Set 1 - 7
Set 1 - 7
Congratulations! You have successfully completed the certification exam to become a Salesforce Certified SI
Which attention points should the development team consider when implementing
this solution?
s© Once that Apex runs on system mode, the development team necds to enforce record visibility.
B.© Create test classes including runAs to test different users accessing the data.
c.O Use isSharesble, isEditable, and isCreatable to enforce field permissions.
Beview on
59 of 60. Universal Containers has expanded to sell virtual containers for data
storage. Virtual container work orders are provisioned immediately by the system and
therefore cannot be changed by a sales rep.
A. oS Trnplernent « sharing ule that changes access for sll Work Orders to Read.
6. oO Change the Record Type/Page Layout assignment for Work Orders to Read Only.
c©® Remove the Work Order Edit permission from the Sales Representative profile.
Which level of access will the sales rep have to the related Account record?
AO Read access
s© Read/Create/Edit access
©.E© No access
57 of 60. Which method should be used to grant an unrelated group of users access
to a set of records?
56 of 60. Universal Containers implemented Sales Cloud and requested that sales
agents have access to products and prices the company sells, and to be able to create
opportunities for its customers.
A. oO Public Read-Only
B.© View
c©® Use
sie sick Sh
55 of 60. Universal Containers (UC) has 200 distributors that use Partner Community
licenses. Partners cannot see each other's data, but UC is also trying to give more
visibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and
container records for partner users at the same distributor?
B.© Give Super User permission to the individual partner manager users.
C.E Create sharing sets.
Assuming managers have Read access to the Feedback object, which three steps are
necessary to solve these requirements?
A.E Remove Read permission on the Driver profile, have feedback ownership transferred to the driver
when feedback is submitted, and create an ownership-based sharing rule.
B Remove Read permission on the Driver profile, have feedback ownership transferred to the driver's
manager when feedback Is submitted, and use the Role Hierarchy to give access to a driver's
rianiager.
C.E Remove Read permission on the Driver profile, have feedback ownership transferred to the driver
when feedback is submitted, and use the Role Hierarchy to give access to a driver's manager
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. SS Use Account teams and Case teams. No configuration required for the Opportunity object.
& oO Use Account teams and sharing rules to share cases with sales associates. No change required to the
Opportunity object.
51 of 60. A banking company uses a VIP Flag in the Contact Object that they want
only Private Banking Reps to see.
A.E Change the type of vip Flag field to a picklist, define a new record type for the Contact Object and
make the picklist field available for Editing.
B. oO Define a page layout for Contact Object and add the VIP Flag field for that layout. Remove the VIP
Flag field trom other layouts.
z(o)) Set the Field Level Security for the VIP Flag field so that it is visible to Private Banking Rep Profile.
a = Sh
52 of 60. A sales rep at Universal Containers was added to an opportunity team with
Read/Write permissions.
50 of 60. 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.
A Sales engineers and their managers in the Role Hierarchy will also have access to these records.
B. (eb Subordinates of managers who have sales engincers in the public group will also have access to
these records.
c. oO 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.
A. oO 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.
A.©} Give the View All Data permission to the Sales Reporting profile.
B. | Create # permission set that grants the View All Data permission.
c©® Create a permission sct that grants the View All permission for Opportunity.
A (>) Use Classic Encryption to censure all ficlds are protected and contact Salesforce for help with
encryption verification.
B. oO Use Encryption Policy and wait for an email from Salesforce indicating the field values are encrypted.
5c©® Use Encryption Policy and contact Salesforce to update the existing records so that their field values
are encrypted.
45 of 60. 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 bc considered.
Bb. oO Create a new record in _Share object with RowCause “Manual”.
<©® Create 4 specific Apex Sharing Reason for the custom object.
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. (eb Add the auditors to the default Opportunity Team.
C.E© Put the auditors at the highest level of the Role Hierarchy.
a = Sh
43 of 60. A sales coach at Universal Containers wants to create and share a report
folder with other sales coaches.
Which feature did the development team miss that is causing the problems?
Submit Exan
41 of 60. 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.
