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Salesforce Plat-Arch-205 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implementation Best Practices10%- Follow security best practices for sharing architecture
- Recommend appropriate tools and documentation
- Plan for sharing model changes in large organizations
Topic 2: Sharing Architecture Basics8%- Explain the difference between Grant Access Using Hierarchies and manual sharing
- Define the core components of the sharing model
- Describe the layers of role hierarchy
Topic 3: Object-Level and Field-Level Access13%- Design profiles and permission sets for object and field access
- Determine when to use read-only fields versus no edit access
- Determine when to use field-level security versus layout assignments
Topic 4: Designing Sharing Solutions18%- Design sharing solutions that scale
- Determine when to use Account Teams, Opportunity Teams, or manual sharing
- Design sharing solutions based on business requirements
- Design sharing solutions for business-to-business and business-to-consumer scenarios
Topic 5: Communities and Sharing13%- Determine when to use Customer Community or Partner Community licenses
- Design sharing solutions for internal and external users
- Configure sharing for community users
Topic 6: Record-Level Access Decisions18%- Determine when to use territories and partitions
- Design role hierarchy based on access requirements
- Design sharing rules based on record ownership or criteria
- Determine the appropriate OWD settings for objects
Topic 7: Security and Access Troubleshooting10%- Diagnose sharing access issues using sharing recalculation and debug logs
- Identify and resolve common sharing problems
- Use the Role Hierarchy report and Sharing Settings audit trail
Topic 8: Apex Sharing10%- Determine when to use Apex sharing reasons
- Design Apex managed sharing solutions
- Understand security considerations for Apex sharing

Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

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. Create a content delivery; during creation, the user should select the option to require 3 password to access content.
  • C. 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.
Answer: B

Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than 50 list views?

  • A. Share the list views with the appropriate role and internal subordinates.
  • B. Share the list views with the appropriate individual users.
  • C. Share the list views with the appropriate queue.
Answer: A

Universal Containers (UC) has created a custom Invoice object. Standard sales users at UC can see the records in search layout, but when they click to view the detail, only record name, created date, and last modified date are shown. When the system admin accesses it, he or she sees the full record detail with many more data fields.
What is the likely cause of this issue?

  • A. The page layout assigned to Sales User profile has only Read-Only access to the fields.
  • B. The Sales Users profile does not have access to the remaining fields.
  • C. A role-based sharing rule is missing and should be added for the sales user's role to grant access to the fields.
Answer: B

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

Universal Containers has expanded to sell virtual containers for data storage. Virtual container work orders are provisioned immediately by the system and therefore cannot be changed by a sales rep.
What is an optimal approach to implement these requirements?

  • A. Change the Record Type/Page Layout assignment for Work Orders to Read Only.
  • B. Remove the Work Order Edit permission from the Sales Representative profile.
  • C. Implement a sharing rule that changes access for all Work Orders to Read.
Answer: B

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