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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location.
Which options should be used together to achieve the requirements?

A) Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.
B) Configure Role Hierarchy and create sharing rules.
C) Configure organization-wide defaults of the Account object and create sharing rules.

2. 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.
How can this be accomplished?

A) Utilize an AppExchange product for delivering password protected files to customers
B) Set up an Experience Cloud site for customers to access files and share the file with customers via Chatter. Customers can then log in ta the site to access the content.
C) Create a content delivery; during creation, the user should select the option to require 3 password to access content.

3. A sales rep at Universal Containers was added to an opportunity team with Read/Write permissions.
Which action is she allowed to perform in the opportunity?

A) Replace opportunity owner.
B) Add/remove members in the opportunity team.
C) Update opportunity stage.

4. 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 group to share cases created by service agents with their dealer manager.
B) Create a sharing rule 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.

5. 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.
How is this accomplished?

A) Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record.
B) 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.
C) Criteria 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.

Solutions: