Salesforce SHARING-AND-VISIBILITY-ARCHITECT (page: 4)

Salesforce Certified Sharing and Visibility Architect

Updated 17-Apr-2026

Universal Containers uses personaccounts to represent retail customers and business accounts to represent commercial customers. The Retail Sales team should not have access to commercial customers but have access to ALL retail customers.

With organization-wide default on Account set toPrivate, how might the architect meet these requirements?

  1. Give View All access for Accounts to the Retail Sales profile.
  2. Update Retail Sales profile to grant access to Person Account record type.
  3. Create an owner-based sharing rule onAccountContactRelation to grant access to at account contact roles records owned by sales reps.
  4. Create a criteria-based sharing rule giving Retail Sales role access to Accounts of type PersonAccount.

Answer(s): D



Universal Containers (UC) has recently changed its internal policy to follow market regulations and create an internal team to manage the collection process. Only this team should have access to Invoke records. currently, invoke is a child in a Master-Detail relationship to Account. Although related lists have been removed from the page layouts, some profiles stills have access to the invoice object.

Which approach should an architect recommend to fix this problem?

  1. Create a new Profile with no access to the Invoice object and assign it to all unauthorized users.
  2. Create a Permission Set with No Access to the Invoice object and assign it to unauthorized users.
  3. Replace Account and Invoke Master Detail Relationship by a Lookup and remove Invoice Access from the unauthorized profiles,
  4. Change the Invoke organization-wide default from Controlled by Parent to Private and remove invoke access from theunauthorized

Answer(s): C



Universal Containers (UC) has a custom Apex class that enforces a business process and updates opportunity field-level security permissions of read only certain user's profiles are being updated by their class.

How should the architect fix this problem?

  1. Put the code in an class that uses the With Sharing keyword.
  2. Use the IsUpdateable() Apex method to test each field prior to allowing updates.
  3. Use the With SECURYT_ENFORCED keyword in the SOQL statement.
  4. Add With Sharingkeyword to the class.

Answer(s): C



Universal containers (UC) has a partner community for its 200 distributors. UC customer accounts are .. organization-wide default setting for the custom Delivery object is private.

How can an architect advise UC togrant all users at a distributor access to delivery records
for all customer distributor?

  1. Create a Sharing set for the Distributor profile to grant access to the Delivery object.
  2. Create a criteria-based sharing rule that shares delivery records matching the Distributor to user distributor.
  3. Give ownership of the delivery record to a distributor user.
  4. Create a criteria- based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.

Answer(s): A



The sales manager in Japan have asked the sales manager in Australia to assist them with closing their deals.

How are these requirements achieved?

  1. Use sharing set to give the sales manager access to the deals.
  2. Create ownership-based sharing rule.
  3. Use opportunity teams to automatically add the sales manager as a team member.
  4. Assign the sales manager View All on the opportunity object.

Answer(s): C



Universal Containers (UC) is implementing Sales Cloud. During the final quarter of the financialyear, 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 twoweeks after the new fiscal year starts.

Which two options to propose a solution to meet the requirements? Choose 2 answers

  1. Apex Sharing to share opportunities with sales managers.
  2. Scheduled Apex job to remove access.
  3. Opportunity team to share opportunities with sales managers.
  4. Sharing Rules to share opportunities with sales managers.

Answer(s): B,C



Universal Containers (UC) has created a public group with certain Sales Engineers to help on complex deals and a sharing rule to grant access to these opportunities. Opportunity OWD is private.

What is the impact of these sharing settings?

  1. Subordinates of Managers who have Sales Engineers in the public group will also have access to these records.
  2. Sales Engineers that have a similar role of the Sales Engineers of the public group will also have access to these records.
  3. Sales Engineers Managersand their managers in the role hierarchy will also have access to these records.
  4. Sales Engineers direct reports will also have access to these records.

Answer(s): C



Jane, 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?

  1. The report owner and any users who have been given access to the "My Private Reports" folder
  2. The report owner and anybody in the role hierarchy above the report owner
  3. The report owner
  4. The report owner and users with the "View All Data" permission

Answer(s): C



Page 4 of 28

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