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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. A company intends bring work from anywhere culture in a bid to improve productivity. Their sellers use wide variety of devices with different form factors. The company currently uses one page layout to display opportunity record details to the sellers. The Regional Vice President of Sales is complaining about incorrect alignment of data in opportunity records, making it difficult for some sellers.
Which steps are recommended to rectify this?

A) Use a custom LWC override for Opportunity view action, identify form factor onLoad action and display relevant layouts based on form factors.
B) Use a visualforce override for Opportunity view action, identify the form factor onLoad action and display relevant layouts based on form factors.
C) Use Dynamic Form to define different field sections applicable for different form factors of devices.

2. If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?

A) Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
B) Create an Criteria Based Sharing Rule that shares to the Corporate Legal Tear Role when the "legal assistance needed?" field is checked.
C) Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the "legal assistance needed?" field is checked.

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

4. A sales rep (John) at Universal Containers requested to update information in an account record where he has Read-Only access. John requested the Edit access permission from the owner of the record (Paul). Paul manually shared the record with John.
Assuming the organization-wide default of the Account object is Public Read-Only, what is the impact in the system?

A) New AccountShare record is created. Row Cause is "Owner" and Access Level is "Full".
B) New AccountShare record is created. Row Cause is "Manual" and Access Level is "Read/Write".
C) Existing AccountShare record is updated. Row Cause is "Manual" and Access Level is "Read/Write".

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

Solutions: