Salesforce Certified Sharing and Visibility Architect Exam - Questions and Answers

Question 1

Universal Containers (UC) has a custom object to track the internal net promoter score (NPS) for all of its employees.
How can UC ensure that NPS records cannot be accessed by an individual employee’s manager?

A. Use Apex Sharing to remove NPS object share records for Manager Profiles.
B. Remove Create, Read, Edit, and Delete from Manager Profiles and Permission sets.
C. Set organization-wide default to Private and uncheck the Access Using Hierarchies option for the NPS object.
D. Create a criteria-based sharing rule to remove access to Manager role and above in the Role Hierarchy.

Answer : C

Question 2

Besides their own team accounts, sales managers at Universal Containers need to have READ access to all accounts of the same segment in other countries.
Role hierarchy was implemented accordingly (based on countries), but a sales manager in the US is complaining that he cannot view account records of the same segment in Canada.
What should be done to grant access in a proper way?

A. Create owner-based sharing rule to grant access to account records that have the same segment to all sales manager roles.
B. Create a public group and include all accounts of the same segment and grant access through a permission set.
C. Create a criteria-based sharing rules to grant access to account records that have the same segment to all sales manager roles.
D. Change the role hierarchy and put all the sales managers in the US and Canada in the same role.

Answer : A

Question 3

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 account
B. Opportunity Team
C. Create an owner-based sharing rule
D. Manual share on the opportunity

Answer : B

Question 4

Sales managers 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 invoice records with users in sales manager roles.
B. By controlling the invoices object permissions on the sales manager’s profile.
C. By using manual sharing to share invoices with relevant sales managers.
D. By creating a sharing set to share invoices with users in a sales manager role.

Answer : B

Question 5

Universal Containers has a customer that meets criteria for two Enterprise Territory Management territories (Portugal and Southern Europe).
What is necessary to assign opportunities to a territory for this account?

A. Create an Apex class that implements Filter-Based Opportunity Territory Assignment.
B. Create a criteria-based sharing rule on the Opportunity to assign it to a territory.
C. Create a Process Builder Process that updates the Territory field on the Opportunity.
D. The territory with the highest TerritoryType Priority is automatically assigned to the Opportunity.

Answer : D

Question 6

Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.
What organization-wide default (OWD) approach should be recommended to help UC implement these requirements?

A. Implement a Public Read Only/Transfer OWD on Lead.
B. Implement a Private OWD on Lead.
C. Implement a Public Read/Write OWD on Lead.
D. Implement a Public Read Only OWD on Lead.

Answer : D

Question 7

Universal Containers uses person accounts to represent retail customers and business accounts to represent commercial customers. The Retail Sales team should not have access to commercial customers but have access to ALL retail customers.
With organization-wide default on Account set to Private, how might the architect meet these requirements?

A. Create a criteria-based sharing rule giving Retail Sales role access to Accounts of type PersonAccount.
B. Create an owner-based sharing rule on AccountContactRelation to grant access to all account contact roles records owned by retail sales reps.
C. Update Retail Sales profile to grant access to Person Account record type.
D. Give View All access for Accounts to the Retail Sales profile.

Answer : A

Question 8

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

A. Create ownership-based sharing rule.
B. Use sharing set to give the sales manager access to the deals.
C. Assign the sales manager View All on the opportunity object.
D. Use opportunity teams to automatically add the sales manager as a team member.

Answer : D

Question 9

Universal Containers (UC) has recently changed its internal policy to follow market regulations and create an internal team to manage the collection process. Only this team should have access to Invoice records. Currently, Invoice is a child in a Master-Detail relationship to Account. Although related lists have been removed from the page layouts, some profiles still have access to the Invoice object.
Which approach should an architect recommend to fix this problem?

A. Change the Invoice organization-wide default from Controlled by Parent to Private and remove Invoice Access from the unauthorized profiles.
B. Create a new Profile with no access to the Invoice object and assign it to all unauthorized users.
C. Replace Account and Invoice Master-Detail Relationship by a Lookup and remove Invoice Access from the unauthorized profiles.
D. Create a Permission Set with No Access to the Invoice object and assign it to unauthorized users.

Answer : C

Question 10

Universal Containers (UC) is in a legal dispute regarding several orders. UC has found out these records were removed from the system. The VP of Sales has asked to ensure this cannot happen in the future.
What approach would meet this requirement?

A. Remove Order Delete Permission from Profiles and Permission Sets.
B. Remove the Delete button from the Order Page Layout.
C. Change the Record Type/Page Layout assignment for Orders to be Read Only.
D. Implement a Sharing Rule that changes access for orders to Read.

Answer : A

Question 11

After testing and deploying a new trigger that creates a related order when an opportunity is closed, the Architect begins receiving complaints of permission error messages appearing when closing an opportunity.
How did this error occur?

A. The trigger handlers class does not use any sharing keywords and the user does not have access to the orders related to the opportunity.
B. The trigger handler class is using “with sharing” and the user does not have access to the orders related to the opportunity.
C. The trigger should be using RunAs() when creating the order.
D. Trigger is using IsCreateable() Apex method and the user doe not have create permission on the Order object.

Answer : B

Question 12

A sales rep at Universal Containers (UC) is a member of the Default Opportunity team for an account manager. The account manager created an opportunity and the sales rep is added to that Opportunity team.
The sales rep is complaining about no longer having access to an opportunity record that the sales rep was helping with.
What is the cause of this problem?

A. The opportunity owner can enable/disable if the “Default Opportunity team” is able to access the record.
B. The Account team was changed and consequently the Opportunity team members were replaced by the Account team members.
C. The sales rep was manually removed from the Opportunity team.
D. The sales rep was removed from the Opportunity team in another opportunity record of the same account.

Answer : C

Question 13

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 Public Read Only.
B. The Referral object OWD is Private.
C. The Referral object OWD is Public Full Access.
D. The Referral object OWD is Public Read/Write.

Answer : D

Question 14

Universal Containers (UC) has 600 sales reps. UC has a 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 two.)

A. Remove Role hierarchy from Salesforce org and control the record access using APEX managed sharing.
B. Contact Salesforce support and request to increase the number of user roles allowed.
C. Review the user provisioning process to not automatically create a user role for any new user.
D. Create an APEX class to replace the User Roles by a generic one as soon as they are created.

Answer : BC

Question 15

Which two capabilities does the delegated administrator permission provide? (Choose two.)

A. Create profiles.
B. Set OWD.
C. Assign users to profiles.
D. Unlock users.

Answer : CD

Certified Sharing and Visibility Architect v1.0

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