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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
1. A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
A) Set the Field Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth field Visible and Readonly to Banking Rep profile.
B) Create 2 Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.
C) Add Date of Birth field to the Search layout of the Contact Object. Modify the Page layout assigned to Customer Support Rep and add Date of Birth field as Required.
2. Which method should be used to grant access to an unrelated group of users?
A) Role Hierarchy
B) Public Groups
C) Sharing Sets
3. Universal Containers (UC) is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local dealers service containers. UC implemented a new Partner Community for its dealers. Each dealership has a dealer manager who manages the service agents. The communitysharing model is private.
What is the optimal option to give dealer managers visibility to customer cases only raised by their service agents?
A) Create a sharing rule to share cases created by service agents with their dealer manager.
B) Create a sharing group to share cases created by service agents with their dealer manager.
C) Use the Role Hierarchy so that the cases raised by service agents will be visible to their relevant dealer managers.
4. 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.
Which proposed solution meets the requirements?
A) Scheduled Apex job to remove access
B) Sharing rules to share opportunities with sales managers
C) Apex sharing to share opportunities with sales managers
5. 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) Create an Criteria Based Sharing Rule that shares to the Corporate Legal Tear Role when the "legal assistance needed?" field is checked.
B) Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
C) Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the "legal assistance needed?" field is checked.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: B |