A. oO 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 torm tactors.
°<©® Use Dynamic Form to define different field sections applicable for different form factors of devices.
39 of 60. A consulting company uses the Salesforce mobile app for its field
consultants and uses Case object to track customer specific consulting done by field
consultants. The company also has a large number of customer service
representatives who takes calls from customers on company issued desktops and
uses case object to track customer issues and grievances. The company would like to
capture images of customer site captured by field consultants while they are editing
the case record during customer site visit. The Director of IT wants to minimize
customization and promote reuseability of code artifacts wherever possible.
A. oO Use Lightning Component as an override for “Edit” action on mobile view allowing image capture
feature. No Change required for desktop users.
B. Use Lightning Component as an override for “Edit” action on lightning experience allowing image
capture feature. Detect the form factor of the device and redirect the user to the default not
overridden view,
ox oO Create a separate button “Edit in Mobile”, which opens a custom lightning component that will allow
field consultants to add an image. No change required for desktop users.
Salesforce Certified Sharing and Visibility Architect
38 of 60. Universal Containers (UC) delivers training and courses to students and
companies. UC is implementing a Salesforce Customer Community for its students
granting them a Customer Community license. As part of the community
requirements, UC asked to give students access to cases that are related to their
account in the UC community.
37 of 60. 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 reorganize
the roles and reassign account owners.
Which feature should an architect recommend to avoid problems with this operation?
A.E©} Existing AccountShare record is updated. Row Cause is "Manual” and Access Level is "Read/Write".
5© New AccountShare record is created. Row Cause is “Manual” and Access Level is “Read/Write”.
C.© New AccountShare record is created. Row Cause is “Owner” and Access Level is "Full".
35 of 60. 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.
A oO 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.
Submit Exar
Salesforce Certified Sharing and Visibility Architect
What is the optimal way to grant only those sales reps access to the new functionality,
while hiding the legacy functionality?
© Clone the Sales Rep profile, adjust settings, and assign the pilot users the new profile.
8.© Revoke access to legacy functions in the Sales Rep profile and create a permission sct for the new
functionality.
C.E© Create @ permission set to grant access to the new functionality and hide the old functionality.
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Salesforce Certified Sharing and Visibility Architect
32 of 60. 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.
A. (@) The AR profile does not have Read permission to the Invoice object.
B. Asharing rule is missing to share accounts with the AR tearm.
Cc. (@) A sharing rule is missing to share invoices with the AR team,
31 of 60. Universal Containers (UC) has affiliates who sell containers in countries
where UC does not have a local office. UC uses a Partner Community to manage the
sales cycle in those countries. One of its affiliates has grown substantially and
restructured its internal sales team with the following structure: Sales VP —> Director
of Sales —> Sales Manager —> Sales Reps. Sales Reps should not see each others’
opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.
A.E© The Channel Manager role cannot be shared with Partner Comemunity.
5© Partner User roles arc limited to three Ievels.
c oO Partner Community does not support Role Hierarchy.
29 of 60. 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?
28 of 60. 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.
A Forms with different field sections representing the relevant fields per case type, and
control visibility of sections by Case Record Type value.
B. oO Use different Page Layouts per case type, each representing the relevant fields per case type.
. oO 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.
27 of 60. 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.
A. oO Trigger: on Case ta lookup and share to the manager of an Assigned Agent custom field (the subject
of the complaint) using Apex Managed Sharing.
B. oO Critena 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.
“© Case is owned by the subect of the complaint, so their manager im the role hierarchy cen access Lhe
record. CRED permission are removed on Case so the agent carmel read the case record.
26 of 60. 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?
A Share the list views with the appropriate role and internal subordinates.
B. ) Share the list views with the appropriate individual users,
©.© Share the list views with the appropriate queue.
24 of 60. 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 reorganize
the roles and reassign account owners.
Which feature should an architect recommend to avoid problems with this operation?
23 of 60. 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.
