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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. 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 individual users.
B) Share the list views with the appropriate queue.
C) Share the list views with the appropriate role and internal subordinates.

2. Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in order to grant access to supporting internal users (legal, engineering, finance, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change.
How should an architect help UC improve sales reps' productivity?

A) Create a permission set with View All Data and assign to supporting users.
B) Create a criteria based sharing rule to grant access to other users.
C) Leverage default Account team.

3. Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.
How is this accomplished?

A) Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank.
B) Trigger on Case ta lookup and share to the manager of an Assigned Agent custom field (the subject of the complaint) using Apex Managed Sharing.
C) Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record.

4. Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give more visibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?

A) Create an ownership based sharing rule.
B) Give Super User permission to the individual partner manager users.
C) Create sharing sets.

5. 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 Sales Managers profile.
C) Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.

Solutions: