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| Section | Weight | Objectives |
|---|---|---|
| Communities and Sharing | 13% | - Determine when to use Customer Community or Partner Community licenses - Design sharing solutions for internal and external users - Configure sharing for community users |
| Record-Level Access Decisions | 18% | - Design role hierarchy based on access requirements - Design sharing rules based on record ownership or criteria - Determine the appropriate OWD settings for objects - Determine when to use territories and partitions |
| Implementation Best Practices | 10% | - Plan for sharing model changes in large organizations - Recommend appropriate tools and documentation - Follow security best practices for sharing architecture |
| Apex Sharing | 10% | - Design Apex managed sharing solutions - Understand security considerations for Apex sharing - Determine when to use Apex sharing reasons |
| Designing Sharing Solutions | 18% | - Determine when to use Account Teams, Opportunity Teams, or manual sharing - Design sharing solutions that scale - Design sharing solutions based on business requirements - Design sharing solutions for business-to-business and business-to-consumer scenarios |
| Security and Access Troubleshooting | 10% | - Use the Role Hierarchy report and Sharing Settings audit trail - Diagnose sharing access issues using sharing recalculation and debug logs - Identify and resolve common sharing problems |
| Sharing Architecture Basics | 8% | - Describe the layers of role hierarchy - Define the core components of the sharing model - Explain the difference between Grant Access Using Hierarchies and manual sharing |
| Object-Level and Field-Level Access | 13% | - Determine when to use read-only fields versus no edit access - Determine when to use field-level security versus layout assignments - Design profiles and permission sets for object and field access |
1. 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) Create a content delivery; during creation, the user should select the option to require 3 password to access content.
B) 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.
C) Utilize an AppExchange product for delivering password protected files to customers
2. 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) Add/remove members in the opportunity team.
B) Update opportunity stage.
C) Replace opportunity owner.
3. Universal Containers (UC) has a partner community for its 200 distributors.
UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is Private.
How should an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?
A) Create 2 criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.
B) Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy.
C) Create a Sharing Set for the Distributor profile to grant access to the Delivery object.
4. The sales managers at Universal Containers requested their teams to define each user's role on their accounts in order to provide an easy way to establish accountability and collaboration. Sales managers also requested that sales associates should only get the following permissions: 1. Read access to the accounts. 2. Read access to cases related to the accounts. 3. No access to deals related to the accounts.
The sales associates may be granted access to opportunities when needed.
Assuming the overall sharing model of the organization is Private and no sharing rules are configured on the Account object, how should an architect achieve these requirements?
A) Use Account teams and sharing rules to share cases with sales associates. No change required to the Opportunity object.
B) Use Account teams to define access to accounts as well as opportunities and cases related to accounts.
C) Use Account teams and Case teams. No configuration required for the Opportunity object.
5. Universal Containers (UC) is looking to expand its delivery capabilities through a network of distributors that use a Partner Community license. UC employees currently can view all delivery records through the organization-wide default (OWD) setting of Public Read-Only.
Which approach should an architect recommend to limit the records a distributor can see?
A) Create a criteria-based sharing rule to grant access to the distributor.
B) Set the External OWD to Private for the Delivery object.
C) Create an ownership-based sharing rule to grant access to the distributor.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: B |
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