22 of 60. Universal Containers is implementing Sales Cloud. During the final quarter
of the financial year, sales managers help each other close deals. They requested a
solution in Salesforce to allow them to share opportunities with other sales managers
from different teams as needed. They also requested that sharing deals should expire
automatically 2 weeks after the new fiscal year starts.
Submit Exam
With the organization-wide default on Account set to Private, how should the architect
meet these requirements?
© Create 2 criteria-based sharing rule giving the Retail Sales role access to Accounts of type
PersonAccount.
B. oO 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.
A.© Give Edit rights to the Presentation record via a Permission sct 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©® Trigacr on Presenter junction object that uses Apex Managed sharing to add or remove access to the
related Presentation record,
19 of 60. Sales reps at Universal Containers sometimes create large files as a part of
the sales process that are too large to share over email. They would like users to be
able to share files with customers, but the CISO has requested that any file links
shared must be password-protected.
18 of 60. Which functionality does the system method "runAs()" verify when writing
test methods?
17 of 60. Which advanced tool should Salesforce enable for large-scale Role
Hierarchy realignments?
What is the optimal option to give dealer managers visibility to customer cases only
raised by their service agents?
A. oO Use the Role Hierarchy so that the cases raised by service agents will be visible to their relevant
dealer managers.
8.© Create a sharing rule to share cases created by service agents with their dealer manager.
fr) Create @ sharing group to share cases created by service agents with their dealer manager.
A.© Use isSharesble keyword in Apex classes to assure record visibility will be followed.
5© 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.
14 of 60. Universal Containers uses 75,000 distributors that have close to 1 million
total users. Distributors need to use the community to see closing opportunities
assigned to their distributor for delivery.
Which approach should an architect recommend to limit the records a distributor can
see?
12 of 60. 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.
A.E© Arole-based shanng rule is missing and should be added for the sales user's role to grant access to
the fields.
B. The Sales Users protile does not have access to the remaining fields.
€.© The page layout assigned to Sales User profile has only Read-Only access to the fields.
ny
Salesforce Certified Sharing and Visibility Architect
11 of 60. 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?
A. oO Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.
5© Share the folders with the Sales Managers profile.
©.© Share the folders with a "Sales Managers” Public Group.
10 of 60. Who can view a PDF that is uploaded to the Files Home private library by a
user?
9 of 60. 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.
© 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. oO The operations manager will get access to the scheduled courses owned by the operations users
team detined in the Role Hierarchy.
cK oO 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.
8 of 60. Universal Containers (UC) would like to store an encryption key within
Salesforce for use in Apex code, but it does not want users to be able to see this
confidential key. Users require the view setup permission.
A. oO Create # custorn metadata type that stores the encryption key. Make sure that only the admin profile
has access to the custom metadata type so that end users cannot access the encryption key.
&B.© Create a protected custom metadata type that stores the encryption key. Package the protected
custom metadata type with its associated records in an unlocked package. Install the package in the
production org.
“© Create a protected custorn metadata type that stores the encryption key. Package the protected
custom metadata type with its associated records in a managed package. Install the package in the
production org.
7 of 60. 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.
ES “
Salesforce Certified Sharing and Visibility Architect
6 of 60. 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.
A Share the list views with the appropriate role in the Role Hierarchy.
B. ) Share the list views with the appropriate individual users.
©.© Share the list views with the appropriate Public Group.
Review tit
5 of 60. 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?
A.© The Role Hierarchy implicit sharing was incorrectly disabled by the admin.
B.© The Ownership-based sharing rule for Shipment was incorrectly disabled by the adrnin.
Cc The Grant Access Using Hicrarchics option on Shipment Sharing Scttings was incorrectly disabled by
the admin.
4 of 60. 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?
3 of 60. Which option can be selected to share data when creating a sharing rule?
A.E©} users
B. oO Preofiles
c©™ Roles
2 of 60. 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?
A. oO Rernove Create, Read, Edit, and Delete frorn Manager profiles and permission sets.
B. oO Use Apex sharing to remove NPS object share records for Manager profiles.
z(e)) Set organization-wide default to Private and uncheck the Access Using Hierarchies option for the NPS
object.
1 of 60. 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.