 0
Questions 12

Universal Containers created a public group with certain sales engineers to help on complex deals, as well as a sharing rule to grant access to these opportunities. The Opportunity organization-wide default is Private.

What is the impact of these sharing settings?

Options:

A.  

Sales engineers and their managers in the Role Hierarchy will also have access to these records.

B.  

Subordinates of managers who have sales engineersin the public group will also have access to these records.

C.  

Other sales engineers who are in the same Role Hierarchy as the sales engineers of the public group will also have access to these records.

Discussion 0
Questions 13

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?

Options:

A.  

Use "With Sharing” keyword to make sure record visibility will beconsidered.

B.  

Create a new record in _Share object with RowCause “Manual”.

C.  

Create aspecific Apex Sharing Reason for the custom object.

Discussion 0
Questions 14

Universal Containers (UC) has a custom object to track the internal net promoter score (NPS) for all of its employees. The manager is in the role above the owner and there are no sharing rules on the object.

How should UC ensure that NPS records cannot be accessed by the owner's manager?

Options:

A.  

RemoveCreate, Read, Edit, and Delete fromManager profiles and permission sets.

B.  

Use Apex sharing to remove NPS object share records for Manager profiles.

C.  

Set organization-wide default to Private and uncheck the Access Using Hierarchies option for the NPS object.

Discussion 0
Questions 15

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 Role Hierarchy and create sharing rules.

B.  

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

C.  

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

Discussion 0
Questions 16

Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC can see the records in search layout, but when they click to viewthe detail, only record name, created date, and last modified date are shown. When the system admin accesses it, he or she sees the full record detail with many more data fields.

What is the likely cause of this issue?

Options:

A.  

A role-based sharing rule is missing and should be added for the sales user's role to grant access to the fields.

B.  

The Sales Users profile does not have access to the remaining fields.

C.  

The page layout assigned to Sales User profile has only Read-Only access to the fields.

Discussion 0
Questions 17

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.  

Leverage default Account team.

C.  

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

Discussion 0
Questions 18

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 havebeen established, each with aunique 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.

C.  

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.

Discussion 0
Questions 19

Which method should be used to grant an unrelated group of users accessto a set of records?

Options:

A.  

Role Hierarchy

B.  

Sharing Sects

C.  

Public Groups

Discussion 0
Questions 20

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 retailcustomers.

With the organization-wide default on Account set to Private, how should the architect meet these requirements?

Options:

A.  

Create 2 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 roles records owned by retail sales reps.

C.  

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

Discussion 0
Questions 21

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-widedefault 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?

Options:

A.  

The AR profile does not have Read permission to the Invoice object.

B.  

A sharing rule is missing toshare accounts with the AR team.

C.  

A sharing rule is missing to share invoices with the AR team.

Discussion 0
Questions 22

Universal Containers (UC) uses a custom Lightning component with anApex class to display shipment information (custom object, Private organization-widedefault). UC sales managers are complaining abouttwo important points: Shipmentrecords that belong to their teams can be seen by other users. Shipment amountshould 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?

Options:

A.  

Use isShareable keyword in Apex classes to assure record visibility.

B.  

Use isAccesible() method in Apex classes to check field accessibility.

C.  

Use runAs in test class toenforce user permissions and field level permissions.

Discussion 0
Questions 23

Universal Containers implemented Sales Cloud and requested that only certain branch staff trained to sell high-risk products can create opportunities for high-risk products.

How should an architect allow only specific branch staff to sell high-risk products?

Options:

A.  

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

B.  

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

C.  

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

Discussion 0