Salesforce-Platform-Sharing-and-Visibility-Architect Exam Questions With Explanations

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Salesforce Salesforce-Platform-Sharing-and-Visibility-Architect Exam Sample Questions 2025

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Salesforce Spring 25 Release1-Jan-2026
77 Questions
4.9/5.0

Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?

A. Granular Locking

B. Skinny Table Indexing

C. Partitioning by Divisions

A.   Granular Locking

Summary:
This question focuses on performance optimization for major metadata operations in a large, complex Salesforce org. A large-scale realignment of the Role Hierarchy is a massive, system-intensive task that involves recalculating sharing access for a significant portion of the organization's data. Without the proper tool, this operation can lead to performance degradation and locking issues, preventing other users from saving records.

Correct Option:

A. Granular Locking:
This is the correct advanced tool. Granular Locking is a performance feature that Salesforce can enable for specific, high-impact operations like massive role hierarchy changes, ownership transfers, and territory realignments. Instead of locking large sets of data, it processes the sharing recalculations in smaller, more manageable chunks. This prevents system-wide performance issues and record-locking errors, allowing the realignment to proceed without disrupting business operations.

Incorrect Options:

B. Skinny Table Indexing:
This is a performance feature for data retrieval, not metadata operations. Skinny tables are custom database tables that consolidate frequently accessed fields from a standard object and its related parent objects to speed up SOQL queries. They have no function in optimizing the process of recalculating sharing due to a role hierarchy change.

C. Partitioning by Divisions:
Divisions are a data segmentation feature used to filter records in lists, reports, and search results. They are a way to categorize data, not a performance tool. Divisions do not impact the performance or locking behavior of sharing recalculations triggered by changes to the role hierarchy.

Reference:
Salesforce Help: Granular Locking for Role and Territory Realignments

A banking company uses a VIP Flag in the Contact Object that they want only Private Banking Reps to see.
Which approach is recommended to meet this requirement?

A. Change the type of VIPFlag field to a picklist, define a new record type for the Contact Object and make the picklist field available for Editing.

B. Define a page layout for Contact Object and add the VIP Flag field for that layout. Remove the VIP Flag field from other layouts.

C. Set the Field Level Security for the VIP Flag field so that it is visible to Private Banking Rep Profile.

C.   Set the Field Level Security for the VIP Flag field so that it is visible to Private Banking Rep Profile.

Summary:
The requirement is to restrict the visibility of a specific field (VIP Flag) on the Contact object to only users with the "Private Banking Rep" profile. This is a classic field-level security (FLS) requirement. The solution must control whether the field is rendered on the page at all for a given user, which is a function of the user's profile and permission sets, not the page layout.

Correct Option:

C. Set the Field Level Security for the VIP Flag field so that it is visible to Private Banking Rep Profile.
This is the correct and foundational approach. Field-Level Security in the profile is the primary gatekeeper that determines if a field is visible, readable, or editable. By setting the FLS for the VIP Flag field to "Visible" only for the Private Banking Rep profile and "Not Visible" for all other profiles, the field will be hidden from users who should not see it, regardless of the page layout they are assigned.

Incorrect Options:

A. Change the type of VIP Flag field to a picklist, define a new record type for the Contact Object and make the picklist field available for Editing.
This is an overly complex and incorrect solution. Record types control which fields are available on a page layout for a specific category of records, not which users can see a field. A user with a profile that has FLS access to the field could still see it on a different record's layout or via the API. It does not securely hide the field based on user role.

B. Define a page layout for Contact Object and add the VIP Flag field for that layout.
Remove the VIP Flag field from other layouts. This is insecure and incorrect. Page layouts only organize fields that a user already has permission to see via their profile. If a user's profile has FLS granting them visibility to the VIP Flag field, they can still access it via reports, the API, or by switching to a different layout (if available), making this an unreliable method for enforcing security.

Reference:
Salesforce Help: Field-Level Security

Which method should be used to grant an unrelated group of users accessto a set of records?

A. Role Hierarchy

B. Sharing Sects

C. Public Groups

C.   Public Groups

Explanation:

The correct answer is C. Public Groups.

Here's why:

🟢 C. Public Groups are the ideal way to group a set of unrelated users, roles, or other public groups to simplify sharing. Once a public group is created, it can be used in a variety of sharing mechanisms, such as manual sharing, sharing rules, and territory management, to grant access to a specific set of records.

đź”´ A. Role Hierarchy is used to grant access to records based on a user's role in the organization. Users at a higher level in the hierarchy can automatically see all records owned by users below them, but it doesn't solve the problem of granting access to an unrelated group of users who may not have a hierarchical relationship.

đź”´ B. Sharing Sets are used to grant access to records for guest users in a community or portal based on a lookup relationship between the user's community account or contact and the target records. This is a very specific use case and isn't a general solution for sharing with a group of internal users.

In summary, when the goal is to grant access to a collection of users who don't share a common role or hierarchy, Public Groups are the most effective and direct method.

To grant Universal Containers sales managers access to shipment records properly, it was necessary to leverage Apex managed sharing. The IT team is worriedabout improper access to records.
What should an architect recommend to mitigate this risk?

A. Use isSharesble keyword in Apex classes to assure record visibility will be followed.

B. Use runAs system method in test classes to test using different users and profiles.

C. Use isAccesible keyword in Apex classes to assure record visibility will be followed.

B.   Use runAs system method in test classes to test using different users and profiles.

Summary:
The concern is about the quality and reliability of the custom Apex sharing logic. Since Apex runs in system context and bypasses sharing, a coding error could grant access to the wrong users. The primary mitigation for this risk is rigorous, automated testing that verifies the sharing logic behaves as expected under different user contexts and data scenarios before being deployed to production.

