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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
1. A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
A) Set the Field Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth field Visible and Readonly to Banking Rep profile.
B) Create 2 Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.
C) Add Date of Birth field to the Search layout of the Contact Object. Modify the Page layout assigned to Customer Support Rep and add Date of Birth field as Required.
2. At Universal Containers, there's a team of auditors distributed throughout the organization that all need access to high-value opportunities.
With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?
A) Put the auditors at the highest level of the Role Hierarchy.
B) Add the auditors to the default Opportunity Team.
C) Create a criteria-based sharing rule to grant a public group access to high-value opportunities.
3. Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP -> Director of Sales -> Sales Manager -> Sales Reps. Sales Reps should not see each others' opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.
What is the main problem an architect should address in this situation?
A) The Channel Manager role cannot be shared with Partner Community.
B) Partner Community does not support Role Hierarchy.
C) Partner User roles are limited to three Ievels.
4. Universal Containers is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each other close deals. They requested a solution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expire automatically 2 weeks after the new fiscal year starts.
Which proposed solution meets the requirements?
A) Scheduled Apex job to remove access
B) Sharing rules to share opportunities with sales managers
C) Apex sharing to share opportunities with sales managers
5. A sales rep at Universal Containers was added to an opportunity team with Read/Write permissions.
Which action is she allowed to perform in the opportunity?
A) Replace opportunity owner.
B) Add/remove members in the opportunity team.
C) Update opportunity stage.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: A | Question # 5 Answer: C |



