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

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Salesforce Salesforce-Platform-Sharing-and-Visibility-Architect Exam Sample Questions 2026

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2774 already prepared
Salesforce 2026 Release
77 Questions
4.9/5.0

Which method should be used to grant access to an unrelated group of users?

A. Sharing Sets

B. Public Groups

C. Role Hierarchy

B.   Public Groups

Summary:
This question asks for the standard Salesforce tool to create a functional group of users who do not share a managerial reporting structure or a common data relationship. The solution must be a flexible grouping mechanism that allows an administrator to manually add any set of users, regardless of their role, profile, or location, for the purpose of sharing records, list views, or other Salesforce components.

Correct Option:

B. Public Groups.
This is the correct and primary tool for this purpose. A Public Group is a collection of individual users, roles, territories, or other public groups that can be created for any reason. It is the standard method for granting shared access to an ad-hoc or functionally related set of users who are not connected by the role hierarchy.

Incorrect Options:

A. Sharing Sets.
This is incorrect. Sharing Sets are a specific feature for Experience Cloud (Communities). They are used to grant external community users access to Account and Contact records based on the relationship between the user's associated contact and the account. They are not used for grouping internal users.

C. Role Hierarchy.
This is incorrect. The Role Hierarchy is designed to represent the reporting structure within an organization. It is used for granting cascading data access from managers to their subordinates. It is not a flexible tool for grouping an unrelated set of users from different parts of the business; that is the function of a Public Group.

Reference:
Salesforce Help: Create Public Groups

Universal Containers (UC) uses a custom Lightning component with anApex class to display shipment information (custom object, Private organization-widedefault). UC sales managers are complaining abouttwo important points: Shipmentrecords that belong to their teams can be seen by other users. Shipment amountshould be visible only by managers, but sales reps are able to view it.
Which feature did the development team miss that is causing the problems?

A. Use isShareable keyword in Apex classes to assure record visibility.

B. Use isAccesible() method in Apex classes to check field accessibility.

C. Use runAs in test class toenforce user permissions and field level permissions.

B.   Use isAccesible() method in Apex classes to check field accessibility.

Summary:
A custom Apex class powering a Lightning component runs in system context by default, bypassing all user-level security checks. This causes two distinct security breaches: 1) It returns all Shipment records queried, ignoring sharing rules (record-level security), and 2) It exposes the Shipment Amount field to users whose Field-Level Security (FLS) should hide it. The Apex code must be made aware of and enforce the current user's permissions.

Correct Option:

B. Use isAccessible() method in Apex classes to check field accessibility.
This is the correct feature for enforcing field-level security (FLS). To prevent sales reps from seeing the Shipment Amount, the Apex code should use Schema.SObjectType.Shipment__c.fields.Amount__c.isAccessible() before including that field in the query or displaying its value. This ensures the user's FLS is respected. For record-level security, the class should use the WITH SECURITY_ENFORCED clause or the Security.stripInaccessible method.

Incorrect Options:

A. Use isShareable keyword in Apex classes to assure record visibility.
The isShareable keyword is used in Apex to force a query to return sharing information (i.e., why a user has access). It does not enforce sharing rules; it merely explains them. It does not prevent users from seeing records they shouldn't and does nothing for field-level security.

C. Use runAs in test class to enforce user permissions and field level permissions.
The runAs method is used within test classes to simulate running code as a specific user to verify that security is working correctly. It is a testing feature, not a runtime security feature. Using it in a test class would have helped catch these problems during development but is not the feature missing from the main application code that is causing the production issue.

Reference:
Salesforce Help: Enforcing Object and Field Permissions

Universal Containers implemented Sales Cloud and requested that only certain branch staff trained to sell high-risk products can create opportunities for high-risk products.
How should an architect allow only specific branch staff to sell high-risk products?

A. Set the price book OWD to View Only and share the (High Risk) price book with the trained staff via manual sharing.

B. Set the price book OWD to View Only and share the (High Risk) price book with the trained staff via a sharing rule.

C. Set the price book organization-wide default (OWD) to View Only and share the price book (High Risk) with the trained staff.

C.   Set the price book organization-wide default (OWD) to View Only and share the price book (High Risk) with the trained staff.

