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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. Besides their own team accounts, sales managers at Universal Containers (UC) need 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 U.S. is complaining that he cannot view account records of the same segment in Canad a.
What should UC do to grant access properly?

A) Change the Role Hierarchy and put all the sales managers in the U.S. and Canada in the same role.
B) Create an owner-based sharing rule to grant access to account records, that have the same segment, to all sales manager roles.
C) Create a public group and include all accounts of the same segment, and then grant access with a permission set.

2. Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities, These list views should only be available to certain executives who specialize in closing problematic deals.
What should UC do to solve this requirement?

A) Share the list views with the appropriate Public Group.
B) Share the list views with the appropriate individual users.
C) Share the list views with the appropriate role in the Role Hierarchy.

3. 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.
Which approach should meet this requirement?

A) Change the Record Type/Page Layout assignment for Orders to be Read-Only.
B) Remove the Delete button from the Order Page Layout.
C) Remove Order Delete permission from profiles and permission sets.

4. Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than SO list views?

A) Share the list views with the appropriate queue.
B) Share the list views with the appropriate individual users.
C) Share the list views with the appropriate public group.

5. Universal Containers (UC) is a fast-growing company that sells containers globally. It has thousands of dealerships throughout the world where local dealers service containers. UC implemented a new Partner Community for its dealers. Each dealership has a dealer manager who manages the service agents. The communitysharing model is private.
What is the optimal option to give dealer managers visibility to customer cases only raised by their service agents?

A) Create a sharing rule to share cases created by service agents with their dealer manager.
B) Use the Role Hierarchy so that the cases raised by service agents will be visible to their relevant dealer managers.
C) Create a sharing group to share cases created by service agents with their dealer manager.

Solutions: