Salesforce Sharing & Visibility Architect Exam Guide

Salesforce Sharing & Visibility Architect Exam and Program Overview

The Salesforce Sharing & Visibility Architect Exam is a comprehensive assessment designed to evaluate the knowledge, skills, and capabilities of professionals who specialize in designing secure and scalable security models on the Force.com platform. This certification program is ideal for architects, analysts, and administrators who want to demonstrate their expertise in implementing effective data security and visibility solutions within Salesforce.

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The exam covers a range of key concepts that candidates should thoroughly understand to pass the certification. These include designing a robust security and sharing model based on complex requirements, articulating system design considerations, and providing recommendations for an optimal security architecture. Additionally, candidates should be well-versed in best practices and know when to utilize standard Salesforce functionality versus customizations for addressing intricate security requirements.

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To excel in the Salesforce Sharing & Visibility Architect Exam, candidates are encouraged to combine hands-on experience with comprehensive training and self-study. This multi-faceted approach ensures a deep understanding of the concepts and allows candidates to effectively communicate technical solutions to various stakeholders. By successfully completing this exam, professionals can showcase their proficiency in designing secure and scalable security models while upholding the highest standards of data protection and visibility.

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Overall, the Salesforce Sharing & Visibility Architect Exam and Program offer a valuable opportunity for professionals to demonstrate their expertise in creating robust security and sharing models within the Force.com platform. This certification not only validates their knowledge and skills but also equips them with the necessary tools to provide strategic guidance and implement effective security solutions that align with complex business requirements. With this certification, professionals can enhance their career prospects and contribute to the success of organizations using Salesforce.

Who is it for

The Salesforce Certified Sharing and Visibility Specialist certification is intended for individuals who work as architects, analysts, or administrators and are involved in designing secure and scalable security models on the Force.com platform. This certification validates the knowledge, skills, and capabilities of professionals who are responsible for ensuring data security and visibility within Salesforce.

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The certification is suitable for individuals who have a deep understanding of security and sharing concepts and are proficient in designing security models that meet complex requirements. These professionals should have the ability to effectively communicate technical solutions to technical stakeholders and provide a project delivery framework that ensures quality and success.

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Overall, the certification is targeted towards individuals who want to demonstrate their expertise in designing and implementing secure and scalable security and sharing models on the Force.com platform, and who are capable of making informed design decisions and recommendations based on best practices and system considerations.

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Key capabilities expected from the candidate include:

1. Designing and Implementing Sharing Rules: The candidate should be able to describe and implement both criteria-based and ownership-based sharing rules. They should understand how sharing rules impact record visibility and be able to architect appropriate object relationships considering sharing implications.

2. Understanding Org-Wide Defaults and License Types: The candidate should articulate how Org-Wide defaults impact the security model and be aware of how different Salesforce license types affect the sharing and visibility model.

3. Role Hierarchy and Profile/PermissionSet Configuration: The candidate should be able to explain the impact of the Role Hierarchy on security decisions and understand how Profile and PermissionSet configuration affect the security and sharing model.

4. Security Capabilities and Declarative Limitations: The candidate should articulate the different security capabilities related to record visibility, CRUD-based security, and record-level access. They should be aware of the limitations of declarative capabilities and know when a custom security solution is required.

5. Apex Sharing and "Run in Context" Tools: The candidate should understand Apex Sharing and know when it should be used. They should be able to articulate the security implications of using tools like Dashboards, Apex run as an Administrator, and VisualForce pages to expose aggregate data.

6. Performance and Scalability Considerations: The candidate should identify and mitigate performance and scalability concerns related to the recommended security solution. They should be able to determine performance issues and scalability with sharing for large data sets.

7. Extending Security to External Users: The candidate should know how to extend the security model to external users such as customers, partners, and guest users. They should understand the security considerations and configurations necessary for securing files, reports, dashboards, and Big Objects.

8. Test Process Development and Use Case Identification: The candidate should develop a test process to validate the security model and articulate use cases where features like territory management, account teams, sales teams, case teams, groups, sharing sets, and sharing groups should be used.

9. System Permissions and Security Concepts: The candidate should understand the correct system permissions needed to manage a security model in Salesforce. They should also be familiar with security concepts such as Least Privilege, Defense in Depth, and Failure Securely.

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While candidates may need assistance with certain topics such as tokenization strategy, off-platform data security considerations, and specific security constructs, they are expected to have a strong foundation in the above-mentioned key capabilities.

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Purpose of this Exam Guide

The purpose of this Exam Guide is to assist candidates in evaluating their readiness to pass the Salesforce Certified Sharing and Visibility Architect exam. It provides valuable information about the certification exam, including the target audience, recommended training and documentation, and a comprehensive list of exam objectives. The guide is designed to help candidates understand the exam requirements and prepare effectively to achieve a passing score.

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By providing detailed information on the exam content, the guide allows candidates to assess their knowledge and skills in the specific areas covered by the exam. It serves as a roadmap for candidates to identify their strengths and areas that may require further study or experience. The guide also emphasizes the importance of a combination of on-the-job experience and self-study in order to enhance the chances of success in the exam.

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Overall, the purpose of this Exam Guide is to serve as a valuable resource for candidates preparing for the Salesforce Certified Sharing and Visibility Architect exam, enabling them to plan and execute a comprehensive study strategy that aligns with the exam objectives and increases their likelihood of passing the exam.

