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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. A junior account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.
What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?

A) Opportunity Team
B) Manual share on the opportunity
C) Manual share on the account

2. 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 in the U.S. is complaining that he cannot view account records of the same segment in Canad a.
What should UC do to grant access properly?

A) Create a public group and include all accounts of the same segment, and then grant access with a permission set.
B) Change the Role Hierarchy and put all the sales managers in the U.S. and Canada in the same role.
C) Create an owner-based sharing rule to grant access to account records, that have the same segment, to all sales manager roles.

3. 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 view the 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?

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 page layout assigned to Sales User profile has only Read-Only access to the fields.
C) The Sales Users profile does not have access to the remaining fields.

4. 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?

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.

5. Universal Containers (UC) service reps are assigned to a profile which 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 an architect consider?

A) Service reps will NOT be able to access the relevant Contacts if their OWD is Controlled by Parent.
B) Service reps will NOT be able to access the relevant Accounts if their OWD is Private.
C) Service reps will be able to access the relevant Contacts if their OWD is Controlled by Parent.

Solutions: