Sharing-and-Visibility-Architect Exam Questions

Total 237 Questions


Last Updated On : 16-Jan-2025

Topic 1: Exam Pool A

The sales manager in Japan have asked the sales manager in Australia to assist them with closing their deals. How are these requirements achieved?


A. Use sharing set to give the sales manager access to the deals.


B. Create ownership-based sharing rule


C. Use opportunity teams to automatically add the sales manager as a team member


D. Assign the sales manager View All on the opportunity object.





B.
  Create ownership-based sharing rule

Explanation: Creating an ownership-based sharing rule is the best way to achieve the requirements. Ownership-based sharing rules allow administrators to automatically grant access to records owned by certain users or roles to other users or roles2. This way, the sales manager in Australia can access the deals owned by the sales manager in Japan. Using sharing set, using opportunity teams, and assigning View All on the opportunity object are not options that can achieve the same result.

Universal Containers has built a recruiting application on the salesforce Platform. HR requested that all internal users should have edit access to the referral custom object. One of the recruiters needed to share a referral record with another colleague for collaboration using manual sharing. The recruiter opened the referral record and could not find the share button. What could be the technical reason for this?


A. The Referral object OWD is private


B. The Referral object OWD is public Read/Write.


C. The Referral object OWD is public Read only


D. The Referral object OWD is public Full Access.





B.
  The Referral object OWD is public Read/Write.

Explanation: The Referral object OWD is public Read/Write, which could be the technical reason for the recruiter not finding the share button. When an object’s OWD is public Read/Write, all users can view and edit all records of that object, so there is no need for manual sharing. The share button only appears when an object’s OWD is private or public Read Only. Option A is incorrect, since the Referral object OWD is not private. Option C is incorrect, since the Referral object OWD is not public Read Only. Option D is incorrect, since public Full Access is not a valid OWD setting.

Users at Universal Containers are complaining that a field has disappeared from the Account page after deploying its latest project. The page layout has not changes with this deployment. How should the admin troubleshoot this issue?


A. Review change to Account record types


B. Log in as user and check several Accounts to isolate the problem records.


C. Run a Who Sees What report, filtering on Account.


D. View Field Accessibility in the Object Manager





D.
  View Field Accessibility in the Object Manager

Explanation: The best way to troubleshoot this issue is to view Field Accessibility in the Object Manager. This will allow the admin to see how the field-level security settings affect the visibility of the field for different profiles and record types. The other options are not helpful, because:

  • Reviewing changes to Account record types will not show why a field has disappeared from the Account page, unless the field is dependent on a record type that has been deactivated or modified.
  • Logging in as user and checking several Accounts will not isolate the problem records, because the issue is related to field visibility, not record access.
  • Running a Who Sees What report will not help, because this report only shows how sharing settings affect record access, not field visibility.

A sales rep (John) at Universal Containers (UC) requested to update information in an account record where he has READ only access. John requested the EDIT access permission from the owner of the record (Paul). Paul manually shared the record with John. Assuming the OWD of the Account object is Public Read-Only, what is the impact in the system?


A. New AccountShare record is created. Row Cause is "Manual" and Access Level is "Read/Write”.


B. Existing AccountShare record is updated. Row Cause is "Owner" and User/Group is "John".


C. New AccountShare record is created. Row Cause is "Owner" and Access Level is "Full".


D. Existing AccountShare record is updated. Row Cause is "Manual" and Access Level is "Read/Write".





A.
  New AccountShare record is created. Row Cause is "Manual" and Access Level is "Read/Write”.

Explanation: A new AccountShare record is created with Row Cause as “Manual” and Access Level as “Read/Write” when Paul manually shares the record with John. This record grants John edit access to the account owned by Paul. Option B is incorrect, since an existing AccountShare record is not updated, but a new one is created. Option C is incorrect, since the Row Cause is not “Owner”, but “Manual”. Option D is incorrect, since an existing AccountShare record is not updated, but a new one is created.

Universal Container (UC) wants all full-time internal employees to be able to view all leads. A subset of employees should also be able to see leads. Which organization default (OWD)approach should an architect recommend that will help US implement these requirement?


A. Implement a Public Read/write OWD on Lead


B. Implement a Public Read only OWD on Lead


C. Implement a Public Read/write/Transfer OWD on Lead.


D. Implement a Private OWD on Lead.





B.
  Implement a Public Read only OWD on Lead

Explanation: Organization-wide defaults (OWD) are a way to set the baseline level of access for each object in the organization. OWD can be set to Private, Public Read Only, Public Read/Write, or Public Read/Write/Transfer for different objects. In this case, setting OWD to Public Read Only for Lead object will allow all full-time internal employees to view all leads, but not edit them. A subset of employees can be granted additional access to leads using other mechanisms such as profiles, permission sets, or sharing rules. Therefore, the answer B is correct and the other options are incorrect.

Sales executives at Universal Containers (SC) want to create list views to filter opportunities for large at-risk Opportunities. These list views should only be available to certain executives that specialize in closing problematic deals. How can UC 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.


D. Share the List Views with the appropriate Queue





B.
  Share the List Views with the appropriate Public Group

Explanation: List views are a way to filter and display records of a specific object based on certain criteria. List views can be shared with all users, a group of users, or only the owner of the list view. To share a list view with a group of users, such as sales executives who specialize in closing problematic deals, the architect can recommend creating a public group that includes those users and sharing the list view with that public group. Therefore, the answer B is correct and the other options are incorrect.

Universal Containers (UC) has 600 sales reps. UC has rollout plan to deploy salesforce in 3 weeks. At the end of the second week, they received a “User Role Limit Exceeded” error. After investigation, they discovered that during the user provisioning process, a new role was generated for every new user. Which two recommendations could solve this problem? (Choose 2 answers.)


A. Review the user provisioning process to not automatically create a user role for any new user.


B. Remove role hierarchy from salesforce org and control the record access using apex managed sharing.


C. Contact salesforce support and request to increase the number of users’ roles allowed.


D. Create an Apex class to replace the UserRoles by generic one as soon as they are created.





A.
  Review the user provisioning process to not automatically create a user role for any new user.

C.
  Contact salesforce support and request to increase the number of users’ roles allowed.

Explanation: Reviewing the user provisioning process to not automatically create a user role for any new user and contacting Salesforce support and requesting to increase the number of users’ roles allowed are two recommendations that could solve this problem. Salesforce has a limit on the number of roles that can be created in an organization, which depends on the edition and the number of licenses. If this limit is reached, no more roles can be created unless the limit is increased by Salesforce support. Therefore, it is not advisable to create a new role for every new user, as this would quickly exhaust the limit and cause the “User Role Limit Exceeded” error. Option B is incorrect, since removing role hierarchy from Salesforce org and controlling the record access using Apex managed sharing would be a complex and custom solution that would not address the root cause of the problem. Option D is incorrect, since creating an Apex class to replace the User Roles by generic one as soon as they are created would be unnecessary and inefficient.

Sales manager at universal containers (UC) have requested viewing customer invoices in Salesforce. Invoice data is mastered in the ERP system. The architect at UC decided to surface the customer invoices in salesforce using external objects and did the following:

  • Configured an external object called Invoice.
  • Created a lookup relationship between account and the invoice.
How can the architect grant the sales managers access to the customer invoices data?


A. By creating sharing rules to share the invoices records with users in sales mangers roles


B. By creating manual sharing to share invoices with relevant sales managers


C. By creating controlling the invoices object permission on the sales manager’s profile.


D. By creating a sharing set to share invoices with users in sales manager role.





C.
  By creating controlling the invoices object permission on the sales manager’s profile.

Explanation: Controlling the invoices object permission on the sales manager’s profile is how the architect can grant the sales managers access to the customer invoices data. Object permissions determine whether a user can create, read, edit, or delete any record of that object. Since invoice data is surfaced in Salesforce using external objects, sales managers need to have at least read permission on the invoice object to view the customer invoices data. Option A is incorrect, since sharing rules are not available for external objects. Option B is incorrect, since manual sharing is not available for external objects. Option D is incorrect, since sharing sets are not available for external objects.

After setting up Customer Community and enable collaboration, the architect realizes that customers are only Chatter posts from other customers in their account. What should the architect do to allow viewing chatter posts from all customers?


A. Enable Community User Visibility


B. Set View All for Chatter posts.


C. Enable Chatter Super User


D. Enable Internal Users Visibility





A.
  Enable Community User Visibility

Explanation: Enabling Community User Visibility is the best option to allow viewing chatter posts from all customers. Community User Visibility is a setting that allows community users to see and interact with other community users, regardless of their account or role2. Setting View All for Chatter posts, enabling Chatter Super User, and enabling Internal Users Visibility are not options that can achieve the same result.

Universal containers (UC) has a partner community for its 200 distributors. UC customer accounts are .. organization-wide default setting for the custom Delivery object is private. How can an architect advise UC to grant all users at a distributor access to delivery records for all customer distributor?


A. Create a Sharing set for the Distributor profile to grant access to the Delivery object.


B. Create a criteria-based sharing rule that shares delivery records matching the Distributor to user distributor.


C. Give ownership of the delivery record to a distributor user.


D. Create a criterion- based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.





A.
  Create a Sharing set for the Distributor profile to grant access to the Delivery object.

Explanation: Creating a Sharing set for the Distributor profile to grant access to the Delivery object is the correct way to share records with users in a partner community. Sharing sets allow you to share records based on a common account or contact2. Criteria-based sharing rules are not available for partner communities3.


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