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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities, These list views should only be available to certain executives who specialize in closing problematic deals.
What should UC do to solve this requirement?

A) Share the list views with the appropriate role in the Role Hierarchy.
B) Share the list views with the appropriate Public Group.
C) Share the list views with the appropriate individual users.

2. A company intends bring work from anywhere culture in a bid to improve productivity. Their sellers use wide variety of devices with different form factors. The company currently uses one page layout to display opportunity record details to the sellers. The Regional Vice President of Sales is complaining about incorrect alignment of data in opportunity records, making it difficult for some sellers.
Which steps are recommended to rectify this?

A) Use Dynamic Form to define different field sections applicable for different form factors of devices.
B) Use a custom LWC override for Opportunity view action, identify form factor onLoad action and display relevant layouts based on form factors.
C) Use a visualforce override for Opportunity view action, identify the form factor onLoad action and display relevant layouts based on form factors.

3. 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 a Criteria Based Sharing Rule that shares to the Legal Public Group when the "legal assistance needed?" field is checked.
B) Create an Criteria Based Sharing Rule that shares to the Corporate Legal Tear Role when the "legal assistance needed?" field is checked.
C) Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.

4. Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.
Which organization-wide default (OWD) approach should be recommended to help UC implement these requirements?

A) Implement a Private OWD on Lead.
B) Implement a Public Read Only/Transfer OWD on Lead.
C) Implement 2 Public Read-Only OWD on Lead.

5. Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager in the U.S. is complaining that he cannot view account records of the same segment in Canad a.
What should UC do to grant access properly?

A) Create a public group and include all accounts of the same segment, and then grant access with a permission set.
B) Change the Role Hierarchy and put all the sales managers in the U.S. and Canada in the same role.
C) Create an owner-based sharing rule to grant access to account records, that have the same segment, to all sales manager roles.

Solutions: