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

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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 should have access to ALL retailcustomers.
With the organization-wide default on Account set to Private, how should the architect meet these requirements?

A. Create 2 criteria-based sharing rule giving the 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 the Retail Sales profile to grant access to Person Account record type.

A.   Create 2 criteria-based sharing rule giving the Retail Sales role access to Accounts of type PersonAccount.

Explanation:

Criteria-based sharing rules precisely meet these requirements. The first rule grants access to Person Accounts (retail customers), while the second explicitly excludes Business Accounts (commercial customers). Option B (AccountContactRelation) doesn't properly address the record type distinction. Option C (profile settings) alone cannot restrict access to only Person Accounts. The solution: 1) Maintains private OWD for security 2) Automatically shares all retail accounts 3) Explicitly blocks commercial account access 4) Requires no manual maintenance. Criteria rules evaluate record attributes (like type or record type) to determine sharing, making them ideal for this segmentation. As new retail accounts are created, they automatically become visible to the sales team without administrator intervention. The solution properly implements the principle of least privilege while meeting all business requirements. It's also scalable as the organization grows, maintaining proper data segregation between retail and commercial operations. This approach demonstrates effective use of Salesforce's sharing capabilities to enforce complex business rules while minimizing administrative overhead.

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

Explanation:

Public Groups are the mechanism in Salesforce designed to bundle unrelated users—across roles, profiles, or territories—into a single sharing unit. Once defined, you can reference the group in sharing rules, manual shares, or Apex managed sharing to grant record access.

→ Role Hierarchy is strictly vertical; you can’t use it to group peers or cross-functional teams who don’t report to each other.
→ Sharing Sets are only for high-volume community licenses and grant access based on profiles and record owner, not arbitrary clusters of users.

Thus, when you need to share records with a specific team or committee that doesn’t map to the org’s structural hierarchy, you create a Public Group containing exactly those users. A sharing rule can then grant read or read/write access to that group.

Universal Containers uses 75,000 distributors that have close to 1 million total users. Distributors need to use the community to see closing opportunitiesassigned to their distributor for delivery.
Which license recommendation will meet distributor needs?

A. Customer Community Plus

B. Partner Community

C. Customer Community

B.   Partner Community

Explanation:

The Partner Community license (now called Partner Relationship Management) is designed for B2B relationships and supports access to objects like Opportunities, Accounts, and custom objects. It allows for complex sharing models and supports up to millions of users. Customer Community Plus and Customer Community licenses do not provide access to Opportunities, which are required here. Hence, only Partner Community meets the requirements for high-scale, Opportunity visibility in a community.

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 associatesshould 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.

A.   Use Account teams to define access to accounts as well as opportunities and cases related to accounts.

Explanation:

Account Teams provide:
Read access to accounts.
Read access to related cases (via Account Team sharing settings).
No access to opportunities unless explicitly added.

Scalability:

Teams are dynamic—no need for sharing rules.

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

B.   Sharing Sects

Explanation:

Sharing Sets dynamically grant access to unrelated users (e.g., community users) based on criteria like record ownership or attributes.

Use Case:

Ideal for ad-hoc groups needing access to specific records (e.g., projects, cases).

Alternatives Rejected:

Role Hierarchy (A): Requires parent-child relationships.

Public Groups (C): Static; impractical for dynamic record sets.

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