Salesforce Sharing and Visibility Architect Exam Prep
UPDATED for 2025: Exam-Based Questions to Help You Earn the Certification on Your First Attempt
Salesforce Sharing and Visibility Architect Exam Prep free download
UPDATED for 2025: Exam-Based Questions to Help You Earn the Certification on Your First Attempt
About the Salesforce Sharing and Visibility Architect Credential
The Salesforce Certified Sharing and Visibility Architect credential is designed for professionals who evaluate, design, and implement secure, scalable security solutions on the Salesforce Platform. It is intended for architects, administrators, and analysts with experience building complex security models and communicating design choices to both technical and business stakeholders.
Key Competencies for Exam Success
To perform well in this exam, candidates should be able to:
Develop security and sharing models in Salesforce to address complex business requirements.
Explain system design decisions, including their advantages, limitations, and trade-offs for various use cases.
Determine when to utilize standard Salesforce features versus custom solutions for advanced security needs.
Target Audience
This exam is ideal for professionals who:
Have 2–3 years of Salesforce experience and 4–5 years of designing and implementing advanced security models.
Understand data security methods, policies, and compliance requirements for sensitive data (e.g., PCI, PII, HIPAA).
Work in roles such as Advanced Administrator, Solution Architect, Technical Architect, or Advanced Business Analyst.
Skills Expected of Candidates
A qualified candidate can:
Configure sharing rules, including ownership-based and criteria-based rules.
Design and assess object relationships to understand their impact on sharing.
Explain how organization-wide defaults, role hierarchies, profiles, and permission sets influence record access.
Recognize the limitations of declarative tools and determine when custom solutions like Apex sharing are needed.
Address security considerations for dashboards, Apex, Visualforce, and other tools that run in specific user contexts.
Secure files, reports, dashboards, and Big Objects for large data volumes (LDVs).
Extend sharing solutions to external users, including customers, partners, and guest users.
Evaluate and test security models to ensure performance, scalability, and reliability.
Recommend appropriate solutions for managing access with groups, teams, territory management, and sharing sets.
Areas Where Candidates May Need Guidance
Candidates may require additional support with:
Implementing tokenization strategies for data security.
Managing security considerations for non-core platforms like AppExchange and Heroku.
Understanding advanced security concepts such as SSL, RSA, and off-platform data security.
Addressing performance and scalability challenges in LDVs with complex sharing models.
Handling advanced security scenarios involving highly sensitive data (e.g., PCI, PII, HIPAA).
What the Exam Does Not Cover
Candidates are not expected to:
Design highly complex role hierarchies.
Measure or predict LDV security design impacts.
Document or analyze legal compliance requirements for sensitive data.
Design security solutions for organization mergers.
Exam Outline
The Salesforce Sharing and Visibility Architect Exam measures a candidate’s knowledge and skills related to the following objectives.
Permissions to Standard Objects, Custom Objects, and Fields: 27%
Given a scenario, recommend the right level of object permissions needed to provide the appropriate access to a set of users.
Given a scenario, recommend the correct level of field permissions needed to provide the appropriate access to a set of users.
Given a scenario, recommend the appropriate mechanism to hide data at the user interface level.
Given a scenario, determine the appropriate access controls to protect sensitive data (for example, PCI, PII, or HIPAA).
Given a scenario, recommend the appropriate programmatic solution to ensure security settings are enforced.
Access to Records: 39%
Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records.
Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements.
Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements.
Given a set of conditions, determine how groups can support the record access requirements.
Given a set of conditions, determine how teams can support the record access requirements.
Given a set of conditions, determine the correct object relationships that support record access sharing requirements.
Given a set of conditions, determine how programmatic sharing supports the record access requirements.
Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.
Given a set of conditions, determine how record access overrides support the record access requirements.
Access to Other Data: 16%
Given a scenario, determine the appropriate access control needed to grant access to data that is not standard or custom objects.
Implications of Security Model Choice: 18%
Given a scenario, determine the scalability implications of the sharing solution.
Given a set of conditions, determine the license limitations that will impact the intended sharing solution.
Given a set of conditions, determine how to test the sharing model.
