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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Record Sharing Mechanisms | - Sharing configuration and automation
|
| Record Access Fundamentals | - Core sharing model concepts
|
| External User Data Access (Experience Cloud) | - External sharing considerations
|
| Organizational Structure and User Management | - Org-wide access settings and user hierarchy
|
| Content and Collaboration Security | - Secure access to shared content
|
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
Universal Containers implemented Sales Cloud and requested that sales agents have access to products and prices the company sells, and to be able to create opportunities for its customers.
What should the organization-wide defaults be for pricebook?
- A. Use
- B. View
- C. Public Read-Only
Correct Answer: A 🗳️
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. Use the Role Hierarchy so that the cases raised by service agents will be visible to their relevant dealer managers.
- B. Create a sharing rule to share cases created by service agents with their dealer manager.
- C. Create a sharing group to share cases created by service agents with their dealer manager.
Correct Answer: C 🗳️
Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and sales managers report to the VP of Sales. Sales operations currently spends a few hours each month updating users that should have access to edit reports and dashboards in these folders.
How should UC grant access to sales managers to automate access to these Public Reports and Dashboards folders?
- A. Share the folders with a "Sales Managers" Public Group.
- B. Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.
- C. Share the folders with the Sales Managers profile.
Correct Answer: C 🗳️
Universal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?
- A. Use different Page Layouts per case type, each representing the relevant fields per case type.
- B. Use Dynamic Forms with different field sections representing the relevant fields per case type, and control visibility of sections by Case Record Type value.
- C. Use a custom LWC to override the View action of the Case object, and a Custom Metadata Type to define the relevant fields per case type.
Correct Answer: B 🗳️
Universal Containers would like to control access to records and objects according to the following business requirements: Sales users can view all account records but only edit their own records. Sales managers can view all account records but only edit records of their team. Service users can view all account records that are not marked with a RecordType of Prospect.
Which organization-wide default configuration should an architect recommend to fulfill these requirements?
- A. Private
- B. Public Read Write
- C. Public Read/Transfer
Correct Answer: A 🗳️
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