Salesforce SHARING-AND-VISIBILITY-ARCHITECT (page: 3)

Salesforce Certified Sharing and Visibility Architect

Updated 17-Apr-2026

A sales rep at Universal Containers (UC) has manually shared an Opportunity record with

internal pre-sales users. After some time, the sales rep moved to another position and all opportunities records that were owned were transferred to a new sales rep.
What happened to the internal pre-sales users access to the opportunity?

  1. They still have access to the record due to inherited sharing.
  2. They still have access to the record due to implicit sharing.
  3. They will no longer have access to the record.
  4. They still have access to the record due to team access.

Answer(s): C



By default, how many roles are created when the first external user is created on a partneraccount?

  1. 0
  2. 3
  3. 2
  4. 1

Answer(s): B



To reduce the case time resolution and improve customer satisfaction, Universal Containers (UC) wants to allow specialized marketing consultants to have edit access to Case records of VIP customers. These casts should be visible only to the support rep who
owns the case and the marketing consultants.

Which recommendation should a Salesforce architect give to allow this scenario?

  1. Case organization-wide default Private and Account Team with Read/Edit permission.
  2. Case organization-wide default Public Read Only and Case Team with Read permission.
  3. Case organization-wide default Private, role hierarchy, and Read Only ownership-based sharing rule.
  4. Case organization wide default Private and Case Team with Read/Edit permission.

Answer(s): D



A custom invoice object has been created with a master-detail relationship to account. The

Account receivable (AR) team needs access to Invoices AR users do not own nor have access

to Account records. Account OWD is set to Private. The AR team is unable to find Invoices in

List views, Reports, nor in Global Search. The Architect has been asked to help troubleshoot.

What could be the issue preventing AR team members from seeing invoices?

  1. A sharing rule is missing to share Invoices to the AR team.
  2. The AR team profile needs to be assigned an Invoice Page layout.
  3. A sharing rule is missing to share Accounts to the AR team.
  4. The Accounts receivable profile does not have read Permission to the Invoice Object.

Answer(s): C



Universal Containers (UC) operates worldwide with offices in more than 100 regions in 10 different countries role hierarchy to control data visibility. In the new fiscal year, UC is planned to reorganize the roles and reassign accounts owners.
Which two points should an architect consider in this situation?

Which two point should an Architect consider in this situation?
Choose 2 answers

  1. Using a temporary parking lot account to improve performance.
  2. Changing complex role hierarchy can cause a high level of sharing recalculation.
  3. Restricting the organization-sharing configurations to private.
  4. Replacing Account records ownerships massively can cause data skew.

Answer(s): B,D



At Universal Containers there is a team of auditors distributedthrough the organization that all need access to high-value Opportunities.

With a private sharing model, which two option should an architect recommend when designing a solution for this requirement?

Choose 2 answers

  1. Put the auditors as the highest level of the role hierarchy.
  2. Add the auditors to the default Opportunity Team.
  3. Create a criteria-based sharing rule to give access to the public group for high-value Opportunities.
  4. Create a public group and assign the Auditors to the group.

Answer(s): C,D



Universal Containers (UC) provides shipment tracking for its customers on a custom Shipment object. The .. yearly by the customers should be available on the Account record to the Marketing team, but the Marketing Shipment records.

Whatrecommend should an Architect provide to accomplish this?

  1. Public organization-wide default on Shipment, process builder, and lookup relationship to Account.
  2. Private organization-Wide default on Shipment, rollup summary, and Master-Detail relationshipto Account.
  3. Controlled by Parent (Account) on Shipment, trigger, and trigger, and Master-Detail relationship to Account.
  4. Private organization-wide default on Shipment, trigger, and Lookup relationship to
    Account,

Answer(s): D



After testing and deploying a new trigger that does creates a related order when a opportunity is closed, the Architect begins complaints of permission error messages appearing when closing an opportunity.

How did this error occur?

  1. The trigger should be using RunAs() when creating the order.
  2. Trigger is using IsCreateable() Apex method and the user doesn't have create permission on the Oder object.
  3. The trigger handlers class does not use any sharing keywords and the user not have access to the orders related to the opportunity.
  4. The trigger handler class is using ''with sharing'' and the user does not have access to the orders related to the opportunity.

Answer(s): D



Page 3 of 28

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