Summary:
This question focuses on controlling which users can add products from a specific price book to opportunities. The requirement is to restrict the "High Risk" price book to a select group of trained staff. The solution involves a two-step process: first, restrict access for everyone at the organizational level, and then grant access specifically to the authorized group. Price book sharing is a specific function with its own settings.

Correct Option:

C. Set the price book organization-wide default (OWD) to View Only and share the price book (High Risk) with the trained staff.
This is the correct and complete answer. Setting the Price Book OWD to "View Only" prevents all users from adding products from any price book to an opportunity. The second, critical step is to explicitly share the specific "High Risk" price book with the public group or role containing the trained staff and grant them "Read/Write" or "Use" access, which overrides the OWD and allows them to add its products.

Incorrect Options:

A. Set the price book OWD to View Only and share the (High Risk) price book with the trained staff via manual sharing.
This is incorrect because manual sharing is for individual records, not for price books. Price books are shared through their own dedicated sharing settings, not through the manual share button on a record. This method is not possible or practical for a group of users.

B. Set the price book OWD to View Only and share the (High Risk) price book with the trained staff via a sharing rule. This is incorrect because there are no sharing rules for price books. Standard sharing rules are available for core objects like Accounts and Opportunities, but price book access is managed through its own specific OWD and manual user/group assignment interface, not through criteria-based or owner-based sharing rules.

Reference:
Salesforce Help: Control Access to Price Books

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 viewswith the appropriate individual users.

B. Share the list views with the appropriate queue.

C. Share the list views with the appropriate public group.

C.   Share the list views with the appropriate public group.

Summary:
The business goal is to organize and restrict the visibility of a large number of list views (>50) based on user geography. The solution must be scalable and manageable, allowing sales operations to grant or revoke access to groups of users (e.g., all users in the "North America Sales" group) for specific sets of list views without having to manage permissions on a per-user basis.

Correct Option:

C. Share the list views with the appropriate public group.
This is the correct and scalable approach. Public Groups are the designated sharing mechanism for list views. By creating a public group for each geography (e.g., "EMEA Sales Users"), administrators can share the relevant list views with that group. All members of the group will then see the list view, and management is centralized, which is essential when dealing with more than 50 list views.

Incorrect Options:

A. Share the list views with the appropriate individual users.
While technically possible, this is not a scalable or manageable solution. For a large organization, manually sharing dozens of list views with hundreds of individual users would be an administrative nightmare and prone to errors. Public Groups are the intended tool for this group-based management.

B. Share the list views with the appropriate queue.
Queues are designed for managing record ownership and work items (like Leads or Cases), not for managing functional groupings of users for visibility purposes like list views. Using a queue for this would be a misuse of the feature and could interfere with its primary function for assigning and routing records.

Reference:
Salesforce Help: Control List View Access

An architect has a requirement to create a criteria-based sharing rule based on the customer Social Security Number. However, when setting up the rule in Contact Sharing, the field is not shown on the list of available fields.
What is causing this issue?

A. The field hasbeen configured for encryption.

B. The architect's profile docs not have Field Level Security for this field.

C. The architect does not have permission to Compliance fields.

A.   The field hasbeen configured for encryption.

Summary:
The issue is that a specific field (Social Security Number) is unavailable for selection when defining a criteria-based sharing rule. Sharing rules rely on field values to filter records, but certain field types and configurations are restricted from being used in this context for security and performance reasons. The most common restriction applies to fields containing highly sensitive, personally identifiable information (PII).

Correct Option:

A. The field has been configured for encryption.
This is the most likely cause. Fields encrypted with Shield Platform Encryption are often restricted from being used in certain features, including criteria-based sharing rules, to prevent the encrypted data from being exposed in the underlying sharing queries and to maintain a higher security posture. This is a standard limitation to protect sensitive data.

Incorrect Options:

B. The architect's profile does not have Field Level Security for this field.
While this could prevent the architect from seeing the field's value on a page layout, it does not prevent the field from appearing in the picklist for building a sharing rule in Setup. The sharing rule definition interface in Setup typically shows all fields on the object, independent of the admin's personal FLS.

C. The architect does not have permission to Compliance fields.
"Compliance fields" is not a standard Salesforce term or permission. There is no specific permission that governs access to fields for the purpose of building sharing rules. The restriction is typically applied at the system level based on the field's data type or configuration, such as encryption.

Reference:
Salesforce Help: Shield Platform Encryption Considerations for Sharing Rules

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