Correct Option:

B. Use runAs system method in test classes to test using different users and profiles.
This is the correct and most critical recommendation. The runAs method in an Apex test class allows the developer to simulate the code executing as a specific user with a specific profile and permission set. By writing comprehensive tests that use runAs for both users who should and should not get access, the IT team can automatically validate that the Apex sharing logic is correct and does not grant improper access, ensuring its reliability.

Incorrect Options:

A. Use isShareable keyword in Apex classes to assure record visibility will be followed.
The isShareable keyword in a SOQL query is used to return sharing information about why a user has access to a record. It is a diagnostic tool, not a preventative one. It does not enforce or validate that the correct sharing is in place; it only explains existing sharing.

C. Use isAccessible keyword in Apex classes to assure record visibility will be followed.
The correct method is isAccessible(), but it is used to check a user's Field-Level Security (FLS) or object-level read permission before querying or displaying that data. It is unrelated to enforcing or testing the record-level sharing rules created by Apex managed sharing. It does not mitigate the risk of incorrect record access.

Reference:
Salesforce Help: Using the runAs Method

Who can view a PDF that is uploaded to the Files Home private library by a user?

A. The user and users above themin the Role Hierarchy

B. The user and users with View All Data permission

C. Only the user

C.   Only the user

Summary:
A "Private Library" in Salesforce Files is a personal storage area for a single user. By its name and design, it is intended to be completely isolated from the rest of the organization's data and users. The sharing and visibility rules that apply to records (like role hierarchy or object permissions) do not apply to the contents of a user's private library.

Correct Option:

C. Only the user.
This is the correct and defining characteristic of a Private Library. Content stored here is accessible only by the user who owns the library. Not even system administrators can view these files through the standard Salesforce interface unless they log in as that specific user. It is the most restrictive and personal storage location for files.

Incorrect Options:

A. The user and users above them in the Role Hierarchy.
The role hierarchy governs record-level data access (e.g., who can see an Account or an Opportunity). It does not grant access to personal files stored in a user's private library. File library access is a separate security model.

B. The user and users with View All Data permission.
The "View All Data" permission is a powerful system-wide permission that overrides sharing rules for records in the database. However, it does not grant access to the content within a user's private file library. The privacy of this library is enforced independently of object-level data permissions.

Reference:
Salesforce Help: Libraries and Sharing Model

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Frequently Asked Questions

This exam evaluates your ability to design secure and scalable sharing models in Salesforce. It focuses on controlling access to data using OWD, Role Hierarchy, Sharing Rules, Manual Sharing, and Apex-managed sharing. For detailed exam tips and practice scenarios, visit salesforceking.com.
Key topics include:
  • Organization-Wide Defaults (OWD)
  • Role Hierarchy and Role-Based Sharing
  • Sharing Rules (criteria-based and owner-based)
  • Manual Sharing and Apex-Managed Sharing
  • Team Sharing (Account, Opportunity, Case Teams)
  • Territory Management
  • Record Access, Object Permissions, and Field-Level Security
For structured guidance and examples, check our exam prep resources at salesforceking.com.
  • OWD: Baseline access for all records (use Private for sensitive data).
  • Role Hierarchy: Manager-level access.
  • Sharing Rules: Cross-role or team-based automated access.
Read our step-by-step scenarios on salesforceking.com to understand which approach fits different business cases.
  • Set OWD to Private.
  • Apply Role Hierarchy for managerial access.
  • Use criteria-based Sharing Rules for specific teams.
  • Apply Apex-managed sharing for complex logic.
We provide sample configurations and exam-oriented solutions at salesforceking.com.
  • Limit excessive sharing rules.
  • Prefer criteria-based sharing over manual sharing.
  • Use Apex sharing for complex conditional access.
  • Schedule recalculations during off-peak hours.
Visit salesforceking.com for performance-optimized sharing examples.
  • Manual Sharing: User-driven, UI-based, limited automation.
  • Apex-Managed Sharing: Programmatic, dynamic, suited for complex business logic.
For practical examples and exam tips, check salesforceking.com.
Scenario: Only “East Coast” sales reps see accounts with Revenue > $1M; managers see all regional accounts.
Solution:
  • Set OWD to Private.
  • Use Role Hierarchy for managerial access.
  • Create criteria-based Sharing Rule for high-revenue accounts.
  • Use Apex-managed sharing for multi-field conditions.
Full step-by-step walkthroughs are available on salesforceking.com.
  • Use the “Sharing Button” on record pages.
  • Review Role Hierarchy, Sharing Rules, and Teams.
  • Check Setup Audit Trail for recent changes.
  • Use Apex sharing logs for advanced debugging.
See detailed exam-oriented troubleshooting guides at salesforceking.com.
  • Start with the most restrictive OWD.
  • Apply Role Hierarchy carefully.
  • Use sharing rules and teams for necessary access.
  • Limit manual sharing.
  • Regularly review sharing configurations.
We explain these best practices with real-world examples at salesforceking.com.
  • Salesforce Architect Journey Guide
  • Trailhead modules: “Data Security,” “Sharing Rules,” “Territory Management”
  • Hands-on practice in a Developer Org
  • Exam simulations and problem-solving guides at salesforceking.com