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Salesforce Plat-Arch-205 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Record Sharing Mechanisms | - Sharing configuration and automation
|
| Topic 2: External User Data Access (Experience Cloud) | - External sharing considerations
|
| Topic 3: Content and Collaboration Security | - Secure access to shared content
|
| Topic 4: Record Access Fundamentals | - Core sharing model concepts
|
| Topic 5: Organizational Structure and User Management | - Org-wide access settings and user hierarchy
|
Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:
If a Case requires involvement from one of the Legal team, the Case owner adds one of the corporate lawyers to the Legal SME field on the case.
Since cases are private, how can we grant a lawyer access to a specific case when their assistance is needed?
- A. Create an Criteria Based Sharing Rule that shares to the Corporate Legal Tear Role when the "legal assistance needed?" field is checked.
- B. Create a Criteria Based Sharing Rule that shares to the Legal Public Group when the "legal assistance needed?" field is checked.
- C. Use Apex Managed sharing in a case Trigger that shares the record to the user identified in the Legal SME field.
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 to define access to accounts as well as opportunities and cases related to accounts.
- B. Use Account teams and Case teams. No configuration required for the Opportunity object.
- C. Use Account teams and sharing rules to share cases with sales associates. No change required to the Opportunity object.
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 the Sales Managers profile.
- B. Share the folders with a "Sales Managers" Public Group.
- C. Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.
A junior account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.
What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?
- A. Manual share on the opportunity
- B. Opportunity Team
- C. Manual share on the account
An architect from a previous project implemented Platform Shield Encryption for a company. However, based on a recent audit, the company's Privacy Team identified three additional fields in their Account Records (Billing Street, Billing City and Phone) that needs to be secure and protected.
How should an architect proceed with this new policy change?
- A. Use Encryption Policy and contact Salesforce to update the existing records so that their field values are encrypted.
- B. Use Classic Encryption to ensure all fields are protected and contact Salesforce for help with encryption verification.
- C. Use Encryption Policy and wait for an email from Salesforce indicating the field values are encrypted.