About the Exam

This section provides important information about the Salesforce Sharing and Visibility Architect exam, ensuring you are well-prepared for the assessment.

• Content: The exam consists of 60 multiple-choice questions, testing your knowledge and understanding of Salesforce sharing and visibility concepts. These questions assess your proficiency in designing secure and scalable security models on the Force.com platform.

• Time Allotted: You will have a total of 120 minutes to complete the exam. Managing your time effectively is crucial to ensure you can carefully review and respond to all the questions within the given timeframe.

• Passing Score: To pass the exam and earn the Salesforce Sharing and Visibility Architect certification, you need to achieve a minimum passing score of 67%. This score reflects your competency in the areas of sharing and visibility architecture.

• Registration Fee: To register for the exam, a fee of USD 400 is required, subject to applicable taxes as required by local law. This fee covers the administrative costs associated with the exam registration process.

• Retake Fee: If you do not achieve a passing score on your first attempt, a retake fee of USD 200, plus applicable taxes as required per local law, will be applicable for subsequent attempts. It is advisable to adequately prepare for the exam to minimize the need for retakes.

• Delivery Options: The exam is delivered in a proctored format, which means it is conducted onsite at a designated testing center. For scheduling an exam, you can find more information by following the provided link.

• References: During the exam, you are not allowed to reference any hard-copy or online materials. The exam evaluates your knowledge and understanding based on your own expertise and understanding of the subject matter.

• Prerequisite: There are no specific prerequisites for taking the Salesforce Sharing and Visibility Architect exam. However, it is recommended that you have experience and expertise in Salesforce administration and security concepts.

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Understanding these details about the exam will contribute to a smoother and more successful examination experience. Be sure to familiarize yourself with the exam format, time limits, passing score, registration and retake fees, delivery options, reference limitations, and any recommended prerequisites to ensure you are well-prepared to tackle the challenges of the Salesforce Sharing and Visibility Architect exam.

Recommended Training and References

Recommended Training and References for the Salesforce Sharing and Visibility Architect exam include:

1. Hands-on Experience: Salesforce highly recommends gaining hands-on experience in designing and implementing security and sharing models on the Force.com platform. Practical experience allows you to apply theoretical knowledge in real-world scenarios and enhances your understanding of the concepts covered in the exam.

2. Training Course Completion: Taking training courses specific to sharing and visibility architecture can provide valuable insights and guidance. Salesforce offers various training programs, both online and in-person, that cover topics related to security and sharing. Completing these courses can help you build a strong foundation and broaden your understanding of the subject matter.

3. Trailhead Trails: Salesforce Trailhead is an interactive learning platform that offers a wide range of modules, trails, and projects to help you develop Salesforce skills. The "Architect Journey: Sharing and Visibility" trailmix is specifically recommended for self-study. It provides curated content and resources tailored to the exam objectives, allowing you to learn at your own pace and reinforce your knowledge.

4. Self-Study: Self-study is an important component of exam preparation. It involves independently researching, studying documentation, whitepapers, and other resources related to sharing and visibility architecture. Self-study enables you to delve deeper into specific topics, explore real-world use cases, and strengthen your overall understanding of the subject matter.

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By combining hands-on experience, training course completion, Trailhead trails, and self-study, you can enhance your readiness for the Salesforce Sharing and Visibility Architect exam. These resources provide a comprehensive learning experience, allowing you to develop the necessary knowledge and skills to design secure and scalable security models on the Force.com platform.

Exam Outline

Exam Outline for the Salesforce Sharing and Visibility Architect exam:

Permissions to Standard Objects, Custom Objects, and Fields (27%):

• Recommend the appropriate object permissions for a given scenario.

• Recommend the correct level of field permissions for a given scenario.

• Determine the mechanism to hide data at the user interface level.

• Determine the appropriate access controls to protect sensitive data (e.g., PCI, PII, or HIPAA).

• Recommend the appropriate programmatic solution to enforce security settings.

Access to Records (39%):

• Recommend the appropriate Organization Wide Defaults to restrict access to records based on given conditions.

• Leverage the Role Hierarchy to support record access requirements.

• Implement Sharing rules to support record access requirements.

• Utilize groups to support record access requirements.

• Utilize Teams to support record access requirements.

• Determine the correct object relationships to support record access sharing requirements.

• Use programmatic sharing to support record access requirements.

• Choose the appropriate sharing mechanism to share records with External Users.

• Utilize Record Access Overrides to support record access requirements.

Access to other Data (16%):

• Determine the access control needed to grant access to data that is not standard or custom objects.

Implications of Security Model Choice (18%):

• Assess the scalability implications of the sharing solution in a given scenario.

• Consider the license limitations that will impact the intended sharing solution.

• Develop a testing approach to validate the sharing model.

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The Salesforce Sharing and Visibility Architect exam evaluates a candidate's proficiency in designing secure and scalable security models on the Force.com platform. The exam covers various aspects, including defining object and field permissions, determining access controls, implementing sharing rules, leveraging groups and teams, understanding programmatic sharing, considering access to non-standard data, and evaluating the implications of the chosen security model. A solid understanding of these topics is crucial for designing effective sharing and visibility solutions.